| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Taro Kuriyama Axq Capita LLP | 5,095 | $479,976.56 | $473,325.5 | -$6,651.06 | -1.39% |
David T. Morgan High Net Worth Advisory Group LLC | 15,874 | $1.12M | $1.5M | $383,537.31 | 34.33% |
Katie Christensen iSAM Funds UKK) Ltd | 10,100 | $974,851.9 | $934,452 | -$40,399.9 | -4.14% |
Kristen Williams Athena Investment Management | 2,208 | $160,102.08 | $205,123.2 | $45,021.12 | 28.12% |
Leanne Menzel Smallwood Wealth Investment Management LLC | 1,310 | $120,454.5 | $123,847.4 | $3,392.9 | 2.82% |
| CS Catherine Salsman Paragon Private Wealth Management LLC | 8,121 | $761,108.82 | $767,759.34 | $6,650.52 | 0.87% |
Jim Clark Worth Asset Management LLC | 2,094 | $200,416.74 | $197,966.76 | -$2,449.98 | -1.22% |
| MSN Melissa S. Nehrt Powers Advisory Group LLC | 15,114 | $1.05M | $1.43M | $383,520.04 | 36.69% |
Daniel Ronan Catalyst Financial Partners LLC | 6,300 | $564,271.19 | $595,602 | $31,330.81 | 5.55% |
Amanda Hawley Atria Wealth Solutions Inc. | 34,506 | $2.58M | $3.26M | $683,596.49 | 26.51% |
Craig Johnsen Fortitude Advisory Group LLC | 3,272 | $225,972.23 | $309,334.88 | $83,362.65 | 36.89% |
Jeffrey Gilbert Balboa Wealth Partners | 11,301 | $811,377.39 | $1.05M | $236,225.31 | 29.11% |
Gary M. Coon Finer Wealth Management Inc. | 3,371 | $260,739.28 | $318,694.34 | $57,955.06 | 22.23% |
Edward Lowndes Angeles Wealth Management LLC | 2,816 | $271,737.95 | $266,224.64 | -$5,513.31 | -2.03% |
Angela Cox W Advisors LLC | 7,271 | $508,323.07 | $687,400.34 | $179,077.27 | 35.23% |
| WIM Warwick Investment Management Inc. Warwick Investment Management Inc. | 4,412 | $386,386.53 | $417,110.48 | $30,723.95 | 7.95% |
Michael Stulic Astoria Portfolio Advisors LLC | 3,274 | $265,632.49 | $309,523.96 | $43,891.47 | 16.52% |
Leonid Berline ARMSTRONG ADVISORY GROUP Inc. | 5,346 | $387,144.44 | $505,410.84 | $118,266.4 | 30.55% |
Nolan Baker Retirement Guys Formula LLC | 15,947 | $1.48M | $1.51M | $30,907.73 | 2.09% |
| TD Teresa Douberly Ridgeline Wealth LLC | 2,987 | $282,335.53 | $282,390.98 | $55.45 | 0.02% |