| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| PE Paul Elam Oak Harbor Wealth Partners LLC | 19,704 | $3.94M | $2.27M | -$1.67M | -42.39% |
| LWL Leo Wealth LLC Leo Wealth LLC | 6,356 | $630,459 | $732,497.22 | $102,038.22 | 16.18% |
| WJ William Jollie Quent Capital LLC | 780 | $68,582.94 | $90,511.2 | $21,928.26 | 31.97% |
Dalila Toledo Ascent Group LLC | 25,374 | $2.64M | $2.94M | $303,002.83 | 11.47% |
| EM Erin Mccann Simplicity Wealth LLC | 10,473 | $1.08M | $1.21M | $125,432.71 | 11.6% |
Joseph J. Costigan apricus wealth LLC | 2,947 | $604,557.94 | $339,627.01 | -$264,930.93 | -43.82% |
Michael Byun SageView Advisory Group LLC | 11,106 | $1.41M | $1.29M | -$118,638.81 | -8.43% |
| KB Kimberly Byrne Bill Few Associates Inc. | 2,848 | $287,354.47 | $328,217.76 | $40,863.29 | 14.22% |
| NR Nichole Raftopoulos Nvest Financial LLC | 4,653 | $461,521.35 | $536,234.98 | $74,713.63 | 16.19% |
Daniel Hays Comprehensive Financial Consultants Institutional Inc. | 11,440 | $1.68M | $1.29M | -$386,958.22 | -23.05% |
| DTM David T. Morgan High Net Worth Advisory Group LLC | 2,131 | $415,370.54 | $247,281.24 | -$168,089.3 | -40.47% |
Leanne Menzel Smallwood Wealth Investment Management LLC | 39 | $4,289.61 | $4,525.56 | $235.95 | 5.5% |
David K. Balsdon Harvest Portfolios Group Inc. | 31,802 | $3.59M | $3.67M | $74,808.7 | 2.08% |
| BPN Brent P. Nicks Strategic Planning Inc. | 47,167 | $3.95M | $5.47M | $1.52M | 38.56% |
Christopher M. Marks Sterling Investment Counsel LLC | 3,821 | $566,079.79 | $443,388.84 | -$122,690.95 | -21.67% |
| MT Michael Topley Lansing Street Advisors | 3,539 | $296,871.95 | $410,665.56 | $113,793.61 | 38.33% |
| MSN Melissa S. Nehrt Powers Advisory Group LLC | 5,172 | $937,787.26 | $600,158.88 | -$337,628.38 | -36% |
Daniel Ronan Catalyst Financial Partners LLC | 5,991 | $591,676.34 | $691,121.76 | $99,445.42 | 16.81% |
Amanda Hawley Atria Wealth Solutions Inc. | 21,700 | $3.29M | $2.52M | -$769,362.61 | -23.41% |
Jeffrey Gilbert Balboa Wealth Partners | 7,757 | $1M | $894,847.52 | -$110,048.61 | -10.95% |