| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Amanda Hawley Atria Wealth Solutions Inc. | 223,202 | $27.4M | $60.62M | $33.22M | 121.27% |
Lincoln Bach Delap Wealth Advisory LLC | 5,718 | $1.18M | $1.55M | $375,002.87 | 31.84% |
| LV Leah Vaden Redwood Financial Network Corp. | 10,591 | $1.75M | $2.91M | $1.16M | 66.29% |
Tu Tran Crosspoint Financial LLC | 1,021 | $243,346 | $280,203.24 | $36,857.24 | 15.15% |
Matthew Heller Willner & Heller LLC | 13,611 | $2.05M | $3.7M | $1.65M | 80.25% |
Ryan Cahill Cahill Wealth Management LLC | 3,399 | $505,373.1 | $923,100.39 | $417,727.29 | 82.66% |
Eric Dahm Range Financial Group LLC | 2,377 | $479,941.93 | $645,545.64 | $165,603.71 | 34.5% |
Stephen Kenney Gray Private Wealth LLC | 3,771 | $719,578.39 | $1.02M | $304,549.75 | 42.32% |
Craig Johnsen Fortitude Advisory Group LLC | 25,309 | $3.93M | $6.87M | $2.94M | 74.79% |
Jeffrey Gilbert Balboa Wealth Partners | 52,659 | $6.28M | $14.45M | $8.17M | 130.02% |
Gary M. Coon Finer Wealth Management Inc. | 44,322 | $7.08M | $12.04M | $4.96M | 70.06% |
Sean Murray Quantum Financial Advisors LLC | 23,131 | $4.62M | $6.28M | $1.66M | 35.9% |
Edward Lowndes Angeles Wealth Management LLC | 118,524 | $23.35M | $32.19M | $8.84M | 37.86% |
Christoph Von Dem Bussche Financial Guidance Group Inc. | 4,908 | $787,856.28 | $1.33M | $545,058.31 | 69.18% |
James M. Perkins Quantum Private Wealth LLC | 117,778 | $19.24M | $31.99M | $12.75M | 66.26% |
Angela Cox W Advisors LLC | 8,658 | $1.46M | $2.35M | $892,440.8 | 61.17% |
Bradley J. Lineberger Seaside Wealth Management Inc. | 2,396 | $473,565.17 | $664,698.34 | $191,133.17 | 40.36% |
Kevin Zemann WealthPlan Investment Management LLC | 86,348 | $15.45M | $23.45M | $8M | 51.78% |
Timothy E. Ladin Price Jennifer C. | 10,000 | $1.06M | $2.72M | $1.65M | 155.7% |
Vito Collacuro Sutton Place Investors LLC | 10,840 | $2.04M | $2.95M | $911,084.67 | 44.66% |