| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Taro Kuriyama Axq Capita LLP | 2,869 | $1.46M | $1.61M | $146,462.84 | 10.02% |
Thomas Mason Mason & Associates Inc. | 1,360 | $594,960.66 | $741,886.8 | $146,926.14 | 24.7% |
David T. Morgan High Net Worth Advisory Group LLC | 533 | $257,463.43 | $300,212.25 | $42,748.82 | 16.6% |
Kristen Williams Athena Investment Management | 2,699 | $1.21M | $1.52M | $315,766.68 | 26.15% |
| SFL Safeguard Financial LLC Safeguard Financial LLC | 992 | $469,329.44 | $555,014.08 | $85,684.64 | 18.26% |
Brian Levy West Wealth Group LLC | 424 | $214,509.09 | $233,503.16 | $18,994.07 | 8.85% |
Daniel Ronan Catalyst Financial Partners LLC | 1,977 | $969,974.17 | $1.09M | $116,921.12 | 12.05% |
Amanda Hawley Atria Wealth Solutions Inc. | 3,263 | $1.69M | $1.84M | $149,300.72 | 8.84% |
Craig Johnsen Fortitude Advisory Group LLC | 499 | $265,306.93 | $281,256.36 | $15,949.43 | 6.01% |
Jeffrey Gilbert Balboa Wealth Partners | 754 | $421,426.45 | $423,174.95 | $1,748.5 | 0.41% |
Edward Lowndes Angeles Wealth Management LLC | 721 | $407,448.26 | $396,676.17 | -$10,772.09 | -2.64% |
James M. Perkins Quantum Private Wealth LLC | 2,540 | $1.18M | $1.43M | $242,541.37 | 20.5% |
Michael Stulic Astoria Portfolio Advisors LLC | 1,000 | $480,197.92 | $549,450 | $69,252.08 | 14.42% |
| TL Tradewinds LLC Tradewinds LLC | 2,680 | $1.41M | $1.47M | $56,021.92 | 3.97% |
Leonid Berline ARMSTRONG ADVISORY GROUP Inc. | 33 | $17,825.58 | $18,474.72 | $649.14 | 3.64% |
Brad Saenz Coastwise Capital Group LLC | 600 | $317,188.23 | $339,246 | $22,057.77 | 6.95% |
| MK Malinda Khauv Cercano Management LLC | 437 | $223,748.37 | $246,655.91 | $22,907.54 | 10.24% |
John Ritter Ritter Daniher Financial Advisory LLC / DE | 100 | $51,201 | $55,010.5 | $3,809.5 | 7.44% |
| BFG Bleakley Financial Group LLC Bleakley Financial Group LLC | 14,155 | $7.28M | $7.98M | $698,080.1 | 9.59% |
CJ Harrison DecisionPoint Financial LLC | 36 | $20,461.78 | $20,293.2 | -$168.58 | -0.82% |