| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Amanda Hawley Atria Wealth Solutions Inc. | 24,130 | $813,251.9 | $1.17M | $361,637.8 | 44.47% |
Matthew Heller Willner & Heller LLC | 9,244 | $335,446.84 | $453,787.96 | $118,341.12 | 35.28% |
Sean Murray Quantum Financial Advisors LLC | 6,436 | $189,819.12 | $311,438.04 | $121,618.92 | 64.07% |
Edward Lowndes Angeles Wealth Management LLC | 10,685 | $370,924.09 | $518,169.07 | $147,244.98 | 39.7% |
James M. Perkins Quantum Private Wealth LLC | 23,458 | $882,020.8 | $1.15M | $267,538.49 | 30.33% |
Benjamin Cauley Carr Financial Group Corp. | 4,274 | $203,167 | $209,832.03 | $6,665.03 | 3.28% |
James Rukstalis ESG Planning DBA Harper Investing | 5,499 | $225,837.63 | $268,131.24 | $42,293.61 | 18.73% |
Michael Stulic Astoria Portfolio Advisors LLC | 11,404 | $354,575.93 | $553,036.98 | $198,461.05 | 55.97% |
| TL Tradewinds LLC Tradewinds LLC | 39,858 | $1.56M | $1.95M | $390,197.45 | 25.07% |
Joseph Wallace Wallace Advisory Group LLC | 5,591 | $229,510.01 | $274,378.32 | $44,868.31 | 19.55% |
Leonid Berline ARMSTRONG ADVISORY GROUP Inc. | 10,172 | $315,465.99 | $494,308.34 | $178,842.35 | 56.69% |
Lori Fernicola Castle Wealth Management LLC | 21,523 | $670,733.78 | $1.06M | $385,937.9 | 57.54% |
John Ritter Ritter Daniher Financial Advisory LLC / DE | 750 | $21,795 | $36,333.75 | $14,538.75 | 66.71% |
| BFG Bleakley Financial Group LLC Bleakley Financial Group LLC | 83,869 | $2.77M | $4.07M | $1.3M | 46.82% |
CJ Harrison DecisionPoint Financial LLC | 31 | $1,499 | $1,509.39 | $10.39 | 0.69% |
| JG John Ginter Callan Family Office LLC | 45,678 | $1.53M | $2.23M | $694,252.28 | 45.3% |
Linda M. Dagilus Greenfield Savings Bank | 14,441 | $486,597.77 | $706,959.15 | $220,361.38 | 45.29% |
Mark Mowrey Signature Resources Capital Management LLC | 521 | $18,764.49 | $25,362.28 | $6,597.79 | 35.16% |
Albert Moore First National Advisers LLC | 99,683 | $3.44M | $4.82M | $1.38M | 40.11% |
| FWA FSM Wealth Advisors LLC FSM Wealth Advisors LLC | 10,165 | $332,911.52 | $493,002.5 | $160,090.98 | 48.09% |