| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Timothy R. Guthrie Bullseye Investment Management LLC | 242 | $94,154.94 | $103,464.68 | $9,309.74 | 9.89% |
| SMP Sotirios Mike Pappas Mystic Asset Management Inc. | 2,370 | $826,010.54 | $1M | $174,200.56 | 21.09% |
Dalila Toledo Ascent Group LLC | 7,354 | $2.42M | $3.11M | $689,490.78 | 28.5% |
| EM Erin Mccann Simplicity Wealth LLC | 1,347 | $481,194.52 | $566,999.44 | $85,804.92 | 17.83% |
Robert Glass AlphaCentric Advisors LLC | 2,000 | $541,252.5 | $857,130 | $315,877.5 | 58.36% |
Ed West Values First Advisors Inc. | 10 | $3,769.94 | $4,294 | $524.06 | 13.9% |
Michael Byun SageView Advisory Group LLC | 499 | $247,133 | $213,686.77 | -$33,446.23 | -13.53% |
| KB Kimberly Byrne Bill Few Associates Inc. | 14,168 | $4.83M | $6.12M | $1.29M | 26.79% |
David T. Morgan High Net Worth Advisory Group LLC | 1,288 | $637,663.02 | $551,573.12 | -$86,089.9 | -13.5% |
Molly Crider Walker Asset Management LLC | 532 | $263,322.8 | $229,813.36 | -$33,509.44 | -12.73% |
Brian Levy West Wealth Group LLC | 1,263 | $435,008.07 | $541,214.44 | $106,206.37 | 24.41% |
Mark Fiskio Empirical Asset Management LLC | 1,501 | $743,115.06 | $643,148.48 | -$99,966.58 | -13.45% |
Daniel Ronan Catalyst Financial Partners LLC | 741 | $256,481.68 | $317,733.39 | $61,251.71 | 23.88% |
Amanda Hawley Atria Wealth Solutions Inc. | 4,062 | $1.06M | $1.71M | $651,020.45 | 61.23% |
Craig Johnsen Fortitude Advisory Group LLC | 1,203 | $408,325.52 | $507,702.09 | $99,376.57 | 24.34% |
Jeffrey Gilbert Balboa Wealth Partners | 438 | $157,189.44 | $187,858.2 | $30,668.76 | 19.51% |
Sean Murray Quantum Financial Advisors LLC | 430 | $212,884.39 | $184,143.2 | -$28,741.19 | -13.5% |
Edward Lowndes Angeles Wealth Management LLC | 534 | $264,372.71 | $228,965.85 | -$35,406.86 | -13.39% |
James M. Perkins Quantum Private Wealth LLC | 2,621 | $868,674.07 | $1.14M | $268,184.68 | 30.87% |
Kevin Zemann WealthPlan Investment Management LLC | 583 | $285,464.88 | $246,043.49 | -$39,421.39 | -13.81% |