| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| KJ Ken Joseph Braidwel LLP | 70,137 | $31.4M | $29.93M | -$1.47M | -4.68% |
Leanne Menzel Smallwood Wealth Investment Management LLC | 36 | $17,829.72 | $15,479.64 | -$2,350.08 | -13.18% |
| CS Catherine Salsman Paragon Private Wealth Management LLC | 1,006 | $489,254.33 | $431,926.1 | -$57,328.23 | -11.72% |
Bryan Kupchik Capstone Wealth Management Group LLC | 1,195 | $533,057.07 | $511,065.65 | -$21,991.42 | -4.13% |
David K. Balsdon Harvest Portfolios Group Inc. | 147,970 | $50.95M | $63.63M | $12.67M | 24.87% |
| FFG Fiduciary Financial Group LLC Fiduciary Financial Group LLC | 984 | $431,403.38 | $423,425.04 | -$7,978.34 | -1.85% |
Scott Williams Investmark Advisory Group LLC | 1,282 | $418,396.37 | $552,131.76 | $133,735.39 | 31.96% |
Michael Topley Lansing Street Advisors | 1,650 | $817,081.3 | $711,249 | -$105,832.3 | -12.95% |
Mark Fiskio Empirical Asset Management LLC | 1,232 | $567,939.68 | $530,456.08 | -$37,483.6 | -6.6% |
Daniel Ronan Catalyst Financial Partners LLC | 2,433 | $954,321.01 | $1.05M | $94,338.48 | 9.89% |
Amanda Hawley Atria Wealth Solutions Inc. | 4,402 | $1.56M | $1.88M | $321,181.43 | 20.56% |
Matthew Heller Willner & Heller LLC | 3,510 | $840,447.04 | $1.52M | $675,170.96 | 80.33% |
Craig Johnsen Fortitude Advisory Group LLC | 958 | $305,532.34 | $409,889.87 | $104,357.53 | 34.16% |
Jeffrey Gilbert Balboa Wealth Partners | 2,038 | $825,852.27 | $876,880.07 | $51,027.8 | 6.18% |
Edward Lowndes Angeles Wealth Management LLC | 3,505 | $1.25M | $1.5M | $250,711.43 | 20.01% |
Kevin Zemann WealthPlan Investment Management LLC | 5,122 | $2.46M | $2.19M | -$264,651.91 | -10.78% |
Mary Lecca ARGONAUTICA PRIVATE WEALTH MANAGEMENT Inc. | 1,280 | $631,408.72 | $552,921.6 | -$78,487.12 | -12.43% |
Leonid Berline ARMSTRONG ADVISORY GROUP Inc. | 23 | $10,594.19 | $9,803.63 | -$790.56 | -7.46% |
| MK Malinda Khauv Cercano Management LLC | 1,870 | $804,264.59 | $807,952.2 | $3,687.61 | 0.46% |
John Ritter Ritter Daniher Financial Advisory LLC / DE | 403 | $132,785.55 | $172,975.66 | $40,190.11 | 30.27% |