| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Mark Fiskio Empirical Asset Management LLC | 5,473 | $566,181.85 | $523,656.64 | -$42,525.21 | -7.51% |
Timothy Gerlach Novem Group | 10,322 | $537,427.02 | $1.08M | $540,499.44 | 100.57% |
Daniel Ronan Catalyst Financial Partners LLC | 5,760 | $428,908 | $601,516.8 | $172,608.8 | 40.24% |
Amanda Hawley Atria Wealth Solutions Inc. | 25,384 | $1.21M | $2.65M | $1.44M | 118.63% |
Jeffrey Gilbert Balboa Wealth Partners | 2,018 | $208,762.1 | $193,082.24 | -$15,679.86 | -7.51% |
Sean Murray Quantum Financial Advisors LLC | 6,493 | $515,284.48 | $678,063.99 | $162,779.51 | 31.59% |
Edward Lowndes Angeles Wealth Management LLC | 3,443 | $356,178.35 | $359,552.49 | $3,374.14 | 0.95% |
Kevin Zemann WealthPlan Investment Management LLC | 1,972 | $204,003.4 | $205,935.96 | $1,932.56 | 0.95% |
Vito Collacuro Sutton Place Investors LLC | 2,736 | $283,039.2 | $288,292.32 | $5,253.12 | 1.86% |
Joseph Wallace Wallace Advisory Group LLC | 4,765 | $305,754.65 | $497,608.95 | $191,854.3 | 62.75% |
Leonid Berline ARMSTRONG ADVISORY GROUP Inc. | 2,171 | $175,053.99 | $226,717.53 | $51,663.54 | 29.51% |
Abraham Martinez Amara Financial LLC | 2,295 | $144,309.53 | $219,585.6 | $75,276.07 | 52.16% |
| XV Xavier Volatier Transatlantique Private Wealth LLC | 6,991 | $499,042.6 | $730,070.13 | $231,027.53 | 46.29% |
Nadine Hofstetter Northwest Bank & Trust Co. | 15,630 | $1.08M | $1.63M | $548,076.81 | 50.55% |
John Ritter Ritter Daniher Financial Advisory LLC / DE | 73 | $5,755.58 | $7,623.39 | $1,867.81 | 32.45% |
William Cantus Pacific Sage Partners LLC | 1,951 | $201,831 | $205,576.87 | $3,745.87 | 1.86% |
| BFG Bleakley Financial Group LLC Bleakley Financial Group LLC | 101,852 | $9.39M | $10.73M | $1.35M | 14.33% |
CJ Harrison DecisionPoint Financial LLC | 55 | $3,827.24 | $5,795.35 | $1,968.11 | 51.42% |
| JG John Ginter Callan Family Office LLC | 155,304 | $10.51M | $16.22M | $5.71M | 54.3% |
Rodrigo Diaz Plan Group Financial LLC | 4,531 | $277,602.75 | $473,172.33 | $195,569.58 | 70.45% |