| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
William Jollie Quent Capital LLC | 2,214 | $108,218.71 | $111,563.46 | $3,344.75 | 3.09% |
Missy Straw Nilsine Partners LLC | 5,131 | $232,482.65 | $259,767.14 | $27,284.49 | 11.74% |
Dalila Toledo Ascent Group LLC | 107,654 | $4.06M | $5.47M | $1.41M | 34.72% |
| EM Erin Mccann Simplicity Wealth LLC | 4,394 | $203,881.6 | $221,787.15 | $17,905.55 | 8.78% |
Ed West Values First Advisors Inc. | 4 | $185.6 | $202.4 | $16.8 | 9.05% |
Michael Byun SageView Advisory Group LLC | 39,010 | $1.51M | $1.98M | $460,834.6 | 30.43% |
| SCA Stacy C. Ambrosini Alley Investment Management Company LLC | 25,048 | $811,304.72 | $1.26M | $452,241.64 | 55.74% |
David T. Morgan High Net Worth Advisory Group LLC | 9,006 | $291,886.18 | $454,983.12 | $163,096.94 | 55.88% |
Jason Matthews Kfg Wealth Management LLC | 6,446 | $196,580.31 | $328,874.92 | $132,294.61 | 67.3% |
David K. Balsdon Harvest Portfolios Group Inc. | 86,335 | $3.4M | $4.37M | $971,421.27 | 28.6% |
| FFG Fiduciary Financial Group LLC Fiduciary Financial Group LLC | 8,055 | $270,917.08 | $408,670.42 | $137,753.34 | 50.85% |
Mark Fiskio Empirical Asset Management LLC | 14,224 | $599,730.85 | $720,090 | $120,359.15 | 20.07% |
Daniel Ronan Catalyst Financial Partners LLC | 23,204 | $897,069.65 | $1.18M | $278,212.95 | 31.01% |
Amanda Hawley Atria Wealth Solutions Inc. | 20,067 | $698,312.56 | $1.01M | $312,662.9 | 44.77% |
Edward Lowndes Angeles Wealth Management LLC | 6,830 | $273,142.32 | $345,802.9 | $72,660.58 | 26.6% |
Michael Stulic Astoria Portfolio Advisors LLC | 6,448 | $218,319.28 | $327,139.28 | $108,820 | 49.84% |
Mary Lecca ARGONAUTICA PRIVATE WEALTH MANAGEMENT Inc. | 6,895 | $265,940.15 | $350,748.65 | $84,808.5 | 31.89% |
Leonid Berline ARMSTRONG ADVISORY GROUP Inc. | 1,121 | $39,216.09 | $56,761.83 | $17,545.74 | 44.74% |
Nadine Hofstetter Northwest Bank & Trust Co. | 524 | $15,454.86 | $26,498.68 | $11,043.82 | 71.46% |
| BFG Bleakley Financial Group LLC Bleakley Financial Group LLC | 24,748 | $1.05M | $1.25M | $191,980.7 | 18.2% |