| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Amanda Hawley Atria Wealth Solutions Inc. | 19,743 | $1.79M | $2.75M | $969,253.17 | 54.28% |
Craig Johnsen Fortitude Advisory Group LLC | 4,069 | $393,325.21 | $555,723.67 | $162,398.46 | 41.29% |
Jeffrey Gilbert Balboa Wealth Partners | 2,405 | $248,047.74 | $328,462.87 | $80,415.13 | 32.42% |
| SM Sean Murray Quantum Financial Advisors LLC | 3,676 | $487,832.82 | $502,049.7 | $14,216.88 | 2.91% |
| EL Edward Lowndes Angeles Wealth Management LLC | 3,436 | $439,075.12 | $469,271.7 | $30,196.58 | 6.88% |
| JMP James M. Perkins Quantum Private Wealth LLC | 1,881 | $229,296.9 | $256,897.57 | $27,600.67 | 12.04% |
Kevin Zemann WealthPlan Investment Management LLC | 37,504 | $4.75M | $5.12M | $375,045.41 | 7.9% |
Mary Lecca ARGONAUTICA PRIVATE WEALTH MANAGEMENT Inc. | 2,658 | $297,545.98 | $363,016.35 | $65,470.37 | 22% |
| TL Tradewinds LLC Tradewinds LLC | 6,733 | $883,937.6 | $919,559.47 | $35,621.87 | 4.03% |
Leonid Berline ARMSTRONG ADVISORY GROUP Inc. | 608 | $59,523.36 | $84,840.31 | $25,316.95 | 42.53% |
| BFG Bleakley Financial Group LLC Bleakley Financial Group LLC | 31,090 | $3.33M | $4.34M | $1.01M | 30.32% |
CJ Harrison DecisionPoint Financial LLC | 6 | $814 | $819.45 | $5.45 | 0.67% |
| JG John Ginter Callan Family Office LLC | 24,021 | $3.16M | $3.35M | $190,813.4 | 6.04% |
| RD Rodrigo Diaz Plan Group Financial LLC | 4,010 | $475,566.01 | $559,555.36 | $83,989.35 | 17.66% |
Linda M. Dagilus Greenfield Savings Bank | 5,938 | $481,100.33 | $828,588.46 | $347,488.13 | 72.23% |
| TIM Tevis Investment Management Tevis Investment Management | 10,518 | $1.38M | $1.47M | $82,768.07 | 5.98% |
Amna Ali Khan GDS Wealth Management | 4,030 | $377,800.64 | $562,346.16 | $184,545.52 | 48.85% |
Mark Mowrey Signature Resources Capital Management LLC | 160 | $22,493.52 | $22,326.4 | -$167.12 | -0.74% |
Daniel McEnroe Azimuth Capital Investment Management LLC | 65,427 | $5.2M | $9.13M | $3.93M | 75.42% |
| FWA FSM Wealth Advisors LLC FSM Wealth Advisors LLC | 2,179 | $249,360.87 | $304,057.64 | $54,696.77 | 21.93% |