| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Tyler Glazier New Millennium Group LLC | 32,135 | $2.36M | $2.53M | $164,691.87 | 6.97% |
Lonny Elfenbein West Michigan Advisors LLC | 11,770 | $894,755.4 | $928,829.55 | $34,074.15 | 3.81% |
Joel A. Schreiber SFI Advisors LLC | 15,838 | $1.03M | $1.25M | $221,854 | 21.48% |
Michelle McCarthy Vantage Financial Partners LLC | 20,077 | $1.32M | $1.59M | $274,321.58 | 20.79% |
| EM Erin Mccann Simplicity Wealth LLC | 2,996 | $280,515.48 | $238,032.2 | -$42,483.28 | -15.14% |
Nichole Raftopoulos Nvest Financial LLC | 55,243 | $4.22M | $4.41M | $182,129.97 | 4.31% |
Mark Vicencio Lowery Thomas LLC | 17,299 | $937,354.36 | $1.37M | $435,321.29 | 46.44% |
| CS Catherine Salsman Paragon Private Wealth Management LLC | 34,553 | $2.32M | $2.74M | $421,394.76 | 18.18% |
Bryan Kupchik Capstone Wealth Management Group LLC | 41,603 | $3.84M | $3.31M | -$533,676.51 | -13.9% |
Arthur Garcia Atlas Financial Advisors Inc. | 10,031 | $663,149.41 | $786,330.09 | $123,180.68 | 18.58% |
Scott Williams Investmark Advisory Group LLC | 8,896 | $626,189.16 | $709,366.15 | $83,176.99 | 13.28% |
Amanda Hawley Atria Wealth Solutions Inc. | 4,279 | $268,507.25 | $341,806.52 | $73,299.27 | 27.3% |
Michael Stulic Astoria Portfolio Advisors LLC | 19,714 | $1.77M | $1.55M | -$215,348.71 | -12.2% |
Rachel Faulk Cape Investment Advisory Inc. | 1,703 | $159,451.74 | $136,035.64 | -$23,416.1 | -14.69% |
| LWM Lodestone Wealth Management LLC Lodestone Wealth Management LLC | 23,655 | $1.22M | $1.86M | $642,205.48 | 52.78% |
Lukas Lindgren Abound Wealth Management | 97 | $4,217.21 | $7,741.57 | $3,524.36 | 83.57% |
Victoria Latham Fiduciary Alliance LLC | 72,024 | $4.86M | $5.65M | $789,581.78 | 16.25% |
Jessica Thayer Unique Wealth LLC | 14,311 | $1.02M | $1.12M | $104,453.44 | 10.25% |
Belena Vincetti Fortis Capital Advisors LLC | 35,405 | $3.1M | $2.78M | -$314,625.01 | -10.15% |
Scott Register Register Financial Advisors LLC | 1,131 | $95,998.71 | $88,919.22 | -$7,079.49 | -7.37% |