| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Daniel Ronan Catalyst Financial Partners LLC | 3,828 | $720,078.06 | $1.04M | $318,898.56 | 44.29% |
Amanda Hawley Atria Wealth Solutions Inc. | 14,677 | $3.51M | $4.04M | $527,906.12 | 15.05% |
Matthew Heller Willner & Heller LLC | 2,635 | $709,602.65 | $726,759.35 | $17,156.7 | 2.42% |
Craig Johnsen Fortitude Advisory Group LLC | 1,926 | $537,835.5 | $529,650 | -$8,185.5 | -1.52% |
Edward Lowndes Angeles Wealth Management LLC | 2,614 | $721,597.58 | $710,916.51 | -$10,681.07 | -1.48% |
James M. Perkins Quantum Private Wealth LLC | 5,756 | $1.65M | $1.58M | -$68,680.95 | -4.16% |
Kevin Zemann WealthPlan Investment Management LLC | 1,871 | $439,659.17 | $514,525 | $74,865.83 | 17.03% |
David W. Chenet Presidio Capital Management LLC | 1,489 | $403,636.53 | $408,395.62 | $4,759.09 | 1.18% |
Mary Lecca ARGONAUTICA PRIVATE WEALTH MANAGEMENT Inc. | 3,757 | $1.33M | $1.03M | -$298,643.65 | -22.5% |
| TL Tradewinds LLC Tradewinds LLC | 340 | $108,996.4 | $92,752 | -$16,244.4 | -14.9% |
Leonid Berline ARMSTRONG ADVISORY GROUP Inc. | 384 | $67,810.4 | $105,285.12 | $37,474.72 | 55.26% |
Nadine Hofstetter Northwest Bank & Trust Co. | 76 | $6,957 | $20,704.68 | $13,747.68 | 197.61% |
| MK Malinda Khauv Cercano Management LLC | 6,702 | $2.16M | $1.83M | -$335,736.7 | -15.52% |
| BFG Bleakley Financial Group LLC Bleakley Financial Group LLC | 15,202 | $2.92M | $4.16M | $1.24M | 42.54% |
CJ Harrison DecisionPoint Financial LLC | 6 | $1,633.5 | $1,650 | $16.5 | 1.01% |
| JG John Ginter Callan Family Office LLC | 28,458 | $9.37M | $7.8M | -$1.57M | -16.72% |
Burke Montgomery GCM Grosvenor Holdings LLC | 878,015 | $245.19M | $236.91M | -$8.28M | -3.38% |
Amna Ali Khan GDS Wealth Management | 59,552 | $16.09M | $16.34M | $249,865.76 | 1.55% |
Mark Mowrey Signature Resources Capital Management LLC | 37 | $9,875.62 | $10,033.66 | $158.04 | 1.6% |
| FWA FSM Wealth Advisors LLC FSM Wealth Advisors LLC | 1,611 | $425,672.61 | $438,288.66 | $12,616.05 | 2.96% |