| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Richard A. Flora Key Client Fiduciary Advisors LLC | 2,326 | $202,986.56 | $363,204.88 | $160,218.32 | 78.93% |
Missy Straw Nilsine Partners LLC | 4,809 | $430,406.36 | $750,925.3 | $320,518.94 | 74.47% |
Dalila Toledo Ascent Group LLC | 13,293 | $1.33M | $1.82M | $488,887.07 | 36.63% |
| EM Erin Mccann Simplicity Wealth LLC | 5,984 | $755,612 | $917,167.68 | $161,555.68 | 21.38% |
Joseph J. Costigan apricus wealth LLC | 24,838 | $2.23M | $3.88M | $1.65M | 74.17% |
Michael Byun SageView Advisory Group LLC | 1,894 | $242,884.54 | $296,107.96 | $53,223.42 | 21.91% |
David T. Morgan High Net Worth Advisory Group LLC | 2,779 | $230,017.83 | $433,940.82 | $203,922.99 | 88.66% |
Leanne Menzel Smallwood Wealth Investment Management LLC | 200 | $22,296 | $31,230 | $8,934 | 40.07% |
David K. Balsdon Harvest Portfolios Group Inc. | 457,045 | $41.31M | $69.62M | $28.3M | 68.5% |
Daniel Lavoie Walter Public Investments Inc. | 1,700 | $266,424 | $260,559 | -$5,865 | -2.2% |
| FFG Fiduciary Financial Group LLC Fiduciary Financial Group LLC | 3,929 | $448,769.98 | $539,019.51 | $90,249.53 | 20.11% |
Timothy Gerlach Novem Group | 8,727 | $1.06M | $1.36M | $302,639.93 | 28.55% |
Amanda Hawley Atria Wealth Solutions Inc. | 10,113 | $963,951.45 | $1.58M | $615,193.4 | 63.82% |
Eric Dahm Range Financial Group LLC | 3,335 | $336,620.55 | $520,760.22 | $184,139.67 | 54.7% |
Sean Murray Quantum Financial Advisors LLC | 2,574 | $355,065.88 | $353,127.06 | -$1,938.82 | -0.55% |
Edward Lowndes Angeles Wealth Management LLC | 4,448 | $523,856.74 | $611,044 | $87,187.26 | 16.64% |
Kevin Zemann WealthPlan Investment Management LLC | 9,630 | $1.24M | $1.32M | $78,584.93 | 6.32% |
Michael Stulic Astoria Portfolio Advisors LLC | 1,831 | $286,954.32 | $251,533.62 | -$35,420.7 | -12.34% |
Leonid Berline ARMSTRONG ADVISORY GROUP Inc. | 116 | $12,429.93 | $15,914.04 | $3,484.11 | 28.03% |
Nolan Baker Retirement Guys Formula LLC | 9,489 | $1.11M | $1.3M | $191,261.13 | 17.19% |