| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| DC Debora Caley Richwood Investment Advisors LLC | 7,753 | $301,302.12 | $369,895.63 | $68,593.51 | 22.77% |
Paul Elam Oak Harbor Wealth Partners LLC | 4,920 | $228,288 | $249,025.8 | $20,737.8 | 9.08% |
William Jollie Quent Capital LLC | 2,214 | $108,218.71 | $114,773.76 | $6,555.05 | 6.06% |
Missy Straw Nilsine Partners LLC | 5,131 | $232,482.65 | $244,800.01 | $12,317.36 | 5.3% |
Dalila Toledo Ascent Group LLC | 102,828 | $3.83M | $4.91M | $1.08M | 28.14% |
| EM Erin Mccann Simplicity Wealth LLC | 4,394 | $203,881.6 | $222,402.31 | $18,520.71 | 9.08% |
Ed West Values First Advisors Inc. | 4 | $185.6 | $190.84 | $5.24 | 2.82% |
Michael Byun SageView Advisory Group LLC | 39,010 | $1.51M | $2.02M | $507,646.6 | 33.52% |
| SCA Stacy C. Ambrosini Alley Investment Management Company LLC | 25,048 | $811,304.72 | $1.2M | $383,735.36 | 47.3% |
David T. Morgan High Net Worth Advisory Group LLC | 9,006 | $291,886.18 | $429,676.26 | $137,790.08 | 47.21% |
Jason Matthews Kfg Wealth Management LLC | 6,743 | $205,340.33 | $321,708.53 | $116,368.2 | 56.67% |
David K. Balsdon Harvest Portfolios Group Inc. | 86,335 | $3.4M | $4.43M | $1.04M | 30.49% |
| FFG Fiduciary Financial Group LLC Fiduciary Financial Group LLC | 8,038 | $270,075.07 | $383,492.98 | $113,417.91 | 41.99% |
Mark Fiskio Empirical Asset Management LLC | 14,224 | $599,730.85 | $737,229.92 | $137,499.07 | 22.93% |
Daniel Ronan Catalyst Financial Partners LLC | 23,204 | $897,069.65 | $1.11M | $209,993.19 | 23.41% |
Amanda Hawley Atria Wealth Solutions Inc. | 20,067 | $698,312.56 | $957,396.57 | $259,084.01 | 37.1% |
Edward Lowndes Angeles Wealth Management LLC | 6,830 | $273,142.32 | $325,859.3 | $52,716.98 | 19.3% |
Michael Stulic Astoria Portfolio Advisors LLC | 6,448 | $218,319.28 | $307,634.08 | $89,314.8 | 40.91% |
Mary Lecca ARGONAUTICA PRIVATE WEALTH MANAGEMENT Inc. | 6,895 | $265,940.15 | $328,960.45 | $63,020.3 | 23.7% |
Leonid Berline ARMSTRONG ADVISORY GROUP Inc. | 799 | $23,267.18 | $38,120.29 | $14,853.11 | 63.84% |