| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Amanda Hawley Atria Wealth Solutions Inc. | 20,674 | $2.29M | $5.06M | $2.77M | 121.13% |
Matthew Heller Willner & Heller LLC | 9,021 | $1.24M | $2.14M | $898,031.98 | 72.56% |
Jeffrey Gilbert Balboa Wealth Partners | 2,960 | $436,347.62 | $691,100.8 | $254,753.18 | 58.38% |
James M. Perkins Quantum Private Wealth LLC | 10,475 | $1.46M | $2.49M | $1.03M | 70.82% |
Kevin Zemann WealthPlan Investment Management LLC | 5,576 | $877,283.42 | $1.36M | $487,665.56 | 55.59% |
Michael Stulic Astoria Portfolio Advisors LLC | 651 | $230,825.08 | $152,818.99 | -$78,006.09 | -33.79% |
Mary Lecca ARGONAUTICA PRIVATE WEALTH MANAGEMENT Inc. | 4,620 | $622,020.2 | $1.09M | $468,669.4 | 75.35% |
Leonid Berline ARMSTRONG ADVISORY GROUP Inc. | 193 | $28,822.66 | $46,430.01 | $17,607.35 | 61.09% |
| JG John Ginter Callan Family Office LLC | 3,959 | $987,811.59 | $950,951.8 | -$36,859.79 | -3.73% |
Mark Mowrey Signature Resources Capital Management LLC | 188 | $66,659 | $42,826.4 | -$23,832.6 | -35.75% |
Daniel McEnroe Azimuth Capital Investment Management LLC | 24,806 | $8.8M | $5.83M | -$2.97M | -33.72% |
| TC Trent Curry bLong Financial LLC | 1,710 | $258,689 | $409,767.3 | $151,078.3 | 58.4% |
Rachel Faulk Cape Investment Advisory Inc. | 78 | $25,449.23 | $19,093.62 | -$6,355.61 | -24.97% |
| LWM Lodestone Wealth Management LLC Lodestone Wealth Management LLC | 2 | $218.63 | $456.25 | $237.62 | 108.69% |
Brian Dechow SWAN Capital LLC | 60 | $8,597.15 | $13,983 | $5,385.85 | 62.65% |
| DWM Drive Wealth Management LLC Drive Wealth Management LLC | 1,048 | $371,589.37 | $244,624.16 | -$126,965.21 | -34.17% |
Loni Adams Daymark Wealth Partners LLC | 585 | $88,498.75 | $133,453.65 | $44,954.9 | 50.8% |
Nolan Langford Left Brain Wealth Management LLC | 1,205 | $427,257 | $293,995.9 | -$133,261.1 | -31.19% |
Belena Vincetti Fortis Capital Advisors LLC | 4,233 | $634,724.94 | $990,383.58 | $355,658.64 | 56.03% |
Jeffrey D. Munjack JDM Financial Group LLC | 34 | $3,630.86 | $7,983.2 | $4,352.34 | 119.87% |