| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| MSN Melissa S. Nehrt Powers Advisory Group LLC | 2,176 | $559,507.81 | $730,135.04 | $170,627.23 | 30.5% |
Daniel Ronan Catalyst Financial Partners LLC | 31,457 | $4.94M | $10.49M | $5.55M | 112.5% |
Amanda Hawley Atria Wealth Solutions Inc. | 68,993 | $5.22M | $23.76M | $18.54M | 355.45% |
| MS Mark Sheppard M & L Capital Management Ltd. | 175,800 | $44.38M | $58.18M | $13.8M | 31.11% |
| LV Leah Vaden Redwood Financial Network Corp. | 2,006 | $473,466.6 | $674,818.4 | $201,351.8 | 42.53% |
Matthew Heller Willner & Heller LLC | 6,070 | $444,365.98 | $2.05M | $1.6M | 361.09% |
Eric Dahm Range Financial Group LLC | 8,519 | $1.54M | $2.87M | $1.33M | 86.65% |
Stephen Kenney Gray Private Wealth LLC | 1,423 | $428,087.33 | $480,972.01 | $52,884.68 | 12.35% |
Craig Johnsen Fortitude Advisory Group LLC | 14,048 | $2.38M | $4.84M | $2.46M | 103.53% |
Jeffrey Gilbert Balboa Wealth Partners | 23,448 | $4.56M | $7.79M | $3.23M | 70.97% |
Gary M. Coon Finer Wealth Management Inc. | 3,650 | $331,784.01 | $1.2M | $868,153.49 | 261.66% |
Sean Murray Quantum Financial Advisors LLC | 3,639 | $430,033.59 | $1.22M | $787,193.71 | 183.05% |
Edward Lowndes Angeles Wealth Management LLC | 44,949 | $12.1M | $14.94M | $2.84M | 23.49% |
Christoph Von Dem Bussche Financial Guidance Group Inc. | 1,630 | $272,910.9 | $552,341.8 | $279,430.9 | 102.39% |
James M. Perkins Quantum Private Wealth LLC | 44,034 | $4.11M | $14.93M | $10.82M | 263.32% |
Angela Cox W Advisors LLC | 982 | $275,960.22 | $331,395.54 | $55,435.32 | 20.09% |
Bradley J. Lineberger Seaside Wealth Management Inc. | 1,179 | $371,395.09 | $400,577.04 | $29,181.95 | 7.86% |
Kevin Zemann WealthPlan Investment Management LLC | 35,967 | $10.27M | $12.38M | $2.12M | 20.64% |
Vito Collacuro Sutton Place Investors LLC | 4,263 | $792,429.32 | $1.44M | $649,359.91 | 81.95% |
| WIM Warwick Investment Management Inc. Warwick Investment Management Inc. | 5,368 | $1.07M | $1.81M | $742,053.13 | 69.21% |