| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| FFG Fiduciary Financial Group LLC Fiduciary Financial Group LLC | 469 | $587,019.93 | $780,066.59 | $193,046.66 | 32.89% |
Michael Topley Lansing Street Advisors | 614 | $609,672.76 | $1.03M | $417,730.37 | 68.52% |
Mark Fiskio Empirical Asset Management LLC | 261 | $209,996.29 | $433,868.13 | $223,871.84 | 106.61% |
Timothy Gerlach Novem Group | 950 | $660,666.46 | $1.58M | $918,770.29 | 139.07% |
Daniel Ronan Catalyst Financial Partners LLC | 262 | $357,423.46 | $436,301.11 | $78,877.65 | 22.07% |
Amanda Hawley Atria Wealth Solutions Inc. | 2,798 | $2.3M | $4.64M | $2.34M | 101.84% |
| LV Leah Vaden Redwood Financial Network Corp. | 360 | $250,949.44 | $596,617.21 | $345,667.77 | 137.74% |
Matthew Heller Willner & Heller LLC | 940 | $718,750.2 | $1.57M | $853,014.4 | 118.68% |
Jeffrey Gilbert Balboa Wealth Partners | 3,397 | $2.56M | $5.63M | $3.07M | 119.95% |
Gary M. Coon Finer Wealth Management Inc. | 1,657 | $1.37M | $2.72M | $1.35M | 98.87% |
Sean Murray Quantum Financial Advisors LLC | 126 | $250,669.43 | $209,657.7 | -$41,011.73 | -16.36% |
Edward Lowndes Angeles Wealth Management LLC | 815 | $933,714.53 | $1.35M | $419,511.47 | 44.93% |
Vito Collacuro Sutton Place Investors LLC | 109 | $216,848.95 | $183,088.39 | -$33,760.56 | -15.57% |
| WIM Warwick Investment Management Inc. Warwick Investment Management Inc. | 130 | $258,627.19 | $218,609.3 | -$40,017.89 | -15.47% |
Michael Stulic Astoria Portfolio Advisors LLC | 279 | $402,403.47 | $464,105.34 | $61,701.87 | 15.33% |
Mary Lecca ARGONAUTICA PRIVATE WEALTH MANAGEMENT Inc. | 854 | $776,770.7 | $1.42M | $641,967.54 | 82.65% |
Joseph Wallace Wallace Advisory Group LLC | 253 | $182,281.12 | $423,405.62 | $241,124.5 | 132.28% |
Leonid Berline ARMSTRONG ADVISORY GROUP Inc. | 23 | $20,415.44 | $37,784.63 | $17,369.19 | 85.08% |
Arpan Shah XY Capital Ltd. | 500 | $994,720 | $820,760 | -$173,960 | -17.49% |
| XV Xavier Volatier Transatlantique Private Wealth LLC | 1,136 | $757,832.83 | $1.88M | $1.12M | 148.3% |