| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Allison Tronnes Forum Financial Management LP | 3,421 | $481,612.83 | $400,770.15 | -$80,842.68 | -16.79% |
| LWL Leo Wealth LLC Leo Wealth LLC | 4,663 | $507,659.81 | $546,270.45 | $38,610.64 | 7.61% |
William Jollie Quent Capital LLC | 5 | $570.9 | $757.85 | $186.95 | 32.75% |
Marc H. Stone Tyler-Stone Wealth Management | 7,410 | $694,180.4 | $868,081.5 | $173,901.1 | 25.05% |
Missy Straw Nilsine Partners LLC | 16,959 | $1.48M | $1.99M | $502,438.22 | 33.85% |
Dalila Toledo Ascent Group LLC | 6,318 | $636,460.17 | $740,153.7 | $103,693.53 | 16.29% |
| EM Erin Mccann Simplicity Wealth LLC | 12,003 | $1.59M | $1.77M | $178,602.09 | 11.25% |
Michael Byun SageView Advisory Group LLC | 3,598 | $488,954.07 | $545,312.88 | $56,358.81 | 11.53% |
Brian Clay Clay Northam Wealth Management LLC | 5,796 | $378,381.17 | $899,423.28 | $521,042.11 | 137.7% |
Taro Kuriyama Axq Capita LLP | 4,164 | $475,446 | $612,482.76 | $137,036.76 | 28.82% |
Leanne Menzel Smallwood Wealth Investment Management LLC | 1,885 | $203,773.4 | $220,827.75 | $17,054.35 | 8.37% |
David K. Balsdon Harvest Portfolios Group Inc. | 456,444 | $58.5M | $68.65M | $10.16M | 17.36% |
Daniel Lavoie Walter Public Investments Inc. | 17,534 | $2M | $2.16M | $159,910.08 | 7.99% |
| FFG Fiduciary Financial Group LLC Fiduciary Financial Group LLC | 1,756 | $200,500 | $205,715.4 | $5,215.4 | 2.6% |
Mark Fiskio Empirical Asset Management LLC | 7,017 | $737,296.96 | $1.06M | $326,199.56 | 44.24% |
Jim Clark Worth Asset Management LLC | 2,093 | $241,519.89 | $245,194.95 | $3,675.06 | 1.52% |
Amanda Hawley Atria Wealth Solutions Inc. | 21,394 | $1.04M | $2.51M | $1.46M | 140.07% |
| LV Leah Vaden Redwood Financial Network Corp. | 4,312 | $213,149.3 | $653,526.72 | $440,377.42 | 206.61% |
Edward Lowndes Angeles Wealth Management LLC | 4,195 | $548,673.68 | $491,444.25 | -$57,229.43 | -10.43% |
Kevin Zemann WealthPlan Investment Management LLC | 2,615 | $330,342.63 | $306,347.25 | -$23,995.38 | -7.26% |