| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Amanda Hawley Atria Wealth Solutions Inc. | 55,034 | $8.57M | $13.81M | $5.24M | 61.23% |
| LV Leah Vaden Redwood Financial Network Corp. | 1,447 | $241,363.52 | $355,802.83 | $114,439.31 | 47.41% |
Matthew Heller Willner & Heller LLC | 5,852 | $837,036.17 | $1.47M | $631,464.71 | 75.44% |
Eric Dahm Range Financial Group LLC | 5,435 | $1.1M | $1.36M | $259,425.76 | 23.49% |
Stephen Kenney Gray Private Wealth LLC | 991 | $249,375 | $248,681.54 | -$693.46 | -0.28% |
Craig Johnsen Fortitude Advisory Group LLC | 5,707 | $878,030.31 | $1.43M | $554,084.27 | 63.11% |
Jeffrey Gilbert Balboa Wealth Partners | 10,057 | $1.65M | $2.47M | $821,283.58 | 49.73% |
Gary M. Coon Finer Wealth Management Inc. | 2,318 | $532,657.92 | $581,678.92 | $49,021 | 9.2% |
Sean Murray Quantum Financial Advisors LLC | 3,480 | $581,381.13 | $873,271.2 | $291,890.07 | 50.21% |
Edward Lowndes Angeles Wealth Management LLC | 23,439 | $4.52M | $5.88M | $1.36M | 30.16% |
James M. Perkins Quantum Private Wealth LLC | 2,092 | $314,655.62 | $524,966.48 | $210,310.86 | 66.84% |
Angela Cox W Advisors LLC | 2,648 | $400,625.67 | $664,489.12 | $263,863.45 | 65.86% |
Kevin Zemann WealthPlan Investment Management LLC | 47,636 | $7.68M | $11.95M | $4.28M | 55.67% |
Vito Collacuro Sutton Place Investors LLC | 1,191 | $275,578.09 | $290,365.8 | $14,787.71 | 5.37% |
| WIM Warwick Investment Management Inc. Warwick Investment Management Inc. | 2,135 | $430,270.42 | $535,756.9 | $105,486.48 | 24.52% |
Benjamin Cauley Carr Financial Group Corp. | 4,952 | $787,770.5 | $1.21M | $419,527.1 | 53.25% |
James Rukstalis ESG Planning DBA Harper Investing | 8,748 | $1.98M | $2.2M | $212,054.82 | 10.69% |
Michael Stulic Astoria Portfolio Advisors LLC | 10,976 | $2.44M | $2.75M | $318,220.25 | 13.06% |
David W. Chenet Presidio Capital Management LLC | 970 | $155,190.44 | $243,411.8 | $88,221.36 | 56.85% |
Mary Lecca ARGONAUTICA PRIVATE WEALTH MANAGEMENT Inc. | 14,639 | $2.34M | $3.67M | $1.33M | 57.07% |