| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Brian Levy West Wealth Group LLC | 407 | $206,289.93 | $226,890.28 | $20,600.35 | 9.99% |
Daniel Ronan Catalyst Financial Partners LLC | 1,977 | $969,974.17 | $1.07M | $102,508.75 | 10.57% |
Amanda Hawley Atria Wealth Solutions Inc. | 3,263 | $1.69M | $1.77M | $81,364.99 | 4.82% |
Craig Johnsen Fortitude Advisory Group LLC | 499 | $265,306.93 | $270,697.51 | $5,390.58 | 2.03% |
Jeffrey Gilbert Balboa Wealth Partners | 676 | $383,715.01 | $347,971 | -$35,744.01 | -9.32% |
Edward Lowndes Angeles Wealth Management LLC | 721 | $407,448.26 | $374,548.68 | -$32,899.58 | -8.07% |
James M. Perkins Quantum Private Wealth LLC | 2,545 | $1.19M | $1.32M | $137,014.3 | 11.56% |
Kevin Zemann WealthPlan Investment Management LLC | 1,253 | $727,195.06 | $650,914.7 | -$76,280.36 | -10.49% |
Michael Stulic Astoria Portfolio Advisors LLC | 1,000 | $480,197.92 | $518,770 | $38,572.08 | 8.03% |
| TL Tradewinds LLC Tradewinds LLC | 2,680 | $1.41M | $1.39M | -$19,795.28 | -1.4% |
Leonid Berline ARMSTRONG ADVISORY GROUP Inc. | 38 | $20,553.63 | $19,706.8 | -$846.83 | -4.12% |
Brad Saenz Coastwise Capital Group LLC | 600 | $317,188.23 | $311,106 | -$6,082.23 | -1.92% |
| MK Malinda Khauv Cercano Management LLC | 437 | $223,748.37 | $226,588.87 | $2,840.5 | 1.27% |
John Ritter Ritter Daniher Financial Advisory LLC / DE | 100 | $51,201 | $51,851 | $650 | 1.27% |
| BFG Bleakley Financial Group LLC Bleakley Financial Group LLC | 14,155 | $7.28M | $7.34M | $62,945.25 | 0.86% |
CJ Harrison DecisionPoint Financial LLC | 36 | $20,461.78 | $18,666.36 | -$1,795.42 | -8.77% |
| JG John Ginter Callan Family Office LLC | 5,357 | $2.89M | $2.78M | -$115,343.7 | -3.99% |
Linda M. Dagilus Greenfield Savings Bank | 1,167 | $558,448.57 | $605,101.17 | $46,652.6 | 8.35% |
Mark Mowrey Signature Resources Capital Management LLC | 22 | $10,713.5 | $11,407.22 | $693.72 | 6.48% |
Junaid Subhan Sagard Holdings Management Inc. | 41 | $20,499 | $21,258.91 | $759.91 | 3.71% |