| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Amanda Hawley Atria Wealth Solutions Inc. | 212,827 | $14.3M | $20.91M | $6.61M | 46.19% |
Ryan Cahill Cahill Wealth Management LLC | 3,061 | $198,146.36 | $300,743.25 | $102,596.89 | 51.78% |
Eric Dahm Range Financial Group LLC | 4,625 | $290,962.02 | $454,406.25 | $163,444.23 | 56.17% |
Stephen Kenney Gray Private Wealth LLC | 6,477 | $498,685.83 | $636,365.25 | $137,679.42 | 27.61% |
Craig Johnsen Fortitude Advisory Group LLC | 9,965 | $915,175.75 | $979,061.25 | $63,885.5 | 6.98% |
Jeffrey Gilbert Balboa Wealth Partners | 8,366 | $685,805.36 | $845,635.3 | $159,829.94 | 23.31% |
Sean Murray Quantum Financial Advisors LLC | 3,286 | $286,900.66 | $322,849.5 | $35,948.84 | 12.53% |
Edward Lowndes Angeles Wealth Management LLC | 13,497 | $1.18M | $1.33M | $147,537.12 | 12.52% |
Angela Cox W Advisors LLC | 14,948 | $937,680.08 | $1.47M | $530,960.92 | 56.62% |
Kevin Zemann WealthPlan Investment Management LLC | 227,669 | $20.54M | $22.37M | $1.83M | 8.91% |
Vito Collacuro Sutton Place Investors LLC | 9,327 | $664,937 | $933,073.09 | $268,136.09 | 40.33% |
Michael Stulic Astoria Portfolio Advisors LLC | 18,026 | $1.74M | $1.77M | $30,103.42 | 1.73% |
David W. Chenet Presidio Capital Management LLC | 2,329 | $208,352.34 | $228,824.25 | $20,471.91 | 9.83% |
Mary Lecca ARGONAUTICA PRIVATE WEALTH MANAGEMENT Inc. | 29,713 | $2.16M | $2.92M | $759,355.54 | 35.16% |
Leonid Berline ARMSTRONG ADVISORY GROUP Inc. | 2,201 | $142,069.16 | $216,248.25 | $74,179.09 | 52.21% |
John DeMarco Trajan Wealth LLC | 174,236 | $12.94M | $17.6M | $4.66M | 36.03% |
Abraham Martinez Amara Financial LLC | 4,337 | $344,320.71 | $438,383.97 | $94,063.26 | 27.32% |
| DAL Drake & Associates LLC Drake & Associates LLC | 3,706 | $338,970.83 | $374,602.49 | $35,631.66 | 10.51% |
Nadine Hofstetter Northwest Bank & Trust Co. | 10,131 | $693,998.18 | $995,370.75 | $301,372.57 | 43.43% |
John Ritter Ritter Daniher Financial Advisory LLC / DE | 388,888 | $24.71M | $38.21M | $13.5M | 54.65% |