| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| FFG Fiduciary Financial Group LLC Fiduciary Financial Group LLC | 1,221 | $562,013.99 | $634,211.8 | $72,197.81 | 12.85% |
Mark Fiskio Empirical Asset Management LLC | 911 | $362,453.46 | $473,191.6 | $110,738.14 | 30.55% |
Timothy Low Forte Asset Management LLC | 6,031 | $1.46M | $3.06M | $1.6M | 109.11% |
Amanda Hawley Atria Wealth Solutions Inc. | 14,002 | $2.32M | $7.21M | $4.89M | 211.25% |
Tu Tran Crosspoint Financial LLC | 685 | $206,289 | $347,281.3 | $140,992.3 | 68.35% |
Matthew Heller Willner & Heller LLC | 1,376 | $354,369.72 | $748,406.43 | $394,036.71 | 111.19% |
Craig Johnsen Fortitude Advisory Group LLC | 2,755 | $515,698.51 | $1.43M | $915,303.53 | 177.49% |
Jeffrey Gilbert Balboa Wealth Partners | 959 | $295,595.05 | $498,123.76 | $202,528.71 | 68.52% |
Edward Lowndes Angeles Wealth Management LLC | 657 | $144,762.39 | $341,258.93 | $196,496.54 | 135.74% |
Michael Stulic Astoria Portfolio Advisors LLC | 768 | $230,004.52 | $398,914.54 | $168,910.02 | 73.44% |
Leonid Berline ARMSTRONG ADVISORY GROUP Inc. | 485 | $224,547.78 | $246,598.25 | $22,050.47 | 9.82% |
John Ritter Ritter Daniher Financial Advisory LLC / DE | 18 | $2,312.61 | $9,349.56 | $7,036.95 | 304.29% |
Mark Mowrey Signature Resources Capital Management LLC | 450 | $110,984 | $224,806.5 | $113,822.5 | 102.56% |
| FWA FSM Wealth Advisors LLC FSM Wealth Advisors LLC | 864 | $553,616.65 | $448,778.86 | -$104,837.79 | -18.94% |
Rachel Faulk Cape Investment Advisory Inc. | 115 | $73,687.62 | $59,205.45 | -$14,482.17 | -19.65% |
| DT Desaree Tatum Heritage Wealth Management Inc. | 489 | $313,332 | $253,996.37 | -$59,335.63 | -18.94% |
| CGL Chester Gary Lloyd Coston, McIsaac & Partners | 36 | $8,133.12 | $18,345.6 | $10,212.48 | 125.57% |
| SFC Swisher Financial Concepts Inc. Swisher Financial Concepts Inc. | 348 | $104,800.2 | $178,983.36 | $74,183.16 | 70.79% |
| CAL Cresta Advisors Ltd. Cresta Advisors Ltd. | 726 | $178,517.69 | $377,098.91 | $198,581.22 | 111.24% |
Lukas Lindgren Abound Wealth Management | 43 | $11,679.46 | $22,177.89 | $10,498.43 | 89.89% |