| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jim Clark Worth Asset Management LLC | 1,405 | $206,029.2 | $209,134.25 | $3,105.05 | 1.51% |
| MSN Melissa S. Nehrt Powers Advisory Group LLC | 13,370 | $2.18M | $1.99M | -$185,831.89 | -8.54% |
Daniel Ronan Catalyst Financial Partners LLC | 20,077 | $3.31M | $2.99M | -$320,568.63 | -9.69% |
Amanda Hawley Atria Wealth Solutions Inc. | 55,657 | $7.37M | $8.3M | $928,932.01 | 12.6% |
| LV Leah Vaden Redwood Financial Network Corp. | 1,409 | $214,241.16 | $209,729.65 | -$4,511.51 | -2.11% |
Matthew Heller Willner & Heller LLC | 5,279 | $861,001.7 | $785,779.15 | -$75,222.55 | -8.74% |
| SK Stephen Kenney Gray Private Wealth LLC | 3,449 | $522,087.25 | $513,383.65 | -$8,703.6 | -1.67% |
Craig Johnsen Fortitude Advisory Group LLC | 5,203 | $824,513.71 | $775,975.42 | -$48,538.29 | -5.89% |
Jeffrey Gilbert Balboa Wealth Partners | 5,787 | $829,818.19 | $863,015.31 | $33,197.12 | 4% |
| GMC Gary M. Coon Finer Wealth Management Inc. | 26,133 | $4.22M | $3.89M | -$327,624.97 | -7.77% |
| SM Sean Murray Quantum Financial Advisors LLC | 5,816 | $854,512.59 | $867,398.24 | $12,885.65 | 1.51% |
| EL Edward Lowndes Angeles Wealth Management LLC | 8,664 | $1.32M | $1.29M | -$30,023.43 | -2.27% |
| JMP James M. Perkins Quantum Private Wealth LLC | 4,031 | $656,385.98 | $601,183.34 | -$55,202.64 | -8.41% |
Angela Cox W Advisors LLC | 6,050 | $979,271.85 | $902,297 | -$76,974.85 | -7.86% |
Kevin Zemann WealthPlan Investment Management LLC | 31,707 | $4.71M | $4.73M | $17,275.4 | 0.37% |
| VC Vito Collacuro Sutton Place Investors LLC | 1,550 | $223,882 | $231,167 | $7,285 | 3.25% |
| WIM Warwick Investment Management Inc. Warwick Investment Management Inc. | 2,586 | $415,613.58 | $385,676.04 | -$29,937.54 | -7.2% |
Benjamin Cauley Carr Financial Group Corp. | 2,428 | $380,942.14 | $362,111.92 | -$18,830.22 | -4.94% |
| MS Michael Stulic Astoria Portfolio Advisors LLC | 2,056 | $294,663.44 | $306,631.84 | $11,968.4 | 4.06% |
Mary Lecca ARGONAUTICA PRIVATE WEALTH MANAGEMENT Inc. | 4,288 | $695,728 | $639,512.32 | -$56,215.68 | -8.08% |