| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Shaun Peterson Peterson Wealth Services | 4,674 | $1.43M | $2.01M | $582,464.53 | 40.69% |
Penny A. Phillips Journey Strategic Wealth LLC | 1,095 | $368,560.47 | $464,750.85 | $96,190.38 | 26.1% |
Ana-Maria Ignat Covestor Ltd | 162 | $101,998.08 | $72,292.5 | -$29,705.58 | -29.12% |
| JK Joshua Kirby Guardian Wealth Management Inc. | 10,048 | $1.25M | $4.35M | $3.1M | 247.8% |
W. Travis McKinney HB Wealth Management LLC | 1,252 | $365,083.74 | $558,705 | $193,621.26 | 53.03% |
William Jollie Quent Capital LLC | 1,500 | $459,345 | $669,375 | $210,030 | 45.72% |
Amanda Hawley Atria Wealth Solutions Inc. | 2,744 | $633,123.12 | $1.22M | $591,386.88 | 93.41% |
Jeffrey Gilbert Balboa Wealth Partners | 10,776 | $1.26M | $4.6M | $3.34M | 265.4% |
James M. Perkins Quantum Private Wealth LLC | 799 | $184,353.27 | $353,150.01 | $168,796.74 | 91.56% |
Michael Stulic Astoria Portfolio Advisors LLC | 975 | $461,514.81 | $417,261 | -$44,253.81 | -9.59% |
Leonid Berline ARMSTRONG ADVISORY GROUP Inc. | 176 | $48,159.22 | $76,477.28 | $28,318.06 | 58.8% |
Nolan Baker Retirement Guys Formula LLC | 502 | $204,449.54 | $219,993.02 | $15,543.48 | 7.6% |
John DeMarco Trajan Wealth LLC | 500 | $419,680 | $218,332.5 | -$201,347.5 | -47.98% |
CJ Harrison DecisionPoint Financial LLC | 1 | $839.36 | $446.25 | -$393.11 | -46.83% |
| JG John Ginter Callan Family Office LLC | 548 | $459,969 | $236,445.56 | -$223,523.44 | -48.6% |
| FWA FSM Wealth Advisors LLC FSM Wealth Advisors LLC | 247 | $79,920.41 | $105,888.9 | $25,968.49 | 32.49% |
Anita Woodhouse V-Square Quantitative Management LLC | 178 | $149,406 | $79,432.5 | -$69,973.5 | -46.83% |
Rachel Faulk Cape Investment Advisory Inc. | 8 | $6,715 | $3,570 | -$3,145 | -46.84% |
| SHF Second Half Financial Partners LLC Second Half Financial Partners LLC | 856 | $290,766.08 | $380,329.36 | $89,563.28 | 30.8% |
| LWM Lodestone Wealth Management LLC Lodestone Wealth Management LLC | 3 | $1,475 | $1,266.57 | -$208.43 | -14.13% |