| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Richard A. Flora Key Client Fiduciary Advisors LLC | 13,841 | $184,804.95 | $167,476.1 | -$17,328.85 | -9.38% |
Dalila Toledo Ascent Group LLC | 278,987 | $3.4M | $3.41M | $9,824.26 | 0.29% |
| EM Erin Mccann Simplicity Wealth LLC | 41,805 | $494,273.09 | $513,783.45 | $19,510.36 | 3.95% |
Robert Glass AlphaCentric Advisors LLC | 17,349 | $202,553.3 | $209,922.9 | $7,369.6 | 3.64% |
Michael Byun SageView Advisory Group LLC | 48,515 | $530,596.02 | $584,605.75 | $54,009.73 | 10.18% |
Taro Kuriyama Axq Capita LLP | 136,894 | $1.58M | $1.68M | $99,932.76 | 6.33% |
Leanne Menzel Smallwood Wealth Investment Management LLC | 2,192 | $22,101.36 | $26,413.6 | $4,312.24 | 19.51% |
Jaimie Palmer Beacon Capital Management LLC | 13,942 | $213,620.48 | $168,698.2 | -$44,922.28 | -21.03% |
| CS Catherine Salsman Paragon Private Wealth Management LLC | 48,293 | $593,133.1 | $584,345.3 | -$8,787.8 | -1.48% |
Molly Crider Walker Asset Management LLC | 15,926 | $172,568.98 | $191,908.3 | $19,339.32 | 11.21% |
| BPN Brent P. Nicks Strategic Planning Inc. | 867,340 | $8.76M | $10.64M | $1.88M | 21.42% |
Christopher M. Marks Sterling Investment Counsel LLC | 28,449 | $357,481.9 | $344,232.9 | -$13,249 | -3.71% |
Mark Ledingham KEYSTONE INVESTORS PTE Ltd. | 870,379 | $12.1M | $10.7M | -$1.4M | -11.55% |
Timothy Gerlach Novem Group | 15,453 | $157,633.33 | $186,208.65 | $28,575.32 | 18.13% |
Daniel Ronan Catalyst Financial Partners LLC | 15,639 | $192,138.86 | $188,449.95 | -$3,688.91 | -1.92% |
Amanda Hawley Atria Wealth Solutions Inc. | 80,667 | $1.19M | $993,010.77 | -$201,041.42 | -16.84% |
Jeffrey Gilbert Balboa Wealth Partners | 11,825 | $138,195.1 | $142,491.25 | $4,296.15 | 3.11% |
Gary M. Coon Finer Wealth Management Inc. | 21,355 | $264,511.94 | $263,093.6 | -$1,418.34 | -0.54% |
Sean Murray Quantum Financial Advisors LLC | 14,685 | $162,545.26 | $177,688.5 | $15,143.24 | 9.32% |
Edward Lowndes Angeles Wealth Management LLC | 118,758 | $1.43M | $1.43M | $2,047.67 | 0.14% |