| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Dalila Toledo Ascent Group LLC | 3,498 | $882,449.56 | $970,869.9 | $88,420.34 | 10.02% |
| EM Erin Mccann Simplicity Wealth LLC | 2,624 | $793,016.49 | $730,390.4 | -$62,626.09 | -7.9% |
Patrick O'Connell Security Financial Services Inc. | 5,087 | $264,064.74 | $1.45M | $1.19M | 450.38% |
Michael Byun SageView Advisory Group LLC | 1,132 | $247,965.19 | $314,084.72 | $66,119.53 | 26.66% |
Taro Kuriyama Axq Capita LLP | 1,318 | $418,505 | $367,043.23 | -$51,461.77 | -12.3% |
Leanne Menzel Smallwood Wealth Investment Management LLC | 109 | $22,392.96 | $30,501.47 | $8,108.51 | 36.21% |
Jaimie Palmer Beacon Capital Management LLC | 1,232 | $130,108.95 | $350,577.92 | $220,468.97 | 169.45% |
| CS Catherine Salsman Paragon Private Wealth Management LLC | 1,368 | $434,315.88 | $390,194.64 | -$44,121.24 | -10.16% |
Patricia A. Thompson Leeward Investments LLC - MA | 19,285 | $5.31M | $5.47M | $164,018.92 | 3.09% |
David K. Balsdon Harvest Portfolios Group Inc. | 22,064 | $2.7M | $6.28M | $3.58M | 132.78% |
Mark Ledingham KEYSTONE INVESTORS PTE Ltd. | 41,404 | $13.15M | $11.6M | -$1.54M | -11.73% |
Daniel Ronan Catalyst Financial Partners LLC | 1,318 | $262,564.84 | $369,567.2 | $107,002.36 | 40.75% |
Amanda Hawley Atria Wealth Solutions Inc. | 3,463 | $647,934.57 | $969,674.63 | $321,740.06 | 49.66% |
Eric Dahm Range Financial Group LLC | 1,880 | $444,996.69 | $537,116 | $92,119.31 | 20.7% |
Sean Murray Quantum Financial Advisors LLC | 985 | $231,789.91 | $279,784.32 | $47,994.41 | 20.71% |
Edward Lowndes Angeles Wealth Management LLC | 854 | $237,078.87 | $236,839.82 | -$239.05 | -0.1% |
James M. Perkins Quantum Private Wealth LLC | 689 | $218,778.17 | $196,054.95 | -$22,723.22 | -10.39% |
Benjamin Cauley Carr Financial Group Corp. | 607 | $167,037.49 | $173,365.27 | $6,327.78 | 3.79% |
Leonid Berline ARMSTRONG ADVISORY GROUP Inc. | 350 | $51,532.59 | $97,846 | $46,313.41 | 89.87% |
John Ritter Ritter Daniher Financial Advisory LLC / DE | 2,393 | $146,830.91 | $663,961.78 | $517,130.87 | 352.19% |