| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Daniel Ronan Catalyst Financial Partners LLC | 4,215 | $793,943.23 | $848,605.95 | $54,662.72 | 6.88% |
Amanda Hawley Atria Wealth Solutions Inc. | 13,319 | $1.9M | $2.65M | $744,864.28 | 39.13% |
Sean Murray Quantum Financial Advisors LLC | 1,934 | $410,591.62 | $390,697.01 | -$19,894.61 | -4.85% |
Edward Lowndes Angeles Wealth Management LLC | 2,092 | $476,968.47 | $419,540.14 | -$57,428.33 | -12.04% |
James M. Perkins Quantum Private Wealth LLC | 1,259 | $224,504.88 | $255,262.25 | $30,757.37 | 13.7% |
Angela Cox W Advisors LLC | 1,029 | $206,437.98 | $208,969.32 | $2,531.34 | 1.23% |
| WIM Warwick Investment Management Inc. Warwick Investment Management Inc. | 1,061 | $212,857.82 | $215,324.64 | $2,466.82 | 1.16% |
Benjamin Cauley Carr Financial Group Corp. | 1,452 | $219,722.11 | $294,697.92 | $74,975.81 | 34.12% |
Leonid Berline ARMSTRONG ADVISORY GROUP Inc. | 3,357 | $320,724.7 | $666,297.36 | $345,572.66 | 107.75% |
Nolan Baker Retirement Guys Formula LLC | 1,097 | $265,868.92 | $222,778.76 | -$43,090.16 | -16.21% |
| CIG CHB Investment Group LLC CHB Investment Group LLC | 1,020 | $217,015.2 | $202,143.6 | -$14,871.6 | -6.85% |
| MK Malinda Khauv Cercano Management LLC | 31,409 | $5.73M | $6.35M | $619,699.58 | 10.82% |
John Ritter Ritter Daniher Financial Advisory LLC / DE | 42 | $10,119.19 | $8,426.04 | -$1,693.15 | -16.73% |
| BFG Bleakley Financial Group LLC Bleakley Financial Group LLC | 32,606 | $6.81M | $6.44M | -$370,707.18 | -5.45% |
Jeffrey Jones Cypress Financial Planning LLC | 22,722 | $4.83M | $4.55M | -$287,537.52 | -5.95% |
CJ Harrison DecisionPoint Financial LLC | 72 | $17,110.76 | $14,317.92 | -$2,792.84 | -16.32% |
| JG John Ginter Callan Family Office LLC | 66,417 | $14.36M | $13.26M | -$1.1M | -7.68% |
Linda M. Dagilus Greenfield Savings Bank | 2,479 | $527,428.26 | $503,100.65 | -$24,327.61 | -4.61% |
Amna Ali Khan GDS Wealth Management | 1,197 | $240,142.14 | $241,973.55 | $1,831.41 | 0.76% |
Mark Mowrey Signature Resources Capital Management LLC | 280 | $56,120.28 | $56,487.2 | $366.92 | 0.65% |