| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
William Jollie Quent Capital LLC | 3,005 | $103,281.85 | $145,351.85 | $42,070 | 40.73% |
| SMP Sotirios Mike Pappas Mystic Asset Management Inc. | 10,592 | $537,028.18 | $516,571.84 | -$20,456.34 | -3.81% |
Dalila Toledo Ascent Group LLC | 13,210 | $553,205.11 | $632,362.7 | $79,157.59 | 14.31% |
| EM Erin Mccann Simplicity Wealth LLC | 9,095 | $448,262.45 | $435,605.02 | -$12,657.43 | -2.82% |
Joseph J. Costigan apricus wealth LLC | 86,740 | $3.43M | $4.21M | $779,941.06 | 22.75% |
Michael Byun SageView Advisory Group LLC | 6,728 | $281,966.82 | $326,375.28 | $44,408.46 | 15.75% |
Owen Schrum Schrum Private Wealth Management LLC | 9,669 | $430,561.84 | $465,368.97 | $34,807.13 | 8.08% |
Katie Christensen iSAM Funds UKK) Ltd | 6,100 | $283,589 | $297,497 | $13,908 | 4.9% |
Leanne Menzel Smallwood Wealth Investment Management LLC | 990 | $41,178.58 | $48,024.9 | $6,846.32 | 16.63% |
Patricia A. Thompson Leeward Investments LLC - MA | 291,772 | $10.18M | $14.15M | $3.97M | 39% |
David K. Balsdon Harvest Portfolios Group Inc. | 43,226 | $1.82M | $2.11M | $289,759.45 | 15.94% |
Daniel Ronan Catalyst Financial Partners LLC | 6,309 | $243,980.05 | $306,049.59 | $62,069.54 | 25.44% |
Amanda Hawley Atria Wealth Solutions Inc. | 6,298 | $241,465.32 | $304,634.26 | $63,168.94 | 26.16% |
Craig Johnsen Fortitude Advisory Group LLC | 21,886 | $941,434.22 | $1.07M | $125,946 | 13.38% |
Mary Lecca ARGONAUTICA PRIVATE WEALTH MANAGEMENT Inc. | 24,311 | $967,142.24 | $1.19M | $218,505.23 | 22.59% |
Leonid Berline ARMSTRONG ADVISORY GROUP Inc. | 100 | $5,019.97 | $4,790.5 | -$229.47 | -4.57% |
Brad Saenz Coastwise Capital Group LLC | 7,517 | $328,680.42 | $364,649.67 | $35,969.25 | 10.94% |
Nadine Hofstetter Northwest Bank & Trust Co. | 18,608 | $910,287.25 | $907,512.16 | -$2,775.09 | -0.3% |
John Ritter Ritter Daniher Financial Advisory LLC / DE | 102 | $3,922.87 | $4,948.02 | $1,025.15 | 26.13% |
| BFG Bleakley Financial Group LLC Bleakley Financial Group LLC | 138,944 | $6.96M | $6.62M | -$341,462.8 | -4.91% |