| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Timothy Gerlach Novem Group | 972 | $524,877.27 | $962,561.86 | $437,684.59 | 83.39% |
Jim Clark Worth Asset Management LLC | 882 | $769,897.8 | $873,435.76 | $103,537.96 | 13.45% |
Daniel Ronan Catalyst Financial Partners LLC | 2,399 | $1.03M | $2.38M | $1.35M | 131.21% |
Amanda Hawley Atria Wealth Solutions Inc. | 5,226 | $1.28M | $5.18M | $3.9M | 304.33% |
Matthew Heller Willner & Heller LLC | 343 | $317,220.34 | $339,669.46 | $22,449.12 | 7.08% |
Eric Dahm Range Financial Group LLC | 662 | $777,757.31 | $655,571.97 | -$122,185.34 | -15.71% |
Craig Johnsen Fortitude Advisory Group LLC | 1,327 | $618,594.23 | $1.31M | $695,520.57 | 112.44% |
Jeffrey Gilbert Balboa Wealth Partners | 530 | $531,181.92 | $524,763.6 | -$6,418.32 | -1.21% |
Sean Murray Quantum Financial Advisors LLC | 302 | $263,615.8 | $299,067.57 | $35,451.77 | 13.45% |
Edward Lowndes Angeles Wealth Management LLC | 3,573 | $2.12M | $3.54M | $1.42M | 67.09% |
Angela Cox W Advisors LLC | 375 | $230,587.5 | $371,358.74 | $140,771.24 | 61.05% |
Kevin Zemann WealthPlan Investment Management LLC | 5,531 | $3.32M | $5.48M | $2.16M | 65.07% |
Vito Collacuro Sutton Place Investors LLC | 530 | $282,440.22 | $530,159 | $247,718.78 | 87.71% |
| WIM Warwick Investment Management Inc. Warwick Investment Management Inc. | 386 | $214,321.81 | $382,251.93 | $167,930.12 | 78.35% |
Benjamin Cauley Carr Financial Group Corp. | 247 | $219,842.75 | $247,074.1 | $27,231.35 | 12.39% |
Michael Stulic Astoria Portfolio Advisors LLC | 394 | $279,227.96 | $390,174.25 | $110,946.29 | 39.73% |
Mary Lecca ARGONAUTICA PRIVATE WEALTH MANAGEMENT Inc. | 1,387 | $1.07M | $1.37M | $301,813.6 | 28.16% |
Joseph Wallace Wallace Advisory Group LLC | 301 | $262,743 | $298,077.28 | $35,334.28 | 13.45% |
Leonid Berline ARMSTRONG ADVISORY GROUP Inc. | 1,159 | $408,201.24 | $1.15M | $739,544.85 | 181.17% |
Nolan Baker Retirement Guys Formula LLC | 2,407 | $1.52M | $2.38M | $862,534.81 | 56.7% |