| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Robert Sinnaeve SS&H Financial Advisors Inc. | 60,073 | $2.8M | $2.81M | $7,800.05 | 0.28% |
Michelle McCarthy Vantage Financial Partners LLC | 19,013 | $843,777.84 | $889,998.53 | $46,220.69 | 5.48% |
Allison Tronnes Forum Financial Management LP | 20,061 | $828,720.04 | $939,055.41 | $110,335.37 | 13.31% |
| DC Debora Caley Richwood Investment Advisors LLC | 13,955 | $632,228.7 | $653,233.55 | $21,004.85 | 3.32% |
Paul Elam Oak Harbor Wealth Partners LLC | 40,389 | $1.68M | $1.89M | $208,791.71 | 12.45% |
| LWL Leo Wealth LLC Leo Wealth LLC | 92,748 | $3.78M | $4.34M | $561,478.74 | 14.85% |
William Jollie Quent Capital LLC | 8,210 | $341,630.63 | $386,362.61 | $44,731.98 | 13.09% |
| RFA Resurgent Financial Advisors LLC Resurgent Financial Advisors LLC | 20,683 | $901,856.58 | $1M | $100,855.26 | 11.18% |
| SMP Sotirios Mike Pappas Mystic Asset Management Inc. | 4,809 | $194,965.11 | $226,167.27 | $31,202.16 | 16% |
Marc H. Stone Tyler-Stone Wealth Management | 16,826 | $786,694.33 | $787,625.06 | $930.73 | 0.12% |
Richard A. Flora Key Client Fiduciary Advisors LLC | 28,257 | $1.13M | $1.32M | $192,536.47 | 17.04% |
Stephen Dunnaway Brown Shipley& Co Ltd | 1,014 | $38,748.32 | $47,465.34 | $8,717.02 | 22.5% |
Dalila Toledo Ascent Group LLC | 169,344 | $7.62M | $7.93M | $311,938.59 | 4.1% |
| EM Erin Mccann Simplicity Wealth LLC | 296,339 | $12.69M | $13.83M | $1.14M | 8.98% |
Robert Glass AlphaCentric Advisors LLC | 6,232 | $284,360.61 | $291,719.92 | $7,359.31 | 2.59% |
Patrick O'Connell Security Financial Services Inc. | 10,708 | $486,695.13 | $501,241.48 | $14,546.35 | 2.99% |
Joseph J. Costigan apricus wealth LLC | 51,066 | $2.48M | $2.39M | -$91,259.44 | -3.68% |
Michael Hartman NORTHEAST PLANNING ASSOCIATES Inc. / NH / | 6,326 | $279,902.54 | $296,120.06 | $16,217.52 | 5.79% |
Michael Byun SageView Advisory Group LLC | 34,619 | $1.54M | $1.63M | $91,385.1 | 5.94% |
| KB Kimberly Byrne Bill Few Associates Inc. | 125,628 | $5.99M | $5.88M | -$114,072.97 | -1.9% |