| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
William Jollie Quent Capital LLC | 2,611 | $120,904.97 | $149,061.99 | $28,157.02 | 23.29% |
Missy Straw Nilsine Partners LLC | 5,551 | $250,765.06 | $313,631.5 | $62,866.44 | 25.07% |
Dalila Toledo Ascent Group LLC | 19,898 | $672,441.07 | $1.08M | $409,811.15 | 60.94% |
| EM Erin Mccann Simplicity Wealth LLC | 7,125 | $341,006.87 | $405,840 | $64,833.13 | 19.01% |
Ed West Values First Advisors Inc. | 4 | $225.48 | $226 | $0.52 | 0.23% |
Michael Byun SageView Advisory Group LLC | 7,981 | $357,440.9 | $455,595.38 | $98,154.48 | 27.46% |
| KB Kimberly Byrne Bill Few Associates Inc. | 7,429 | $282,764.31 | $419,738.5 | $136,974.19 | 48.44% |
Daniel Hays Comprehensive Financial Consultants Institutional Inc. | 8,368 | $388,777.28 | $472,792 | $84,014.72 | 21.61% |
Leanne Menzel Smallwood Wealth Investment Management LLC | 100 | $3,920 | $5,650 | $1,730 | 44.13% |
David K. Balsdon Harvest Portfolios Group Inc. | 100,993 | $3.11M | $5.86M | $2.75M | 88.35% |
Christopher M. Marks Sterling Investment Counsel LLC | 8,646 | $404,814.86 | $488,499 | $83,684.14 | 20.67% |
Daniel Ronan Catalyst Financial Partners LLC | 6,262 | $290,932.54 | $353,803 | $62,870.46 | 21.61% |
Amanda Hawley Atria Wealth Solutions Inc. | 5,326 | $225,086.68 | $300,919 | $75,832.32 | 33.69% |
Edward Lowndes Angeles Wealth Management LLC | 10,122 | $459,180.42 | $550,535.58 | $91,355.16 | 19.9% |
Angela Cox W Advisors LLC | 4,814 | $214,556.68 | $261,833.46 | $47,276.78 | 22.03% |
| WIM Warwick Investment Management Inc. Warwick Investment Management Inc. | 5,910 | $333,146.7 | $321,592.65 | -$11,554.05 | -3.47% |
| TL Tradewinds LLC Tradewinds LLC | 25,863 | $1.46M | $1.41M | -$50,950.11 | -3.49% |
Leonid Berline ARMSTRONG ADVISORY GROUP Inc. | 601 | $27,923 | $32,688.39 | $4,765.39 | 17.07% |
John Ritter Ritter Daniher Financial Advisory LLC / DE | 9,356 | $305,786.74 | $509,059.96 | $203,273.22 | 66.48% |
| BFG Bleakley Financial Group LLC Bleakley Financial Group LLC | 63,529 | $2.83M | $3.46M | $630,266.36 | 22.31% |