| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Missy Straw Nilsine Partners LLC | 4,159 | $1.92M | $2.26M | $338,670.64 | 17.67% |
Dalila Toledo Ascent Group LLC | 3,483 | $1.65M | $1.84M | $188,039.81 | 11.4% |
| EM Erin Mccann Simplicity Wealth LLC | 1,566 | $828,696.43 | $820,521.39 | -$8,175.04 | -0.99% |
Michael Byun SageView Advisory Group LLC | 3,120 | $1.64M | $1.63M | -$5,085.42 | -0.31% |
Daniel Hays Comprehensive Financial Consultants Institutional Inc. | 3,424 | $1.38M | $1.81M | $428,212.79 | 31.07% |
Thomas Mason Mason & Associates Inc. | 1,360 | $594,960.66 | $714,380.84 | $119,420.18 | 20.07% |
David T. Morgan High Net Worth Advisory Group LLC | 531 | $256,444.81 | $279,852.95 | $23,408.14 | 9.13% |
Kristen Williams Athena Investment Management | 2,699 | $1.21M | $1.42M | $216,281.54 | 17.91% |
| SFL Safeguard Financial LLC Safeguard Financial LLC | 992 | $469,329.44 | $522,813.79 | $53,484.35 | 11.4% |
Brian Levy West Wealth Group LLC | 404 | $204,762 | $212,920.13 | $8,158.13 | 3.98% |
Timothy Gerlach Novem Group | 331 | $225,821 | $169,567.99 | -$56,253.01 | -24.91% |
Daniel Ronan Catalyst Financial Partners LLC | 1,792 | $875,751.81 | $944,437.81 | $68,686 | 7.84% |
Amanda Hawley Atria Wealth Solutions Inc. | 3,263 | $1.69M | $1.71M | $20,934.37 | 1.24% |
Craig Johnsen Fortitude Advisory Group LLC | 499 | $265,306.93 | $262,114.72 | -$3,192.21 | -1.2% |
Jeffrey Gilbert Balboa Wealth Partners | 908 | $485,853.3 | $475,755.7 | -$10,097.6 | -2.08% |
Edward Lowndes Angeles Wealth Management LLC | 766 | $432,000.71 | $401,399.32 | -$30,601.39 | -7.08% |
James M. Perkins Quantum Private Wealth LLC | 2,738 | $1.27M | $1.43M | $162,368 | 12.76% |
Kevin Zemann WealthPlan Investment Management LLC | 1,186 | $693,071.29 | $621,487.72 | -$71,583.57 | -10.33% |
Benjamin Cauley Carr Financial Group Corp. | 389 | $239,062.36 | $203,843.78 | -$35,218.58 | -14.73% |
Michael Stulic Astoria Portfolio Advisors LLC | 1,000 | $480,197.92 | $524,020 | $43,822.08 | 9.13% |