| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Amanda Hawley Atria Wealth Solutions Inc. | 29,590 | $402,661.2 | $436,156.6 | $33,495.4 | 8.32% |
Leonid Berline ARMSTRONG ADVISORY GROUP Inc. | 200 | $2,882 | $2,944 | $62 | 2.15% |
Belena Vincetti Fortis Capital Advisors LLC | 20,397 | $272,258.58 | $298,918.03 | $26,659.45 | 9.79% |
Bree Pate Olisti Co. Wealth LLC | 4,400 | $63,184 | $64,504 | $1,320 | 2.09% |
Moises Valladares Insigneo Advisory Services LLC | 10,845 | $143,262.77 | $158,445.45 | $15,182.68 | 10.6% |
Scott Highmark Mosaic Family Wealth Partners LLC | 10,213 | $134,909 | $149,639.85 | $14,730.85 | 10.92% |
| CAD Chelsea A. Delgado Main Street Group Ltd. | 4,753 | $64,997.11 | $69,441.33 | $4,444.22 | 6.84% |
Paul B. Ordonio Park Place Capital Corp. | 2,003 | $28,863.23 | $29,504.19 | $640.96 | 2.22% |
Jeffrey Steele Silverlake Wealth Management LLC | 17,242 | $288,627 | $252,681.51 | -$35,945.49 | -12.45% |
David Kronour Kapstone Financial Advisors LLC | 11,185 | $160,393 | $164,643.2 | $4,250.2 | 2.65% |
Katherine Stoner Empower Advisory Group, LLC | 11,966 | $150,781.98 | $175,062.58 | $24,280.6 | 16.1% |
Christopher C. Powers Farther Finance Advisors, LLC | 789 | $10,963.11 | $11,740.32 | $777.21 | 7.09% |
Patrick J. DiNuzzo DiNuzzo Private Wealth, Inc. | 1,297 | $17,134 | $19,143.85 | $2,009.85 | 11.73% |
Teresa Douberly Burford Brothers, Inc. | 13,200 | $162,756 | $194,700 | $31,944 | 19.63% |
Benj Foor Frazier Financial Advisors, LLC | 358 | $4,974.17 | $5,237.54 | $263.37 | 5.29% |
Michelle Taylor BALANCED WEALTH GROUP LLC | 617,433 | $7.84M | $9.09M | $1.24M | 15.86% |
Focus Financial Network Inc. Focus Financial Network, Inc. | 54,284 | $809,444.31 | $798,789.06 | -$10,655.25 | -1.32% |
Lee Larson Everstar Asset Management, LLC | 24,960 | $346,195.01 | $367,041.79 | $20,846.78 | 6.02% |
Melissa Flynn MCCARTER PRIVATE WEALTH SERVICES LLC | 23,852 | $341,426.58 | $351,817 | $10,390.42 | 3.04% |
David Levy Diversified Enterprises LLC | 16,693 | $230,452.19 | $244,552.45 | $14,100.26 | 6.12% |