| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| SBL Semitam Bonam LLC Semitam Bonam LLC | 1,737 | $203,715 | $201,648.32 | -$2,066.68 | -1.01% |
Mark Fiskio Empirical Asset Management LLC | 5,193 | $484,834.99 | $622,173.33 | $137,338.34 | 28.33% |
Amanda Hawley Atria Wealth Solutions Inc. | 26,264 | $2.81M | $3.05M | $239,241.41 | 8.51% |
| LV Leah Vaden Redwood Financial Network Corp. | 17,194 | $1.53M | $2.06M | $533,493.48 | 34.95% |
Jeffrey Gilbert Balboa Wealth Partners | 2,716 | $246,315.15 | $325,403.96 | $79,088.81 | 32.11% |
Edward Lowndes Angeles Wealth Management LLC | 3,903 | $438,567.79 | $453,099.25 | $14,531.46 | 3.31% |
Leonid Berline ARMSTRONG ADVISORY GROUP Inc. | 286,426 | $21.12M | $33.25M | $12.14M | 57.47% |
CJ Harrison DecisionPoint Financial LLC | 202 | $13,045.56 | $23,450.18 | $10,404.62 | 79.76% |
Mark Mowrey Signature Resources Capital Management LLC | 134 | $14,368.74 | $15,556.06 | $1,187.32 | 8.26% |
| FWA FSM Wealth Advisors LLC FSM Wealth Advisors LLC | 1,814 | $212,745.92 | $210,587.25 | -$2,158.67 | -1.01% |
| CGL Chester Gary Lloyd Coston, McIsaac & Partners | 428 | $29,763.77 | $50,456.92 | $20,693.15 | 69.52% |
Mariana Coli Dunhill Financial LLC | 453 | $49,658.48 | $54,273.93 | $4,615.45 | 9.29% |
| JJB James J. Burns & Company LLC James J. Burns & Company LLC | 2,616 | $245,609.16 | $303,691.43 | $58,082.27 | 23.65% |
| LWM Lodestone Wealth Management LLC Lodestone Wealth Management LLC | 2,128 | $251,195.55 | $247,039.51 | -$4,156.04 | -1.65% |
Lukas Lindgren Abound Wealth Management | 94 | $9,541.11 | $10,912.46 | $1,371.35 | 14.37% |
Thomas P. Mullooly Mullooly Asset Management Inc. | 3,975 | $393,052.86 | $461,457.73 | $68,404.87 | 17.4% |
Victoria Latham Fiduciary Alliance LLC | 5,282 | $579,146.1 | $613,187.36 | $34,041.26 | 5.88% |
Loni Adams Daymark Wealth Partners LLC | 3,537 | $414,819 | $410,610.32 | -$4,208.68 | -1.01% |
Michael Snyder Beaumont Financial Advisors LLC | 3,290 | $344,942.44 | $381,936.09 | $36,993.65 | 10.72% |
| VBG Vance B. Gray Jr. Gray Wealth Management Inc. | 3,282 | $249,075.46 | $381,007.37 | $131,931.91 | 52.97% |