| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| MSN Melissa S. Nehrt Powers Advisory Group LLC | 1,047 | $185,727.33 | $373,412.54 | $187,685.21 | 101.05% |
Daniel Ronan Catalyst Financial Partners LLC | 37,552 | $4.77M | $13.39M | $8.63M | 180.97% |
Amanda Hawley Atria Wealth Solutions Inc. | 89,025 | $8.77M | $31.75M | $22.98M | 262.04% |
| ECP Epacria Capital Partners LLC Epacria Capital Partners LLC | 5,727 | $508,157.04 | $1.97M | $1.46M | 287.17% |
| MS Mark Sheppard M & L Capital Management Ltd. | 36,980 | $12.11M | $13.19M | $1.08M | 8.94% |
Lincoln Bach Delap Wealth Advisory LLC | 2,286 | $717,411.18 | $815,301.88 | $97,890.7 | 13.64% |
| LV Leah Vaden Redwood Financial Network Corp. | 3,558 | $575,708.03 | $1.26M | $681,653.63 | 118.4% |
Matthew Heller Willner & Heller LLC | 1,812 | $345,886.82 | $646,249.78 | $300,362.96 | 86.84% |
Eric Dahm Range Financial Group LLC | 9,946 | $2.85M | $3.55M | $694,131.24 | 24.33% |
Stephen Kenney Gray Private Wealth LLC | 1,186 | $210,416.39 | $422,986.89 | $212,570.5 | 101.02% |
Craig Johnsen Fortitude Advisory Group LLC | 4,844 | $702,965.1 | $1.73M | $1.02M | 145.76% |
Jeffrey Gilbert Balboa Wealth Partners | 42,276 | $5.18M | $14.94M | $9.76M | 188.65% |
Gary M. Coon Finer Wealth Management Inc. | 5,706 | $870,536.59 | $2.04M | $1.16M | 133.77% |
Sean Murray Quantum Financial Advisors LLC | 10,922 | $1.48M | $3.9M | $2.42M | 163.19% |
Edward Lowndes Angeles Wealth Management LLC | 58,140 | $11.48M | $20.74M | $9.25M | 80.6% |
James M. Perkins Quantum Private Wealth LLC | 43,613 | $6.36M | $15.55M | $9.19M | 144.46% |
Angela Cox W Advisors LLC | 2,156 | $239,738.04 | $768,937.38 | $529,199.34 | 220.74% |
Kevin Zemann WealthPlan Investment Management LLC | 80,454 | $12.49M | $28.69M | $16.21M | 129.78% |
Vito Collacuro Sutton Place Investors LLC | 3,850 | $669,053.28 | $1.39M | $723,414.72 | 108.13% |
| WIM Warwick Investment Management Inc. Warwick Investment Management Inc. | 3,568 | $570,507.89 | $1.27M | $702,019.27 | 123.05% |