| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
William Jollie Quent Capital LLC | 832 | $74,172.94 | $81,394.56 | $7,221.62 | 9.74% |
| SMP Sotirios Mike Pappas Mystic Asset Management Inc. | 2,691 | $281,549.5 | $263,260.53 | -$18,288.97 | -6.5% |
Dalila Toledo Ascent Group LLC | 26,244 | $2.73M | $2.55M | -$185,447.75 | -6.78% |
| EM Erin Mccann Simplicity Wealth LLC | 10,022 | $1.03M | $975,992.47 | -$55,930.21 | -5.42% |
Joseph J. Costigan apricus wealth LLC | 2,797 | $572,406.94 | $277,448.41 | -$294,958.53 | -51.53% |
Michael Byun SageView Advisory Group LLC | 8,010 | $944,567.19 | $778,932.45 | -$165,634.74 | -17.54% |
| KB Kimberly Byrne Bill Few Associates Inc. | 3,373 | $336,410.47 | $323,065.94 | -$13,344.53 | -3.97% |
Owen Schrum Schrum Private Wealth Management LLC | 1,824 | $196,080 | $178,259.52 | -$17,820.48 | -9.09% |
Nichole Raftopoulos Nvest Financial LLC | 4,384 | $434,839.24 | $435,725.76 | $886.52 | 0.2% |
Daniel Hays Comprehensive Financial Consultants Institutional Inc. | 11,778 | $1.71M | $1.15M | -$558,332.8 | -32.64% |
David T. Morgan High Net Worth Advisory Group LLC | 2,031 | $393,936.54 | $196,489.09 | -$197,447.45 | -50.12% |
Leanne Menzel Smallwood Wealth Investment Management LLC | 139 | $15,039.61 | $13,513.58 | -$1,526.03 | -10.15% |
David K. Balsdon Harvest Portfolios Group Inc. | 37,995 | $4.26M | $3.7M | -$560,424.4 | -13.16% |
| BPN Brent P. Nicks Strategic Planning Inc. | 47,167 | $3.95M | $4.59M | $636,920.97 | 16.12% |
Christopher M. Marks Sterling Investment Counsel LLC | 3,770 | $556,938.04 | $372,984.95 | -$183,953.09 | -33.03% |
Michael Topley Lansing Street Advisors | 3,588 | $302,139.45 | $356,073.12 | $53,933.67 | 17.85% |
Timothy Gerlach Novem Group | 2,399 | $257,921 | $232,703 | -$25,218 | -9.78% |
| MSN Melissa S. Nehrt Powers Advisory Group LLC | 3,352 | $547,688.46 | $327,088.16 | -$220,600.3 | -40.28% |
Daniel Ronan Catalyst Financial Partners LLC | 3,850 | $379,310.73 | $373,392.25 | -$5,918.48 | -1.56% |
Amanda Hawley Atria Wealth Solutions Inc. | 21,700 | $3.29M | $2.12M | -$1.16M | -35.4% |