| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
David T. Morgan High Net Worth Advisory Group LLC | 15,874 | $1.12M | $1.44M | $321,787.45 | 28.8% |
Katie Christensen iSAM Funds UKK) Ltd | 10,100 | $974,851.9 | $916,120.5 | -$58,731.4 | -6.02% |
Kristen Williams Athena Investment Management | 2,208 | $160,102.08 | $198,565.44 | $38,463.36 | 24.02% |
Leanne Menzel Smallwood Wealth Investment Management LLC | 1,310 | $120,454.5 | $118,699.1 | -$1,755.4 | -1.46% |
| CS Catherine Salsman Paragon Private Wealth Management LLC | 8,121 | $761,108.82 | $736,331.07 | -$24,777.75 | -3.26% |
Jim Clark Worth Asset Management LLC | 2,561 | $239,126.37 | $225,649.71 | -$13,476.66 | -5.64% |
| MSN Melissa S. Nehrt Powers Advisory Group LLC | 14,821 | $1.03M | $1.34M | $318,556.49 | 31.07% |
Daniel Ronan Catalyst Financial Partners LLC | 6,300 | $564,271.19 | $571,819.5 | $7,548.31 | 1.34% |
Amanda Hawley Atria Wealth Solutions Inc. | 34,506 | $2.58M | $3.08M | $498,644.33 | 19.34% |
Craig Johnsen Fortitude Advisory Group LLC | 2,899 | $200,391.89 | $258,532.82 | $58,140.93 | 29.01% |
Jeffrey Gilbert Balboa Wealth Partners | 11,301 | $811,377.39 | $1.02M | $212,832.24 | 26.23% |
Gary M. Coon Finer Wealth Management Inc. | 2,781 | $218,676.35 | $253,571.58 | $34,895.23 | 15.96% |
Edward Lowndes Angeles Wealth Management LLC | 2,816 | $271,737.95 | $255,340.8 | -$16,397.15 | -6.03% |
Angela Cox W Advisors LLC | 7,271 | $508,323.07 | $657,661.95 | $149,338.88 | 29.38% |
| WIM Warwick Investment Management Inc. Warwick Investment Management Inc. | 4,412 | $386,386.53 | $397,609.44 | $11,222.91 | 2.9% |
Michael Stulic Astoria Portfolio Advisors LLC | 3,274 | $265,632.49 | $297,000.91 | $31,368.42 | 11.81% |
Leonid Berline ARMSTRONG ADVISORY GROUP Inc. | 4,525 | $328,638.4 | $404,670.75 | $76,032.35 | 23.14% |
Nolan Baker Retirement Guys Formula LLC | 15,947 | $1.48M | $1.44M | -$35,033.12 | -2.37% |
| TD Teresa Douberly Ridgeline Wealth LLC | 3,053 | $287,806.27 | $276,815.51 | -$10,990.76 | -3.82% |
John DeMarco Trajan Wealth LLC | 85,436 | $6.91M | $7.7M | $785,588.15 | 11.36% |