| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Brian Levy West Wealth Group LLC | 1,064 | $277,756.4 | $362,962.32 | $85,205.92 | 30.68% |
David K. Balsdon Harvest Portfolios Group Inc. | 13,652 | $3.01M | $4.66M | $1.65M | 54.83% |
| BPN Brent P. Nicks Strategic Planning Inc. | 4,175 | $847,263.13 | $1.42M | $576,954.62 | 68.1% |
| FFG Fiduciary Financial Group LLC Fiduciary Financial Group LLC | 704 | $263,028 | $240,155.52 | -$22,872.48 | -8.7% |
Michael Topley Lansing Street Advisors | 1,074 | $248,797.68 | $379,906.03 | $131,108.35 | 52.7% |
Mark Fiskio Empirical Asset Management LLC | 4,025 | $1.21M | $1.37M | $162,161.19 | 13.39% |
Timothy Gerlach Novem Group | 3,497 | $618,812.19 | $1.19M | $574,713.88 | 92.87% |
Jim Clark Worth Asset Management LLC | 2,407 | $694,991.34 | $821,099.91 | $126,108.57 | 18.15% |
Daniel Ronan Catalyst Financial Partners LLC | 7,365 | $925,610.76 | $2.61M | $1.69M | 182.5% |
Amanda Hawley Atria Wealth Solutions Inc. | 35,808 | $2.27M | $12.22M | $9.95M | 438.06% |
Craig Johnsen Fortitude Advisory Group LLC | 2,055 | $162,622.96 | $700,138.5 | $537,515.54 | 330.53% |
Jeffrey Gilbert Balboa Wealth Partners | 1,690 | $425,435.11 | $576,796.98 | $151,361.87 | 35.58% |
Sean Murray Quantum Financial Advisors LLC | 1,520 | $313,892.81 | $518,753.2 | $204,860.39 | 65.26% |
Edward Lowndes Angeles Wealth Management LLC | 13,209 | $3.34M | $4.8M | $1.46M | 43.81% |
James M. Perkins Quantum Private Wealth LLC | 574 | $214,521.03 | $201,261.62 | -$13,259.41 | -6.18% |
Angela Cox W Advisors LLC | 1,539 | $160,802.09 | $525,237.61 | $364,435.52 | 226.64% |
Kevin Zemann WealthPlan Investment Management LLC | 9,246 | $2.74M | $3.36M | $618,561.95 | 22.55% |
Vito Collacuro Sutton Place Investors LLC | 1,871 | $333,800.07 | $638,544.23 | $304,744.16 | 91.3% |
| WIM Warwick Investment Management Inc. Warwick Investment Management Inc. | 1,561 | $401,812.19 | $532,745.88 | $130,933.69 | 32.59% |
Benjamin Cauley Carr Financial Group Corp. | 1,123 | $289,171.04 | $383,263.05 | $94,092.01 | 32.54% |