| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Missy Straw Nilsine Partners LLC | 97,225 | $19.93M | $23.83M | $3.89M | 19.53% |
Daniel Bennett APS Management Group Inc. | 2,778 | $507,800.64 | $680,776.67 | $172,976.03 | 34.06% |
Nichole Raftopoulos Nvest Financial LLC | 1,488 | $368,860.32 | $364,649.28 | -$4,211.04 | -1.14% |
| CMD Chris M. Denholm Objective Capital Management LLC | 815 | $202,030.35 | $199,723.9 | -$2,306.45 | -1.14% |
Timothy Gerlach Novem Group | 1,111 | $224,664.38 | $272,261.66 | $47,597.28 | 21.19% |
Amanda Hawley Atria Wealth Solutions Inc. | 2,802 | $481,747.83 | $686,658.11 | $204,910.28 | 42.53% |
James M. Perkins Quantum Private Wealth LLC | 2,456 | $391,482.78 | $601,867.36 | $210,384.58 | 53.74% |
John Ritter Ritter Daniher Financial Advisory LLC / DE | 125 | $25,815 | $30,632.5 | $4,817.5 | 18.66% |
Mark Mowrey Signature Resources Capital Management LLC | 26 | $6,445 | $6,371.56 | -$73.44 | -1.14% |
Mariana Coli Dunhill Financial LLC | 7 | $1,106.78 | $1,789.97 | $683.19 | 61.73% |
| SMK Solomon M. Kilgroe Cyndeo Wealth Partners LLC | 8,458 | $1.74M | $2.07M | $328,947.13 | 18.86% |
Loni Adams Daymark Wealth Partners LLC | 31,616 | $6.19M | $7.75M | $1.56M | 25.23% |
Belena Vincetti Fortis Capital Advisors LLC | 1,826 | $389,436.18 | $447,479.56 | $58,043.38 | 14.9% |
Stephen Smith Kestra Investment Management LLC | 1,121 | $277,885 | $279,129 | $1,244 | 0.45% |
Darren Tapley New England Capital Financial Advisors LLC | 97 | $15,663.67 | $23,770.82 | $8,107.15 | 51.76% |
Steven Trigili Garden State Investment Advisory Services LLC | 3,721 | $801,899.39 | $962,436.65 | $160,537.26 | 20.02% |
Jill Batley Gateway Wealth Partners LLC | 19,654 | $3.73M | $4.82M | $1.08M | 29.01% |
David Kronour Kapstone Financial Advisors LLC | 834 | $206,740 | $213,262.14 | $6,522.14 | 3.15% |
Vincent Incerto LaSalle St. Investment Advisors LLC | 1,133 | $234,111.27 | $293,050.45 | $58,939.18 | 25.18% |
Andy Warning Resolute Wealth Strategies LLC | 889 | $220,323 | $230,206.56 | $9,883.56 | 4.49% |