| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Brian Levy West Wealth Group LLC | 8,160 | $509,592 | $577,156.8 | $67,564.8 | 13.26% |
Mark Astrinos Libra Wealth LLC | 276,118 | $13.06M | $19.53M | $6.47M | 49.58% |
| FFG Fiduciary Financial Group LLC Fiduciary Financial Group LLC | 225,571 | $12.22M | $15.95M | $3.73M | 30.56% |
Scott Williams Investmark Advisory Group LLC | 37,054 | $1.64M | $2.66M | $1.03M | 62.71% |
Michael Topley Lansing Street Advisors | 6,026 | $421,217.4 | $426,218.98 | $5,001.58 | 1.19% |
Amanda Hawley Atria Wealth Solutions Inc. | 10,124 | $487,833.7 | $716,070.52 | $228,236.82 | 46.79% |
Lincoln Bach Delap Wealth Advisory LLC | 42,592 | $2.22M | $3.01M | $797,331.12 | 35.99% |
Matthew Heller Willner & Heller LLC | 18,910 | $1.04M | $1.34M | $301,157.33 | 29.06% |
Jeffrey Gilbert Balboa Wealth Partners | 21,006 | $1.12M | $1.51M | $392,335.48 | 35.08% |
Sean Murray Quantum Financial Advisors LLC | 251,645 | $10.21M | $17.8M | $7.58M | 74.24% |
Edward Lowndes Angeles Wealth Management LLC | 7,938 | $508,475.64 | $561,454.74 | $52,979.1 | 10.42% |
| WIM Warwick Investment Management Inc. Warwick Investment Management Inc. | 16,281 | $760,708.7 | $1.15M | $390,846.43 | 51.38% |
Rosemarie Ranzie Stage Harbor Financial LLC | 6,263 | $347,990.07 | $450,434.96 | $102,444.89 | 29.44% |
Lori Fernicola Castle Wealth Management LLC | 3,022 | $211,237.8 | $213,746.06 | $2,508.26 | 1.19% |
John Ritter Ritter Daniher Financial Advisory LLC / DE | 832 | $33,463.04 | $58,847.36 | $25,384.32 | 75.86% |
Janelle Anderson Grand Wealth Management LLC | 17,402 | $763,990.51 | $1.25M | $486,691.23 | 63.7% |
| RWM Ruedi Wealth Management Inc. Ruedi Wealth Management Inc. | 212,725 | $9.95M | $15.05M | $5.1M | 51.27% |
Amna Ali Khan GDS Wealth Management | 3,881 | $201,307.47 | $279,975.34 | $78,667.87 | 39.08% |
Mark Mowrey Signature Resources Capital Management LLC | 520 | $27,308.75 | $36,779.6 | $9,470.85 | 34.68% |
| GPB Greg P. Benner Vertex Planning Partners LLC | 6,250 | $339,952.35 | $454,500 | $114,547.65 | 33.7% |