| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Mark Fiskio Empirical Asset Management LLC | 9,732 | $274,831.68 | $214,249.98 | -$60,581.7 | -22.04% |
| TG Timothy Gerlach Novem Group | 22,675 | $530,158.96 | $499,190.12 | -$30,968.84 | -5.84% |
Jim Clark Worth Asset Management LLC | 11,767 | $334,536.53 | $259,050.5 | -$75,486.03 | -22.56% |
| MSN Melissa S. Nehrt Powers Advisory Group LLC | 13,240 | $250,118.68 | $291,478.6 | $41,359.92 | 16.54% |
Daniel Ronan Catalyst Financial Partners LLC | 43,106 | $947,729.26 | $948,978.59 | $1,249.33 | 0.13% |
Amanda Hawley Atria Wealth Solutions Inc. | 214,370 | $3.54M | $4.68M | $1.13M | 32.04% |
| LV Leah Vaden Redwood Financial Network Corp. | 8,216 | $187,084.49 | $180,875.24 | -$6,209.25 | -3.32% |
Matthew Heller Willner & Heller LLC | 24,087 | $416,153.65 | $530,275.3 | $114,121.65 | 27.42% |
Jeffrey Gilbert Balboa Wealth Partners | 37,407 | $859,359.1 | $822,392.89 | -$36,966.21 | -4.3% |
| GMC Gary M. Coon Finer Wealth Management Inc. | 131,708 | $2.81M | $2.9M | $88,688.93 | 3.16% |
| SM Sean Murray Quantum Financial Advisors LLC | 28,233 | $459,364.05 | $620,702.5 | $161,338.45 | 35.12% |
| EL Edward Lowndes Angeles Wealth Management LLC | 30,978 | $777,212.47 | $681,051.33 | -$96,161.14 | -12.37% |
Angela Cox W Advisors LLC | 29,010 | $535,057.54 | $637,784.85 | $102,727.31 | 19.2% |
Kevin Zemann WealthPlan Investment Management LLC | 98,373 | $2.58M | $2.16M | -$418,390.41 | -16.21% |
| VC Vito Collacuro Sutton Place Investors LLC | 8,622 | $244,669.5 | $189,554.67 | -$55,114.83 | -22.53% |
Benjamin Cauley Carr Financial Group Corp. | 8,224 | $181,208.65 | $180,804.64 | -$404.01 | -0.22% |
| TL Tradewinds LLC Tradewinds LLC | 36,340 | $1.03M | $798,934.9 | -$227,360.66 | -22.15% |
Joseph Wallace Wallace Advisory Group LLC | 18,934 | $350,987.88 | $416,263.99 | $65,276.11 | 18.6% |
Leonid Berline ARMSTRONG ADVISORY GROUP Inc. | 29,888 | $557,463.77 | $651,857.28 | $94,393.51 | 16.93% |
| NB Nolan Baker Retirement Guys Formula LLC | 12,441 | $309,034.44 | $273,515.38 | -$35,519.06 | -11.49% |