| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
William Jollie Quent Capital LLC | 242 | $194,824.38 | $241,094.92 | $46,270.54 | 23.75% |
Missy Straw Nilsine Partners LLC | 304 | $298,490.17 | $298,436.8 | -$53.37 | -0.02% |
Dalila Toledo Ascent Group LLC | 1,715 | $1.43M | $1.68M | $254,429.89 | 17.81% |
| EM Erin Mccann Simplicity Wealth LLC | 452 | $443,752.13 | $447,303.72 | $3,551.59 | 0.8% |
Michael Byun SageView Advisory Group LLC | 424 | $379,284.31 | $413,234.64 | $33,950.33 | 8.95% |
Daniel Hays Comprehensive Financial Consultants Institutional Inc. | 1,158 | $1.17M | $1.15M | -$18,157.44 | -1.55% |
Taro Kuriyama Axq Capita LLP | 465 | $455,811.21 | $460,749.9 | $4,938.69 | 1.08% |
David T. Morgan High Net Worth Advisory Group LLC | 219 | $215,356.21 | $217,360.22 | $2,004.01 | 0.93% |
| CS Catherine Salsman Paragon Private Wealth Management LLC | 378 | $321,573.43 | $375,074.28 | $53,500.85 | 16.64% |
Christopher M. Marks Sterling Investment Counsel LLC | 913 | $749,426.57 | $907,522 | $158,095.43 | 21.1% |
Daniel Ronan Catalyst Financial Partners LLC | 588 | $463,912.53 | $577,992.24 | $114,079.71 | 24.59% |
Amanda Hawley Atria Wealth Solutions Inc. | 351 | $296,080.43 | $349,687.26 | $53,606.83 | 18.11% |
Edward Lowndes Angeles Wealth Management LLC | 310 | $304,558.05 | $302,250 | -$2,308.05 | -0.76% |
James Rukstalis ESG Planning DBA Harper Investing | 2,928 | $2.72M | $2.87M | $152,165.3 | 5.59% |
Mary Lecca ARGONAUTICA PRIVATE WEALTH MANAGEMENT Inc. | 923 | $751,251.25 | $918,274.24 | $167,022.99 | 22.23% |
| XV Xavier Volatier Transatlantique Private Wealth LLC | 601 | $417,013.59 | $597,209.55 | $180,195.96 | 43.21% |
CJ Harrison DecisionPoint Financial LLC | 1 | $796 | $996.26 | $200.26 | 25.16% |
| JG John Ginter Callan Family Office LLC | 4,969 | $4.11M | $4.89M | $776,764.71 | 18.9% |
Jonmichael Dolgetta Advanced Portfolio Management LLC | 1,486 | $1.14M | $1.46M | $318,598.16 | 27.98% |
Amna Ali Khan GDS Wealth Management | 232 | $172,294.46 | $230,670.64 | $58,376.18 | 33.88% |