| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jim Clark Worth Asset Management LLC | 22,050 | $585,441.73 | $503,842.5 | -$81,599.23 | -13.94% |
| MSN Melissa S. Nehrt Powers Advisory Group LLC | 10,303 | $195,578.59 | $244,696.25 | $49,117.66 | 25.11% |
Daniel Ronan Catalyst Financial Partners LLC | 42,083 | $928,895.86 | $992,737.97 | $63,842.11 | 6.87% |
Amanda Hawley Atria Wealth Solutions Inc. | 214,370 | $3.54M | $5.04M | $1.5M | 42.28% |
Matthew Heller Willner & Heller LLC | 24,087 | $416,153.65 | $568,694.07 | $152,540.42 | 36.65% |
Jeffrey Gilbert Balboa Wealth Partners | 37,743 | $866,314.3 | $889,632.7 | $23,318.4 | 2.69% |
Gary M. Coon Finer Wealth Management Inc. | 152,434 | $3.3M | $3.57M | $270,902.17 | 8.2% |
Sean Murray Quantum Financial Advisors LLC | 28,233 | $459,364.05 | $668,557.44 | $209,193.39 | 45.54% |
Edward Lowndes Angeles Wealth Management LLC | 30,594 | $768,468.79 | $722,630.28 | -$45,838.51 | -5.96% |
Angela Cox W Advisors LLC | 29,408 | $543,296.14 | $694,028.8 | $150,732.66 | 27.74% |
Kevin Zemann WealthPlan Investment Management LLC | 98,966 | $2.61M | $2.33M | -$279,714.65 | -10.74% |
| TL Tradewinds LLC Tradewinds LLC | 5,458 | $154,183.44 | $130,036.85 | -$24,146.59 | -15.66% |
Joseph Wallace Wallace Advisory Group LLC | 21,086 | $395,534.36 | $499,211.05 | $103,676.69 | 26.21% |
Leonid Berline ARMSTRONG ADVISORY GROUP Inc. | 29,579 | $551,775.08 | $696,289.66 | $144,514.58 | 26.19% |
Nolan Baker Retirement Guys Formula LLC | 12,063 | $299,644.92 | $284,988.37 | -$14,656.55 | -4.89% |
Brad Saenz Coastwise Capital Group LLC | 72,351 | $1.4M | $1.71M | $312,549.67 | 22.3% |
Nadine Hofstetter Northwest Bank & Trust Co. | 22,138 | $353,316.7 | $527,302.81 | $173,986.11 | 49.24% |
| MK Malinda Khauv Cercano Management LLC | 10,032 | $220,704 | $237,056.16 | $16,352.16 | 7.41% |
John Ritter Ritter Daniher Financial Advisory LLC / DE | 3,690 | $91,821.45 | $87,157.8 | -$4,663.65 | -5.08% |
William Cantus Pacific Sage Partners LLC | 21,821 | $406,628.35 | $516,284.86 | $109,656.51 | 26.97% |