| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| SMP Sotirios Mike Pappas Mystic Asset Management Inc. | 10,672 | $541,304.98 | $508,414.08 | -$32,890.9 | -6.08% |
Dalila Toledo Ascent Group LLC | 12,991 | $543,023.8 | $617,137.45 | $74,113.65 | 13.65% |
| EM Erin Mccann Simplicity Wealth LLC | 5,191 | $266,765.49 | $247,299.24 | -$19,466.25 | -7.3% |
Joseph J. Costigan apricus wealth LLC | 86,475 | $3.42M | $4.12M | $704,172.51 | 20.62% |
Michael Byun SageView Advisory Group LLC | 4,326 | $166,034 | $205,506.63 | $39,472.63 | 23.77% |
| OS Owen Schrum Schrum Private Wealth Management LLC | 10,138 | $456,267.73 | $482,974.32 | $26,706.59 | 5.85% |
Leanne Menzel Smallwood Wealth Investment Management LLC | 990 | $41,178.58 | $47,029.95 | $5,851.37 | 14.21% |
| PAT Patricia A. Thompson Leeward Investments LLC - MA | 308,543 | $10.76M | $14.65M | $3.9M | 36.2% |
David K. Balsdon Harvest Portfolios Group Inc. | 41,818 | $1.75M | $1.99M | $232,185.82 | 13.25% |
| TG Timothy Gerlach Novem Group | 4,065 | $208,903 | $193,107.82 | -$15,795.18 | -7.56% |
Daniel Ronan Catalyst Financial Partners LLC | 6,082 | $233,426.84 | $288,712.54 | $55,285.7 | 23.68% |
Amanda Hawley Atria Wealth Solutions Inc. | 6,298 | $241,465.32 | $297,297.09 | $55,831.77 | 23.12% |
Craig Johnsen Fortitude Advisory Group LLC | 17,233 | $725,116.25 | $818,050.51 | $92,934.26 | 12.82% |
Mary Lecca ARGONAUTICA PRIVATE WEALTH MANAGEMENT Inc. | 22,895 | $901,311.55 | $1.09M | $185,514.1 | 20.58% |
Leonid Berline ARMSTRONG ADVISORY GROUP Inc. | 409 | $15,640.42 | $19,270.03 | $3,629.61 | 23.21% |
Brad Saenz Coastwise Capital Group LLC | 7,992 | $354,073.92 | $376,263.36 | $22,189.44 | 6.27% |
| NH Nadine Hofstetter Northwest Bank & Trust Co. | 18,608 | $910,287.25 | $883,321.76 | -$26,965.49 | -2.96% |
John Ritter Ritter Daniher Financial Advisory LLC / DE | 101 | $3,876.38 | $4,736.9 | $860.52 | 22.2% |
| BFG Bleakley Financial Group LLC Bleakley Financial Group LLC | 107,890 | $5.52M | $5.09M | -$423,410.45 | -7.68% |
CJ Harrison DecisionPoint Financial LLC | 10 | $352 | $474.55 | $122.55 | 34.82% |