| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Timothy Gerlach Novem Group | 3,193 | $200,812 | $223,062.98 | $22,250.98 | 11.08% |
Daniel Ronan Catalyst Financial Partners LLC | 8,747 | $386,638.54 | $611,677.71 | $225,039.17 | 58.2% |
Amanda Hawley Atria Wealth Solutions Inc. | 22,306 | $1.05M | $1.56M | $511,277.74 | 48.62% |
Sean Murray Quantum Financial Advisors LLC | 4,066 | $210,075.68 | $284,620 | $74,544.32 | 35.48% |
Edward Lowndes Angeles Wealth Management LLC | 7,291 | $428,564.98 | $508,036.88 | $79,471.9 | 18.54% |
James M. Perkins Quantum Private Wealth LLC | 13,976 | $572,642.17 | $1M | $427,759.91 | 74.7% |
Joseph Wallace Wallace Advisory Group LLC | 4,972 | $206,071.26 | $351,570.12 | $145,498.86 | 70.61% |
Leonid Berline ARMSTRONG ADVISORY GROUP Inc. | 2,131 | $111,064.71 | $147,273.41 | $36,208.7 | 32.6% |
Nadine Hofstetter Northwest Bank & Trust Co. | 11,433 | $458,348.84 | $808,770.42 | $350,421.58 | 76.45% |
John Ritter Ritter Daniher Financial Advisory LLC / DE | 105 | $4,118.1 | $7,311.15 | $3,193.05 | 77.54% |
| BFG Bleakley Financial Group LLC Bleakley Financial Group LLC | 97,973 | $4.2M | $6.78M | $2.58M | 61.37% |
CJ Harrison DecisionPoint Financial LLC | 27 | $1,297.87 | $1,891.62 | $593.75 | 45.75% |
| JG John Ginter Callan Family Office LLC | 41,879 | $1.98M | $2.91M | $937,628.21 | 47.44% |
Amna Ali Khan GDS Wealth Management | 7,976 | $396,407.7 | $562,228.24 | $165,820.54 | 41.83% |
Mark Mowrey Signature Resources Capital Management LLC | 681 | $31,338.51 | $47,356.74 | $16,018.23 | 51.11% |
| FWA FSM Wealth Advisors LLC FSM Wealth Advisors LLC | 4,978 | $313,066.42 | $349,156.92 | $36,090.5 | 11.53% |
Anita Woodhouse V-Square Quantitative Management LLC | 4,800 | $243,792.29 | $336,287.99 | $92,495.7 | 37.94% |
Hajime Yamamoto Resona Asset Management Co. Ltd. | 401,112 | $18.48M | $27.8M | $9.32M | 50.42% |
Rachel Faulk Cape Investment Advisory Inc. | 798 | $50,641 | $55,907.88 | $5,266.88 | 10.4% |
| DT Desaree Tatum Heritage Wealth Management Inc. | 29,185 | $1.41M | $2.05M | $638,380.53 | 45.24% |