| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| MWM Marion Wealth Management Marion Wealth Management | 19,554 | $613,906.5 | $650,757.12 | $36,850.62 | 6% |
Daniel Forbes Forbes Financial Planning Inc. | 253,231 | $8.29M | $8.42M | $125,654.78 | 1.52% |
Jeremy Baltz Raleigh Capital Management Inc. | 1 | $33.58 | $33.25 | -$0.33 | -0.98% |
| MS Missy Straw Nilsine Partners LLC | 249,082 | $8.11M | $8.28M | $166,291.09 | 2.05% |
| EM Erin Mccann Simplicity Wealth LLC | 14,291 | $484,008.04 | $475,118.59 | -$8,889.45 | -1.84% |
Michael Byun SageView Advisory Group LLC | 635 | $21,469 | $21,116.92 | -$352.08 | -1.64% |
Jesse Rodrigue Fortune 45 LLC | 484,576 | $16.14M | $16.11M | -$31,691.99 | -0.2% |
Amanda Hawley Atria Wealth Solutions Inc. | 63,438 | $2.09M | $2.11M | $18,641.52 | 0.89% |
Jeffrey Gilbert Balboa Wealth Partners | 27,773 | $915,458.74 | $923,591.11 | $8,132.37 | 0.89% |
| MS Michael Stulic Astoria Portfolio Advisors LLC | 6,270 | $211,361.7 | $208,508.85 | -$2,852.85 | -1.35% |
Abraham Martinez Amara Financial LLC | 12,381 | $417,334.36 | $411,730.15 | -$5,604.21 | -1.34% |
| XV Xavier Volatier Transatlantique Private Wealth LLC | 180,638 | $5.97M | $6.01M | $37,479.46 | 0.63% |
Jeffrey Jones Cypress Financial Planning LLC | 17,087 | $561,420.31 | $568,399.05 | $6,978.74 | 1.24% |
Amna Ali Khan GDS Wealth Management | 12,640 | $422,642.16 | $420,469.6 | -$2,172.56 | -0.51% |
Mark Mowrey Signature Resources Capital Management LLC | 17 | $575 | $565.89 | -$9.11 | -1.58% |
Mariana Coli Dunhill Financial LLC | 998 | $33,505.03 | $33,183.5 | -$321.53 | -0.96% |
| PS Paul Saltaformaggio Hibernia Wealth Partners LLC | 151,783 | $5.11M | $5.05M | -$65,536.75 | -1.28% |
| EB Erik Brenner Hilltop Partners LLC | 49,476 | $1.57M | $1.65M | $70,671.06 | 4.49% |
| HAI Hofer & Associates. Inc. Hofer & Associates. Inc. | 108,404 | $3.82M | $3.6M | -$218,720.51 | -5.72% |
Christopher Casanega Sharper & Granite LLC | 34,239 | $1.1M | $1.14M | $36,849.18 | 3.34% |