| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
William Jollie Quent Capital LLC | 1,448 | $98,896.28 | $100,230.56 | $1,334.28 | 1.35% |
| RFA Resurgent Financial Advisors LLC Resurgent Financial Advisors LLC | 4,537 | $190,761.15 | $330,293.6 | $139,532.45 | 73.15% |
Missy Straw Nilsine Partners LLC | 20,637 | $1.31M | $1.5M | $195,824.49 | 14.99% |
Dalila Toledo Ascent Group LLC | 51,529 | $1.96M | $3.59M | $1.63M | 82.85% |
| EM Erin Mccann Simplicity Wealth LLC | 7,459 | $478,594.26 | $522,204.59 | $43,610.33 | 9.11% |
Ed West Values First Advisors Inc. | 2 | $145.56 | $149.14 | $3.58 | 2.46% |
Michael Byun SageView Advisory Group LLC | 11,413 | $606,258.89 | $830,866.4 | $224,607.51 | 37.05% |
David T. Morgan High Net Worth Advisory Group LLC | 7,042 | $227,352.05 | $525,121.94 | $297,769.89 | 130.97% |
Randy T. Siegel Aletheian Wealth Advisors LLC | 3,859 | $233,165.73 | $268,007.55 | $34,841.82 | 14.94% |
Molly Crider Walker Asset Management LLC | 6,381 | $279,082.39 | $464,536.8 | $185,454.41 | 66.45% |
Christopher M. Marks Sterling Investment Counsel LLC | 5,935 | $356,824 | $442,572.95 | $85,748.95 | 24.03% |
Mark Ledingham KEYSTONE INVESTORS PTE Ltd. | 70,601 | $4.46M | $4.91M | $445,737.18 | 9.99% |
Daniel Ronan Catalyst Financial Partners LLC | 11,551 | $448,161.81 | $840,912.8 | $392,750.99 | 87.64% |
Amanda Hawley Atria Wealth Solutions Inc. | 21,409 | $889,312.77 | $1.48M | $592,618.21 | 66.64% |
Jeffrey Gilbert Balboa Wealth Partners | 6,079 | $318,439.06 | $442,551.2 | $124,112.14 | 38.98% |
Sean Murray Quantum Financial Advisors LLC | 3,374 | $184,340.46 | $251,599.18 | $67,258.72 | 36.49% |
Edward Lowndes Angeles Wealth Management LLC | 13,128 | $805,991.2 | $955,718.4 | $149,727.2 | 18.58% |
Benjamin Cauley Carr Financial Group Corp. | 4,441 | $285,660.5 | $331,165.37 | $45,504.87 | 15.93% |
Michael Stulic Astoria Portfolio Advisors LLC | 7,344 | $211,888.59 | $534,643.2 | $322,754.61 | 152.32% |
Mary Lecca ARGONAUTICA PRIVATE WEALTH MANAGEMENT Inc. | 5,657 | $411,716 | $421,842.49 | $10,126.49 | 2.46% |