| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Missy Straw Nilsine Partners LLC | 247,802 | $12.41M | $15.65M | $3.24M | 26.08% |
Dalila Toledo Ascent Group LLC | 23,275 | $1.63M | $1.48M | -$142,917.9 | -8.79% |
| EM Erin Mccann Simplicity Wealth LLC | 5,265 | $292,365.45 | $333,932.62 | $41,567.17 | 14.22% |
| REF Robert E. Frey Jr. Lakeside Advisors Inc. | 27,191 | $1.23M | $1.73M | $494,049.95 | 40.13% |
Joseph J. Costigan apricus wealth LLC | 76,455 | $4.19M | $4.81M | $611,068.1 | 14.57% |
Katie Christensen iSAM Funds UKK) Ltd | 5,900 | $327,627 | $373,263.5 | $45,636.5 | 13.93% |
| SFL Safeguard Financial LLC Safeguard Financial LLC | 3,291 | $222,767.79 | $206,773.53 | -$15,994.26 | -7.18% |
| MFA Millington Financial Advisors LLC Millington Financial Advisors LLC | 38,279 | $2.46M | $2.41M | -$53,176.21 | -2.16% |
Daniel Ronan Catalyst Financial Partners LLC | 5,244 | $368,246.94 | $330,975.06 | -$37,271.88 | -10.12% |
Amanda Hawley Atria Wealth Solutions Inc. | 17,238 | $1.17M | $1.08M | -$85,845.24 | -7.36% |
Lincoln Bach Delap Wealth Advisory LLC | 5,263 | $241,798.45 | $334,884.69 | $93,086.24 | 38.5% |
Sean Murray Quantum Financial Advisors LLC | 3,926 | $226,165.56 | $248,201.72 | $22,036.16 | 9.74% |
Edward Lowndes Angeles Wealth Management LLC | 4,767 | $331,408.8 | $301,798.77 | -$29,610.03 | -8.93% |
Angela Cox W Advisors LLC | 23,880 | $1.09M | $1.51M | $418,509.96 | 38.38% |
Michael Stulic Astoria Portfolio Advisors LLC | 6,013 | $339,548.47 | $380,592.83 | $41,044.36 | 12.09% |
Leonid Berline ARMSTRONG ADVISORY GROUP Inc. | 56 | $3,775 | $3,542 | -$233 | -6.17% |
| DAL Drake & Associates LLC Drake & Associates LLC | 10,154 | $728,346.42 | $637,569.66 | -$90,776.76 | -12.46% |
John Ritter Ritter Daniher Financial Advisory LLC / DE | 3,619 | $175,361.79 | $229,155.08 | $53,793.29 | 30.68% |
| BFG Bleakley Financial Group LLC Bleakley Financial Group LLC | 13,901 | $700,107.08 | $884,381.62 | $184,274.54 | 26.32% |
CJ Harrison DecisionPoint Financial LLC | 15 | $919.67 | $940.65 | $20.98 | 2.28% |