| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| MFA Millington Financial Advisors LLC Millington Financial Advisors LLC | 2,618 | $498,398.38 | $831,751.69 | $333,353.31 | 66.88% |
Mark Astrinos Libra Wealth LLC | 1,268 | $240,825.35 | $395,654.04 | $154,828.69 | 64.29% |
| FFG Fiduciary Financial Group LLC Fiduciary Financial Group LLC | 1,115 | $339,072 | $350,533.7 | $11,461.7 | 3.38% |
Christopher M. Marks Sterling Investment Counsel LLC | 902 | $299,608.32 | $288,378.42 | -$11,229.9 | -3.75% |
Michael Topley Lansing Street Advisors | 2,162 | $749,988.71 | $687,991.64 | -$61,997.07 | -8.27% |
Mark Fiskio Empirical Asset Management LLC | 2,333 | $860,684.15 | $731,278.87 | -$129,405.28 | -15.04% |
Timothy Gerlach Novem Group | 3,414 | $1.25M | $1.07M | -$182,583.7 | -14.58% |
Daniel Ronan Catalyst Financial Partners LLC | 3,357 | $736,085.93 | $1.05M | $318,179.92 | 43.23% |
Amanda Hawley Atria Wealth Solutions Inc. | 24,890 | $4.19M | $7.81M | $3.62M | 86.52% |
| LV Leah Vaden Redwood Financial Network Corp. | 867 | $273,563.29 | $277,188.57 | $3,625.28 | 1.33% |
Matthew Heller Willner & Heller LLC | 831 | $215,694.79 | $264,748.29 | $49,053.5 | 22.74% |
Craig Johnsen Fortitude Advisory Group LLC | 692 | $210,437.21 | $217,198.04 | $6,760.83 | 3.21% |
Jeffrey Gilbert Balboa Wealth Partners | 6,847 | $1.96M | $2.14M | $180,615.58 | 9.2% |
Sean Murray Quantum Financial Advisors LLC | 3,422 | $1M | $1.08M | $80,890.74 | 8.07% |
Edward Lowndes Angeles Wealth Management LLC | 6,177 | $1.81M | $1.94M | $121,071.38 | 6.67% |
James M. Perkins Quantum Private Wealth LLC | 2,190 | $358,284 | $697,022.25 | $338,738.25 | 94.54% |
Kevin Zemann WealthPlan Investment Management LLC | 1,309 | $395,946.32 | $410,855.83 | $14,909.51 | 3.77% |
| WIM Warwick Investment Management Inc. Warwick Investment Management Inc. | 662 | $223,921.5 | $210,734.46 | -$13,187.04 | -5.89% |
Benjamin Cauley Carr Financial Group Corp. | 3,658 | $589,807.27 | $1.16M | $574,826.77 | 97.46% |
Michael Stulic Astoria Portfolio Advisors LLC | 1,153 | $258,194.85 | $362,993.22 | $104,798.37 | 40.59% |