| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| NAP Norma Angelica Peralta Morales Virtus Family Office LLC | 3,032 | $619,653.16 | $668,828.58 | $49,175.42 | 7.94% |
Amanda Hawley Atria Wealth Solutions Inc. | 1,955 | $307,783.3 | $434,655.15 | $126,871.85 | 41.22% |
| VMJ Victor Melfa Jr. MELFA WEALTH MANAGEMENT Inc. | 1,017 | $194,802.27 | $223,699.32 | $28,897.05 | 14.83% |
Jonathan Seed Seed Wealth Management Inc. | 2,330 | $264,010.63 | $516,258.1 | $252,247.47 | 95.54% |
Jeffrey Hanson Breakwater Capital Group | 3,588 | $708,554.28 | $782,876.45 | $74,322.17 | 10.49% |
| AAL Avraham A. Levitan Glass Jacobson Investment Advisors LLC | 105 | $16,294.05 | $22,847.47 | $6,553.42 | 40.22% |
| TAL TFB Advisors LLC TFB Advisors LLC | 7,434 | $1.29M | $1.64M | $344,904.85 | 26.69% |
| FFL Financial Freedom LLC Financial Freedom LLC | 21,091 | $3.93M | $4.68M | $748,516.05 | 19.04% |
John Shanley Aspect Partners, LLC | 9,331 | $1.38M | $2.03M | $654,461.02 | 47.46% |
Hovig Melkonian LAZARI CAPITAL MANAGEMENT, INC. | 3,084 | $463,315.99 | $679,251 | $215,935.01 | 46.61% |
Certus Wealth Management LLC Certus Wealth Management, LLC | 9,080 | $1.48M | $2M | $525,039.4 | 35.48% |
Christopher C. Powers Farther Finance Advisors, LLC | 1,782 | $342,531.64 | $396,192.06 | $53,660.42 | 15.67% |
Jon Greer GSG Advisors LLC | 1,801 | $204,213.77 | $396,220 | $192,006.23 | 94.02% |
Courtney Haddad Concurrent Investment Advisors, LLC | 3,926 | $774,963.36 | $871,886.08 | $96,922.72 | 12.51% |
Amir Har-El Savvy Advisors, Inc. | 939 | $234,282 | $207,204.43 | -$27,077.57 | -11.56% |
United Advisor Group LLC United Advisor Group, LLC | 3,303 | $509,270.67 | $717,807.96 | $208,537.29 | 40.95% |
Uptick Partners LLC UPTICK PARTNERS, LLC | 2,344 | $491,390.27 | $511,648.32 | $20,258.05 | 4.12% |
Joshua Stipcich Tidemark, LLC | 67 | $12,836.94 | $14,821.74 | $1,984.8 | 15.46% |
Signal Advisors Wealth LLC Signal Advisors Wealth, LLC | 1,603 | $306,693.54 | $348,804.78 | $42,111.24 | 13.73% |
Cynthia Schlanger Ashton Thomas Private Wealth, LLC | 2 | $394 | $444.16 | $50.16 | 12.73% |