| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Michelle McCarthy Vantage Financial Partners LLC | 1,566 | $428,722.74 | $487,354.84 | $58,632.1 | 13.68% |
Allison Tronnes Forum Financial Management LP | 6,275 | $1.96M | $1.95M | -$4,830.75 | -0.25% |
Michael O'Connor Capasso Planning Partners LLC | 1,026 | $431,535.61 | $345,628.62 | -$85,906.99 | -19.91% |
Edward A. McDonough McDonough Capital Management Inc. | 19,486 | $6.81M | $6.38M | -$431,327.1 | -6.33% |
| LWL Leo Wealth LLC Leo Wealth LLC | 6,098 | $2.09M | $1.9M | -$188,073.38 | -9.02% |
Christopher Clancy Global Wealth Strategies & Associates | 2,130 | $664,695.64 | $662,877.28 | -$1,818.36 | -0.27% |
William Jollie Quent Capital LLC | 11,488 | $3.88M | $3.77M | -$103,378.42 | -2.67% |
| RFA Resurgent Financial Advisors LLC Resurgent Financial Advisors LLC | 2,462 | $702,568.08 | $842,668.72 | $140,100.64 | 19.94% |
| GE Genemarie Eguilior Bulltick Wealth Management LLC | 581 | $244,369 | $180,813 | -$63,556 | -26.01% |
Timothy R. Guthrie Bullseye Investment Management LLC | 1,076 | $434,531.84 | $334,861.95 | -$99,669.89 | -22.94% |
| SMP Sotirios Mike Pappas Mystic Asset Management Inc. | 1,235 | $313,024.45 | $411,020.35 | $97,995.9 | 31.31% |
Marc H. Stone Tyler-Stone Wealth Management | 10,580 | $3.02M | $3.29M | $274,785.23 | 9.11% |
Richard A. Flora Key Client Fiduciary Advisors LLC | 14,921 | $4.05M | $4.64M | $596,906.77 | 14.75% |
Jonathan Straus Commons Capital LLC | 581 | $244,368.61 | $180,813 | -$63,555.61 | -26.01% |
Stephen Dunnaway Brown Shipley& Co Ltd | 13,938 | $3.49M | $4.34M | $850,321.93 | 24.38% |
Missy Straw Nilsine Partners LLC | 15,302 | $4.02M | $4.76M | $745,795.22 | 18.57% |
Dalila Toledo Ascent Group LLC | 27,567 | $7.09M | $8.58M | $1.49M | 20.98% |
| EM Erin Mccann Simplicity Wealth LLC | 51,056 | $16.86M | $16.31M | -$548,889.17 | -3.26% |
| REF Robert E. Frey Jr. Lakeside Advisors Inc. | 770 | $342,439.85 | $239,631.7 | -$102,808.15 | -30.02% |
| YH Yanjuan Huang Vienna Asset Management LLC | 49,613 | $13.63M | $16.98M | $3.36M | 24.63% |