| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| WJ William Jollie Quent Capital LLC | 8,184 | $377,658.89 | $469,270.56 | $91,611.67 | 24.26% |
| MS Missy Straw Nilsine Partners LLC | 245,890 | $12.31M | $14.12M | $1.81M | 14.69% |
Dalila Toledo Ascent Group LLC | 20,632 | $1.48M | $1.18M | -$296,894.48 | -20.06% |
| REF Robert E. Frey Jr. Lakeside Advisors Inc. | 27,659 | $1.25M | $1.59M | $335,638.47 | 26.8% |
Joseph J. Costigan apricus wealth LLC | 54,650 | $2.98M | $3.14M | $154,159.5 | 5.17% |
Michael Byun SageView Advisory Group LLC | 17,301 | $1.07M | $992,039.34 | -$76,769.5 | -7.18% |
| TK Taro Kuriyama Axq Capita LLP | 18,146 | $1.31M | $1.04M | -$271,646.06 | -20.69% |
| DTM David T. Morgan High Net Worth Advisory Group LLC | 3,000 | $217,080 | $172,020 | -$45,060 | -20.76% |
| SFL Safeguard Financial LLC Safeguard Financial LLC | 3,291 | $222,767.79 | $188,870.49 | -$33,897.3 | -15.22% |
| MFA Millington Financial Advisors LLC Millington Financial Advisors LLC | 36,062 | $2.34M | $2.07M | -$268,106.27 | -11.48% |
Daniel Ronan Catalyst Financial Partners LLC | 4,578 | $331,264 | $262,822.52 | -$68,441.48 | -20.66% |
Amanda Hawley Atria Wealth Solutions Inc. | 17,238 | $1.17M | $981,016.3 | -$185,823.92 | -15.93% |
Lincoln Bach Delap Wealth Advisory LLC | 5,168 | $236,229.24 | $296,333.12 | $60,103.88 | 25.44% |
| SM Sean Murray Quantum Financial Advisors LLC | 3,926 | $226,165.56 | $225,391.27 | -$774.29 | -0.34% |
| EL Edward Lowndes Angeles Wealth Management LLC | 3,963 | $286,762.68 | $227,515.43 | -$59,247.25 | -20.66% |
Angela Cox W Advisors LLC | 23,830 | $1.09M | $1.37M | $280,387.18 | 25.78% |
| MS Michael Stulic Astoria Portfolio Advisors LLC | 5,650 | $319,391.08 | $324,365.93 | $4,974.85 | 1.56% |
Leonid Berline ARMSTRONG ADVISORY GROUP Inc. | 56 | $3,775 | $3,260.32 | -$514.68 | -13.63% |
Arpan Shah XY Capital Ltd. | 815 | $58,973 | $46,789.07 | -$12,183.93 | -20.66% |
| DAL Drake & Associates LLC Drake & Associates LLC | 18,459 | $1.3M | $1.06M | -$236,676.63 | -18.26% |