| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Patrick O'Connell Security Financial Services Inc. | 1,545 | $204,283.9 | $197,404.65 | -$6,879.25 | -3.37% |
Michael Byun SageView Advisory Group LLC | 5,144 | $647,920.03 | $649,481.44 | $1,561.41 | 0.24% |
Taro Kuriyama Axq Capita LLP | 4,087 | $553,666 | $521,092.5 | -$32,573.5 | -5.88% |
| SCA Stacy C. Ambrosini Alley Investment Management Company LLC | 107,560 | $13.49M | $13.73M | $235,792.04 | 1.75% |
| CS Catherine Salsman Paragon Private Wealth Management LLC | 4,184 | $446,143.06 | $532,539.52 | $86,396.46 | 19.37% |
Brian Levy West Wealth Group LLC | 5,948 | $668,575.98 | $757,061.44 | $88,485.46 | 13.23% |
David K. Balsdon Harvest Portfolios Group Inc. | 8,762 | $952,567.88 | $1.11M | $156,350.84 | 16.41% |
Christopher M. Marks Sterling Investment Counsel LLC | 3,735 | $476,833.53 | $477,333 | $499.47 | 0.1% |
Timothy Gerlach Novem Group | 34,872 | $3.73M | $4.42M | $685,380.86 | 18.36% |
| MSN Melissa S. Nehrt Powers Advisory Group LLC | 2,654 | $292,015.16 | $337,801.12 | $45,785.96 | 15.68% |
Daniel Ronan Catalyst Financial Partners LLC | 4,709 | $566,260.43 | $596,206.49 | $29,946.06 | 5.29% |
Amanda Hawley Atria Wealth Solutions Inc. | 14,048 | $1.62M | $1.78M | $164,047.12 | 10.13% |
Jeffrey Gilbert Balboa Wealth Partners | 2,206 | $256,573.42 | $278,661.92 | $22,088.5 | 8.61% |
Edward Lowndes Angeles Wealth Management LLC | 3,426 | $441,795.32 | $432,703.8 | -$9,091.52 | -2.06% |
Angela Cox W Advisors LLC | 1,840 | $234,971.24 | $234,968 | -$3.24 | - |
| WIM Warwick Investment Management Inc. Warwick Investment Management Inc. | 1,616 | $218,919.52 | $207,316.64 | -$11,602.88 | -5.3% |
| TL Tradewinds LLC Tradewinds LLC | 995 | $134,792.65 | $126,952.05 | -$7,840.6 | -5.82% |
Leonid Berline ARMSTRONG ADVISORY GROUP Inc. | 269 | $30,324 | $34,460.24 | $4,136.24 | 13.64% |
| XV Xavier Volatier Transatlantique Private Wealth LLC | 3,630 | $408,723.84 | $463,805.1 | $55,081.26 | 13.48% |
John Ritter Ritter Daniher Financial Advisory LLC / DE | 37 | $4,616.49 | $4,671.43 | $54.94 | 1.19% |