| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Leonid Berline ARMSTRONG ADVISORY GROUP Inc. | 148 | $10,589 | $13,159.42 | $2,570.42 | 24.27% |
| DT Desaree Tatum Heritage Wealth Management Inc. | 6,324 | $464,631.97 | $563,942.7 | $99,310.73 | 21.37% |
| SMK Solomon M. Kilgroe Cyndeo Wealth Partners LLC | 4,321 | $353,674.37 | $385,346.78 | $31,672.41 | 8.96% |
| AWL Atlas Wealth LLC Atlas Wealth LLC | 2,225 | $203,743 | $199,137.5 | -$4,605.5 | -2.26% |
Vickie Chrisman LMG Wealth Partners LLC | 46,369 | $3.57M | $4.16M | $589,360.73 | 16.49% |
| CAD Chelsea A. Delgado Main Street Group Ltd. | 15 | $1,296 | $1,335.75 | $39.75 | 3.07% |
Gregg Zeoli Empire Financial Management Company LLC | 2,535 | $205,034.95 | $227,858.47 | $22,823.52 | 11.13% |
| PIL PFG Investments LLC PFG Investments LLC | 18,485 | $1.33M | $1.64M | $306,809.82 | 23% |
| JC Jared Calvert Buck Wealth Strategies LLC | 242 | $22,153 | $21,505.33 | -$647.67 | -2.92% |
Nemes Rush Group LLC Nemes Rush Group LLC | 177 | $15,105 | $15,718.48 | $613.48 | 4.06% |
Annmarie Young KPP Advisory Services LLC | 3,839 | $303,539.3 | $341,786.17 | $38,246.87 | 12.6% |
Christopher C. Powers Farther Finance Advisors, LLC | 1,014 | $88,025.15 | $88,976.47 | $951.32 | 1.08% |
Kevin Bresler TD Waterhouse Canada Inc. | 380 | $28,017.4 | $33,888.4 | $5,871 | 20.95% |
Brian Glenn Premier Path Wealth Partners, LLC | 35,676 | $2.87M | $3.18M | $314,756.62 | 10.98% |
James Rankin Modern Wealth Management, LLC | 259,799 | $22.61M | $23.08M | $475,948.15 | 2.11% |
Amir Har-El Savvy Advisors, Inc. | 2,451 | $206,423.1 | $217,759.09 | $11,335.99 | 5.49% |
United Advisor Group LLC United Advisor Group, LLC | 38,195 | $3.02M | $3.39M | $375,934.51 | 12.45% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 1,027 | $83,723 | $90,117.2 | $6,394.2 | 7.64% |
Nicole Davis Northwest Financial Advisors | 8,595 | $632,625.28 | $762,849.22 | $130,223.94 | 20.58% |
Victory Financial Group LLC VICTORY FINANCIAL GROUP, LLC | 3,589 | $328,682 | $319,564.56 | -$9,117.44 | -2.77% |