| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Brian Levy West Wealth Group LLC | 973 | $254,333.91 | $364,437.15 | $110,103.24 | 43.29% |
David K. Balsdon Harvest Portfolios Group Inc. | 13,097 | $2.92M | $4.78M | $1.87M | 63.88% |
| BPN Brent P. Nicks Strategic Planning Inc. | 4,175 | $847,263.13 | $1.5M | $656,029.15 | 77.43% |
| FFG Fiduciary Financial Group LLC Fiduciary Financial Group LLC | 704 | $263,028 | $223,428.48 | -$39,599.52 | -15.06% |
Michael Topley Lansing Street Advisors | 1,074 | $248,797.68 | $386,715.19 | $137,917.51 | 55.43% |
Mark Fiskio Empirical Asset Management LLC | 4,191 | $1.27M | $1.55M | $277,953.26 | 21.84% |
Timothy Gerlach Novem Group | 7,049 | $1.95M | $2.54M | $591,834.73 | 30.41% |
Jim Clark Worth Asset Management LLC | 2,407 | $694,991.34 | $866,688.51 | $171,697.17 | 24.7% |
Daniel Ronan Catalyst Financial Partners LLC | 7,365 | $925,610.76 | $2.65M | $1.73M | 186.5% |
Amanda Hawley Atria Wealth Solutions Inc. | 35,808 | $2.27M | $12.89M | $10.62M | 467.65% |
Craig Johnsen Fortitude Advisory Group LLC | 2,055 | $162,622.96 | $650,859.6 | $488,236.64 | 300.23% |
Jeffrey Gilbert Balboa Wealth Partners | 1,630 | $415,896.91 | $516,253.6 | $100,356.69 | 24.13% |
Sean Murray Quantum Financial Advisors LLC | 1,520 | $313,892.81 | $482,691.2 | $168,798.39 | 53.78% |
Edward Lowndes Angeles Wealth Management LLC | 13,096 | $3.33M | $4.16M | $830,736.53 | 24.96% |
James M. Perkins Quantum Private Wealth LLC | 574 | $214,521.03 | $182,290.92 | -$32,230.11 | -15.02% |
Angela Cox W Advisors LLC | 1,518 | $158,663.04 | $482,086.44 | $323,423.4 | 203.84% |
Bradley J. Lineberger Seaside Wealth Management Inc. | 546 | $204,056.59 | $173,398.68 | -$30,657.91 | -15.02% |
Kevin Zemann WealthPlan Investment Management LLC | 9,246 | $2.74M | $2.94M | $193,153.49 | 7.04% |
Vito Collacuro Sutton Place Investors LLC | 1,860 | $332,051.4 | $590,698.8 | $258,647.4 | 77.89% |
| WIM Warwick Investment Management Inc. Warwick Investment Management Inc. | 1,661 | $439,185.19 | $527,151.57 | $87,966.38 | 20.03% |