| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Allison Tronnes Forum Financial Management LP | 1,217 | $210,589.68 | $196,186.48 | -$14,403.2 | -6.84% |
| LWL Leo Wealth LLC Leo Wealth LLC | 1,458 | $252,254 | $235,036.89 | -$17,217.11 | -6.83% |
Marc H. Stone Tyler-Stone Wealth Management | 9,082 | $998,280.71 | $1.46M | $465,783.1 | 46.66% |
| MS Missy Straw Nilsine Partners LLC | 3,127 | $420,219.85 | $504,088.03 | $83,868.18 | 19.96% |
| EM Erin Mccann Simplicity Wealth LLC | 6,836 | $864,248.21 | $1.1M | $237,749.17 | 27.51% |
| PO Patrick O'Connell Security Financial Services Inc. | 1,388 | $174,697.1 | $223,343.08 | $48,645.98 | 27.85% |
Michael Byun SageView Advisory Group LLC | 557 | $70,126 | $89,585.09 | $19,459.09 | 27.75% |
| DTM David T. Morgan High Net Worth Advisory Group LLC | 3,353 | $580,203.12 | $539,279.75 | -$40,923.37 | -7.05% |
Dan Mohr Retireful LLC | 15,588 | $2.7M | $2.51M | -$184,483.98 | -6.84% |
Kristen Williams Athena Investment Management | 10,642 | $1.15M | $1.72M | $568,456.57 | 49.56% |
Leanne Menzel Smallwood Wealth Investment Management LLC | 22,817 | $2.78M | $3.67M | $885,139.08 | 31.79% |
Christopher Warner WARNER FINANCIAL Inc. | 1,883 | $245,172.81 | $302,852.3 | $57,679.49 | 23.53% |
Amanda Hawley Atria Wealth Solutions Inc. | 33,599 | $4.27M | $5.41M | $1.14M | 26.72% |
Leonid Berline ARMSTRONG ADVISORY GROUP Inc. | 1,487 | $177,299.34 | $239,615.18 | $62,315.84 | 35.15% |
John DeMarco Trajan Wealth LLC | 1,675 | $211,004.17 | $269,775.5 | $58,771.33 | 27.85% |
John Ritter Ritter Daniher Financial Advisory LLC / DE | 537 | $67,619.04 | $87,318.88 | $19,699.84 | 29.13% |
| RD Rodrigo Diaz Plan Group Financial LLC | 2,115 | $242,364.81 | $340,715.92 | $98,351.11 | 40.58% |
| CGL Chester Gary Lloyd Coston, McIsaac & Partners | 825 | $104,424.06 | $132,730.12 | $28,306.06 | 27.11% |
| PJ Peter Joers Avos Capital Management LLC | 23,999 | $3.29M | $3.87M | $572,788.83 | 17.39% |
Mariana Coli Dunhill Financial LLC | 39,536 | $6.83M | $6.36M | -$471,392.22 | -6.9% |