| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| DTM David T. Morgan High Net Worth Advisory Group LLC | 4,729 | $389,628.92 | $424,002.14 | $34,373.22 | 8.82% |
Jason Matthews Kfg Wealth Management LLC | 17,688 | $1.33M | $1.59M | $261,413.13 | 19.67% |
Kristen Williams Athena Investment Management | 5,713 | $468,476.9 | $513,655.83 | $45,178.93 | 9.64% |
Leanne Menzel Smallwood Wealth Investment Management LLC | 291 | $20,595.18 | $26,082.33 | $5,487.15 | 26.64% |
| CS Catherine Salsman Paragon Private Wealth Management LLC | 11,712 | $898,894.07 | $1.05M | $150,852.49 | 16.78% |
| MC Molly Crider Walker Asset Management LLC | 5,068 | $321,447.38 | $450,063.74 | $128,616.36 | 40.01% |
| CMD Chris M. Denholm Objective Capital Management LLC | 2,349 | $218,175.12 | $210,611.34 | -$7,563.78 | -3.47% |
| MT Michael Topley Lansing Street Advisors | 2,455 | $228,020.4 | $220,041.65 | -$7,978.75 | -3.5% |
Jim Clark Worth Asset Management LLC | 3,179 | $246,567.75 | $284,933.77 | $38,366.02 | 15.56% |
| MSN Melissa S. Nehrt Powers Advisory Group LLC | 3,957 | $287,029.02 | $354,665.91 | $67,636.89 | 23.56% |
Daniel Ronan Catalyst Financial Partners LLC | 13,098 | $1.01M | $1.17M | $160,226.56 | 15.82% |
Amanda Hawley Atria Wealth Solutions Inc. | 33,654 | $2.25M | $3.01M | $763,491.37 | 34% |
Craig Johnsen Fortitude Advisory Group LLC | 2,885 | $186,487.57 | $258,438.3 | $71,950.73 | 38.58% |
Jeffrey Gilbert Balboa Wealth Partners | 3,201 | $297,308.88 | $286,745.58 | -$10,563.3 | -3.55% |
| EL Edward Lowndes Angeles Wealth Management LLC | 10,903 | $837,438.23 | $976,690.74 | $139,252.51 | 16.63% |
| JMP James M. Perkins Quantum Private Wealth LLC | 11,981 | $1.11M | $1.07M | -$39,017.72 | -3.52% |
Angela Cox W Advisors LLC | 10,417 | $972,531.12 | $933,154.86 | -$39,376.26 | -4.05% |
| WIM Warwick Investment Management Inc. Warwick Investment Management Inc. | 4,717 | $345,878.39 | $422,548.86 | $76,670.47 | 22.17% |
Benjamin Cauley Carr Financial Group Corp. | 3,044 | $250,149.1 | $272,681.52 | $22,532.42 | 9.01% |
| MS Michael Stulic Astoria Portfolio Advisors LLC | 6,348 | $450,951.72 | $568,653.84 | $117,702.12 | 26.1% |