| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| NWL Nicholas Wealth LLC Nicholas Wealth LLC | 7,666 | $1.26M | $1.18M | -$86,544.36 | -6.85% |
Matt Monson Sovereign's Capital Management LLC | 37,896 | $5.04M | $5.77M | $723,270.63 | 14.34% |
William Jollie Quent Capital LLC | 126 | $22,907.91 | $19,425.42 | -$3,482.49 | -15.2% |
Dalila Toledo Ascent Group LLC | 7,968 | $971,885.55 | $1.22M | $244,349.97 | 25.14% |
| EM Erin Mccann Simplicity Wealth LLC | 14,746 | $2.34M | $2.25M | -$93,563.37 | -4% |
Ed West Values First Advisors Inc. | 10 | $1,503.3 | $1,540.1 | $36.8 | 2.45% |
Thomas Mason Mason & Associates Inc. | 3,481 | $408,808.64 | $537,605.64 | $128,797 | 31.51% |
| FFG Fiduciary Financial Group LLC Fiduciary Financial Group LLC | 2,270 | $323,380.74 | $349,091.95 | $25,711.21 | 7.95% |
Mark Fiskio Empirical Asset Management LLC | 1,302 | $206,536.26 | $199,518.48 | -$7,017.78 | -3.4% |
Jim Clark Worth Asset Management LLC | 4,743 | $713,015.19 | $770,073.48 | $57,058.29 | 8% |
Daniel Ronan Catalyst Financial Partners LLC | 2,919 | $363,974.27 | $448,139.47 | $84,165.2 | 23.12% |
Amanda Hawley Atria Wealth Solutions Inc. | 3,420 | $471,515.4 | $527,261.4 | $55,746 | 11.82% |
Matthew Heller Willner & Heller LLC | 2,454 | $389,278.02 | $378,750.36 | -$10,527.66 | -2.7% |
Jeffrey Gilbert Balboa Wealth Partners | 2,651 | $420,528.13 | $404,608.87 | -$15,919.26 | -3.79% |
Sean Murray Quantum Financial Advisors LLC | 2,450 | $210,801.7 | $377,716.5 | $166,914.8 | 79.18% |
Edward Lowndes Angeles Wealth Management LLC | 6,061 | $961,456.43 | $931,272.65 | -$30,183.78 | -3.14% |
Michael Stulic Astoria Portfolio Advisors LLC | 1,658 | $263,008.54 | $255,116.46 | -$7,892.08 | -3% |
Leonid Berline ARMSTRONG ADVISORY GROUP Inc. | 144 | $24,224.95 | $21,942.72 | -$2,282.23 | -9.42% |
John Ritter Ritter Daniher Financial Advisory LLC / DE | 50 | $8,066.5 | $7,678.25 | -$388.25 | -4.81% |
CJ Harrison DecisionPoint Financial LLC | 7 | $1,137.43 | $1,079.19 | -$58.24 | -5.12% |