| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Daniel Ronan Catalyst Financial Partners LLC | 47,847 | $1.91M | $2.46M | $547,509.54 | 28.65% |
Amanda Hawley Atria Wealth Solutions Inc. | 100,666 | $3.17M | $5.2M | $2.03M | 64.16% |
Matthew Heller Willner & Heller LLC | 6,045 | $234,991.17 | $326,188.2 | $91,197.03 | 38.81% |
Eric Dahm Range Financial Group LLC | 9,125 | $404,631.66 | $492,385 | $87,753.34 | 21.69% |
Stephen Kenney Gray Private Wealth LLC | 4,230 | $206,212.75 | $219,029.4 | $12,816.65 | 6.22% |
Craig Johnsen Fortitude Advisory Group LLC | 14,870 | $589,599.57 | $768,779 | $179,179.43 | 30.39% |
Jeffrey Gilbert Balboa Wealth Partners | 7,952 | $411,666.33 | $408,653.28 | -$3,013.05 | -0.73% |
Gary M. Coon Finer Wealth Management Inc. | 14,511 | $422,662.14 | $750,799.14 | $328,137 | 77.64% |
Sean Murray Quantum Financial Advisors LLC | 12,950 | $528,980.45 | $698,782 | $169,801.55 | 32.1% |
Edward Lowndes Angeles Wealth Management LLC | 47,290 | $1.96M | $2.43M | $471,347.98 | 24.06% |
Christoph Von Dem Bussche Financial Guidance Group Inc. | 5,485 | $207,991.2 | $283,821.32 | $75,830.12 | 36.46% |
Angela Cox W Advisors LLC | 7,285 | $260,683.96 | $374,376.15 | $113,692.19 | 43.61% |
Kevin Zemann WealthPlan Investment Management LLC | 45,266 | $2.39M | $2.34M | -$47,800.56 | -2% |
Vito Collacuro Sutton Place Investors LLC | 9,291 | $352,845.33 | $477,464.49 | $124,619.16 | 35.32% |
| WIM Warwick Investment Management Inc. Warwick Investment Management Inc. | 12,403 | $529,840.28 | $637,390.17 | $107,549.89 | 20.3% |
Benjamin Cauley Carr Financial Group Corp. | 10,991 | $370,212.43 | $593,074.36 | $222,861.93 | 60.2% |
James Rukstalis ESG Planning DBA Harper Investing | 8,062 | $459,372.76 | $417,127.88 | -$42,244.88 | -9.2% |
Michael Stulic Astoria Portfolio Advisors LLC | 5,501 | $223,823.2 | $282,696.39 | $58,873.19 | 26.3% |
Joseph Wallace Wallace Advisory Group LLC | 6,715 | $249,700.13 | $345,083.85 | $95,383.72 | 38.2% |
Leonid Berline ARMSTRONG ADVISORY GROUP Inc. | 28,367 | $943,655.3 | $1.47M | $531,003.19 | 56.27% |