| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Marc H. Stone Tyler-Stone Wealth Management | 5,304 | $955,568.69 | $1.12M | $165,802.99 | 17.35% |
Missy Straw Nilsine Partners LLC | 5,735 | $1.46M | $1.21M | -$248,277.25 | -17% |
Dalila Toledo Ascent Group LLC | 41,963 | $7.31M | $8.87M | $1.56M | 21.29% |
| EM Erin Mccann Simplicity Wealth LLC | 7,018 | $1.63M | $1.51M | -$115,549.8 | -7.1% |
Robert Glass AlphaCentric Advisors LLC | 445 | $101,335.4 | $94,081.9 | -$7,253.5 | -7.16% |
Michael Byun SageView Advisory Group LLC | 5,677 | $1.47M | $1.22M | -$249,388.91 | -16.94% |
Nichole Raftopoulos Nvest Financial LLC | 11,021 | $1.73M | $2.33M | $596,153.98 | 34.38% |
Jason Matthews Kfg Wealth Management LLC | 1,931 | $474,027.85 | $408,252.02 | -$65,775.83 | -13.88% |
Leanne Menzel Smallwood Wealth Investment Management LLC | 5 | $1,138.6 | $1,057.1 | -$81.5 | -7.16% |
Mark Fiskio Empirical Asset Management LLC | 2,821 | $706,598.08 | $607,558.77 | -$99,039.31 | -14.02% |
Daniel Ronan Catalyst Financial Partners LLC | 5,767 | $1.05M | $1.22M | $171,471.97 | 16.37% |
Amanda Hawley Atria Wealth Solutions Inc. | 21,549 | $4.63M | $4.56M | -$73,050.65 | -1.58% |
Eric Dahm Range Financial Group LLC | 2,587 | $616,860.1 | $546,943.54 | -$69,916.56 | -11.33% |
Sean Murray Quantum Financial Advisors LLC | 923 | $201,629.35 | $195,140.66 | -$6,488.69 | -3.22% |
Edward Lowndes Angeles Wealth Management LLC | 4,776 | $888,396.61 | $1.01M | $121,345.31 | 13.66% |
| WIM Warwick Investment Management Inc. Warwick Investment Management Inc. | 936 | $204,469.2 | $197,889.12 | -$6,580.08 | -3.22% |
Michael Stulic Astoria Portfolio Advisors LLC | 2,080 | $383,533.14 | $439,753.6 | $56,220.46 | 14.66% |
| TL Tradewinds LLC Tradewinds LLC | 8,014 | $1.75M | $1.68M | -$70,923.82 | -4.05% |
Leonid Berline ARMSTRONG ADVISORY GROUP Inc. | 526 | $92,022.86 | $111,206.92 | $19,184.06 | 20.85% |
| CIG CHB Investment Group LLC CHB Investment Group LLC | 12,976 | $3.3M | $2.74M | -$560,575.44 | -16.97% |