| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jim Clark Worth Asset Management LLC | 7,773 | $913,016.58 | $894,439.11 | -$18,577.47 | -2.03% |
| MSN Melissa S. Nehrt Powers Advisory Group LLC | 4,626 | $238,764.92 | $532,313.82 | $293,548.9 | 122.94% |
Daniel Ronan Catalyst Financial Partners LLC | 35,893 | $2.32M | $4.08M | $1.76M | 75.58% |
Amanda Hawley Atria Wealth Solutions Inc. | 81,810 | $4.17M | $8.99M | $4.82M | 115.55% |
| LV Leah Vaden Redwood Financial Network Corp. | 4,337 | $201,879.7 | $499,058.59 | $297,178.89 | 147.21% |
Matthew Heller Willner & Heller LLC | 4,567 | $281,508.15 | $525,524.69 | $244,016.54 | 86.68% |
Eric Dahm Range Financial Group LLC | 14,818 | $869,520.94 | $1.71M | $835,586.32 | 96.1% |
Craig Johnsen Fortitude Advisory Group LLC | 13,919 | $872,061.28 | $1.53M | $656,940.87 | 75.33% |
Jeffrey Gilbert Balboa Wealth Partners | 12,479 | $819,548.16 | $1.42M | $598,565.4 | 73.04% |
Gary M. Coon Finer Wealth Management Inc. | 16,334 | $968,442.3 | $1.78M | $814,740.48 | 84.13% |
Sean Murray Quantum Financial Advisors LLC | 9,659 | $569,017.09 | $1.11M | $542,444.04 | 95.33% |
Edward Lowndes Angeles Wealth Management LLC | 32,235 | $2.09M | $3.66M | $1.58M | 75.65% |
| JMJ James Mark Joseph SENTINEL WEALTH MANAGEMENT Inc. | 5,165 | $358,347.7 | $561,693.75 | $203,346.05 | 56.75% |
Angela Cox W Advisors LLC | 9,424 | $583,292.31 | $1.07M | $487,651.05 | 83.6% |
Kevin Zemann WealthPlan Investment Management LLC | 29,095 | $3.23M | $3.2M | -$35,079.48 | -1.09% |
Vito Collacuro Sutton Place Investors LLC | 7,904 | $420,253.86 | $898,210.56 | $477,956.7 | 113.73% |
| WIM Warwick Investment Management Inc. Warwick Investment Management Inc. | 4,860 | $353,557.75 | $552,290.4 | $198,732.65 | 56.21% |
Benjamin Cauley Carr Financial Group Corp. | 6,293 | $322,253.75 | $724,135.51 | $401,881.76 | 124.71% |
Michael Stulic Astoria Portfolio Advisors LLC | 7,377 | $485,531.63 | $838,322.28 | $352,790.65 | 72.66% |
Mary Lecca ARGONAUTICA PRIVATE WEALTH MANAGEMENT Inc. | 78,565 | $3.8M | $9.04M | $5.24M | 137.64% |