| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Randy T. Siegel Aletheian Wealth Advisors LLC | 202 | $296,895.11 | $329,058 | $32,162.89 | 10.83% |
Anthony Chaves Dilation Capital Management LP | 5,470 | $7.22M | $8.91M | $1.69M | 23.33% |
Bryan Kupchik Capstone Wealth Management Group LLC | 575 | $1.14M | $936,675 | -$207,252.97 | -18.12% |
Molly Crider Walker Asset Management LLC | 108 | $214,859.51 | $175,932 | -$38,927.51 | -18.12% |
Daniel Lavoie Walter Public Investments Inc. | 11,311 | $7.96M | $18.98M | $11.02M | 138.47% |
| FFG Fiduciary Financial Group LLC Fiduciary Financial Group LLC | 345 | $362,372.91 | $562,005 | $199,632.09 | 55.09% |
Michael Topley Lansing Street Advisors | 614 | $609,672.76 | $1M | $390,533.24 | 64.06% |
Mark Fiskio Empirical Asset Management LLC | 261 | $209,996.29 | $454,431.01 | $244,434.72 | 116.4% |
Timothy Gerlach Novem Group | 950 | $660,666.46 | $1.55M | $886,883.54 | 134.24% |
Daniel Ronan Catalyst Financial Partners LLC | 262 | $357,423.46 | $426,798 | $69,374.54 | 19.41% |
Amanda Hawley Atria Wealth Solutions Inc. | 2,798 | $2.3M | $4.56M | $2.26M | 98.38% |
| LV Leah Vaden Redwood Financial Network Corp. | 360 | $250,949.44 | $626,801.4 | $375,851.96 | 149.77% |
Matthew Heller Willner & Heller LLC | 940 | $718,750.2 | $1.53M | $812,509.8 | 113.04% |
Jeffrey Gilbert Balboa Wealth Partners | 3,397 | $2.56M | $5.91M | $3.36M | 131.13% |
Gary M. Coon Finer Wealth Management Inc. | 1,622 | $1.3M | $2.64M | $1.34M | 103.27% |
Sean Murray Quantum Financial Advisors LLC | 126 | $250,669.43 | $205,254 | -$45,415.43 | -18.12% |
Edward Lowndes Angeles Wealth Management LLC | 815 | $933,714.53 | $1.33M | $393,920.47 | 42.19% |
Kevin Zemann WealthPlan Investment Management LLC | 102 | $202,922.87 | $166,158 | -$36,764.87 | -18.12% |
Vito Collacuro Sutton Place Investors LLC | 109 | $216,848.95 | $182,925.98 | -$33,922.97 | -15.64% |
| WIM Warwick Investment Management Inc. Warwick Investment Management Inc. | 130 | $258,627.19 | $211,770 | -$46,857.19 | -18.12% |