| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JRS James RG Skjong Ulland Investment Advisors LLC | 400 | $22,532 | $42,036 | $19,504 | 86.56% |
Jeremy Baltz Raleigh Capital Management Inc. | 9 | $416.25 | $944.1 | $527.85 | 126.81% |
Christopher Clancy Global Wealth Strategies & Associates | 2,193 | $251,870.74 | $230,462.37 | -$21,408.37 | -8.5% |
William Jollie Quent Capital LLC | 2,121 | $212,806.65 | $220,499.16 | $7,692.51 | 3.61% |
| SMP Sotirios Mike Pappas Mystic Asset Management Inc. | 3,948 | $337,514.52 | $410,434.08 | $72,919.56 | 21.6% |
Missy Straw Nilsine Partners LLC | 1,858 | $210,782.88 | $194,662.66 | -$16,120.22 | -7.65% |
Dalila Toledo Ascent Group LLC | 16,886 | $945,913.57 | $1.77M | $829,058.32 | 87.65% |
| EM Erin Mccann Simplicity Wealth LLC | 4,230 | $353,673.64 | $438,524.1 | $84,850.46 | 23.99% |
Ed West Values First Advisors Inc. | 1,287 | $115,076.86 | $135,585.45 | $20,508.59 | 17.82% |
Michael Byun SageView Advisory Group LLC | 2,248 | $126,701.33 | $235,860.16 | $109,158.83 | 86.15% |
Daniel Hays Comprehensive Financial Consultants Institutional Inc. | 35,597 | $3.37M | $3.7M | $333,171.74 | 9.89% |
Leanne Menzel Smallwood Wealth Investment Management LLC | 14 | $1,294.02 | $1,466.36 | $172.34 | 13.32% |
Patricia A. Thompson Leeward Investments LLC - MA | 112,317 | $6.83M | $11.85M | $5.01M | 73.36% |
Christopher M. Marks Sterling Investment Counsel LLC | 3,050 | $281,911.5 | $321,226 | $39,314.5 | 13.95% |
Mark Fiskio Empirical Asset Management LLC | 5,154 | $591,988.44 | $539,984.58 | -$52,003.86 | -8.78% |
Daniel Ronan Catalyst Financial Partners LLC | 1,922 | $220,761 | $201,560.14 | -$19,200.86 | -8.7% |
Amanda Hawley Atria Wealth Solutions Inc. | 8,430 | $679,022.34 | $876,382.8 | $197,360.46 | 29.07% |
Michael Stulic Astoria Portfolio Advisors LLC | 2,180 | $250,394.8 | $228,573 | -$21,821.8 | -8.71% |
Mary Lecca ARGONAUTICA PRIVATE WEALTH MANAGEMENT Inc. | 3,440 | $395,118 | $361,956.8 | -$33,161.2 | -8.39% |
Leonid Berline ARMSTRONG ADVISORY GROUP Inc. | 1,728 | $83,778.41 | $179,055.36 | $95,276.95 | 113.72% |