| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
William Jollie Quent Capital LLC | 169 | $38,699.57 | $40,510.99 | $1,811.42 | 4.68% |
Missy Straw Nilsine Partners LLC | 6,641 | $1.29M | $1.52M | $231,954.3 | 17.98% |
Dalila Toledo Ascent Group LLC | 2,054 | $472,031.78 | $470,694.64 | -$1,337.14 | -0.28% |
Michael Byun SageView Advisory Group LLC | 1,394 | $335,389.52 | $334,183.62 | -$1,205.9 | -0.36% |
Daniel Hays Comprehensive Financial Consultants Institutional Inc. | 11,391 | $2.26M | $2.61M | $352,615.46 | 15.62% |
Samuel Miller Kraft, Davis & Associates LLC | 928 | $212,001.09 | $212,660.48 | $659.39 | 0.31% |
Timothy Gerlach Novem Group | 15,526 | $3.2M | $3.56M | $357,126.24 | 11.16% |
Daniel Ronan Catalyst Financial Partners LLC | 1,017 | $285,808 | $233,055.72 | -$52,752.28 | -18.46% |
Amanda Hawley Atria Wealth Solutions Inc. | 1,210 | $276,839.74 | $277,283.6 | $443.86 | 0.16% |
Matthew Heller Willner & Heller LLC | 1,584 | $359,117.72 | $362,989.44 | $3,871.72 | 1.08% |
Edward Lowndes Angeles Wealth Management LLC | 928 | $260,795.84 | $212,660.48 | -$48,135.36 | -18.46% |
James M. Perkins Quantum Private Wealth LLC | 4,531 | $987,495.48 | $1.04M | $50,828.48 | 5.15% |
Benjamin Cauley Carr Financial Group Corp. | 958 | $269,227 | $227,620.81 | -$41,606.19 | -15.45% |
Mary Lecca ARGONAUTICA PRIVATE WEALTH MANAGEMENT Inc. | 3,406 | $706,296.25 | $780,518.96 | $74,222.71 | 10.51% |
Leonid Berline ARMSTRONG ADVISORY GROUP Inc. | 44 | $9,880.44 | $10,083.04 | $202.6 | 2.05% |
John Ritter Ritter Daniher Financial Advisory LLC / DE | 21 | $4,558.26 | $4,812.36 | $254.1 | 5.57% |
CJ Harrison DecisionPoint Financial LLC | 4 | $1,117 | $950.4 | -$166.6 | -14.91% |
| JG John Ginter Callan Family Office LLC | 4,527 | $1.01M | $1.06M | $51,286.09 | 5.1% |
Linda M. Dagilus Greenfield Savings Bank | 2,463 | $518,770.82 | $564,421.08 | $45,650.26 | 8.8% |
| TIM Tevis Investment Management Tevis Investment Management | 1,275 | $250,996.5 | $302,940.01 | $51,943.51 | 20.69% |