| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Brian Levy West Wealth Group LLC | 86,072 | $10.15M | $10.73M | $576,497.29 | 5.68% |
Candice Gilman Sofi Wealth LLC | 398,975 | $41.76M | $50.35M | $8.59M | 20.56% |
Michael Topley Lansing Street Advisors | 44,305 | $5.05M | $5.38M | $334,394.22 | 6.63% |
Timothy Low Forte Asset Management LLC | 51,761 | $5.03M | $6.29M | $1.26M | 24.96% |
Amanda Hawley Atria Wealth Solutions Inc. | 88,420 | $8.68M | $10.74M | $2.06M | 23.73% |
Edward Lowndes Angeles Wealth Management LLC | 972 | $93,574.44 | $118,029.96 | $24,455.52 | 26.13% |
Angela Cox W Advisors LLC | 32,280 | $2.94M | $3.92M | $983,119.74 | 33.48% |
Kevin Zemann WealthPlan Investment Management LLC | 14,490 | $1.62M | $1.76M | $136,640.7 | 8.42% |
Vito Collacuro Sutton Place Investors LLC | 2,568 | $248,659.44 | $320,011.32 | $71,351.88 | 28.69% |
Leonid Berline ARMSTRONG ADVISORY GROUP Inc. | 1,967 | $164,756 | $238,852.81 | $74,096.81 | 44.97% |
Rosemarie Ranzie Stage Harbor Financial LLC | 12,077 | $1.37M | $1.52M | $156,356.17 | 11.43% |
John Ritter Ritter Daniher Financial Advisory LLC / DE | 11,562 | $973,877.08 | $1.4M | $430,096.58 | 44.16% |
CJ Harrison DecisionPoint Financial LLC | 27 | $3,315 | $3,364.6 | $49.6 | 1.5% |
| JG John Ginter Callan Family Office LLC | 54,617 | $5.19M | $6.88M | $1.69M | 32.57% |
Mark Mowrey Signature Resources Capital Management LLC | 98 | $11,720.17 | $11,900.14 | $179.97 | 1.54% |
Rachel Faulk Cape Investment Advisory Inc. | 4,295 | $478,617.95 | $535,221.42 | $56,603.47 | 11.83% |
| FIL FWG Investments LLC FWG Investments LLC | 14,601 | $1.48M | $1.77M | $291,807.18 | 19.7% |
| CGL Chester Gary Lloyd Coston, McIsaac & Partners | 480 | $40,204.8 | $60,883.2 | $20,678.4 | 51.43% |
Vyoma Patel Strata Wealth Advisors LLC | 15,420 | $1.37M | $1.92M | $552,253.77 | 40.33% |
Mariana Coli Dunhill Financial LLC | 333 | $37,484.79 | $42,024.6 | $4,539.81 | 12.11% |