| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Daniel Ronan Catalyst Financial Partners LLC | 310,449 | $18.06M | $24.09M | $6.03M | 33.41% |
Amanda Hawley Atria Wealth Solutions Inc. | 380,836 | $19.8M | $29.56M | $9.76M | 49.29% |
Lincoln Bach Delap Wealth Advisory LLC | 61,948 | $3.34M | $4.81M | $1.46M | 43.81% |
| LV Leah Vaden Redwood Financial Network Corp. | 2,566 | $212,567.44 | $205,305.67 | -$7,261.77 | -3.42% |
Craig Johnsen Fortitude Advisory Group LLC | 6,471 | $451,033.43 | $502,214.31 | $51,180.88 | 11.35% |
Jeffrey Gilbert Balboa Wealth Partners | 7,499 | $562,181.26 | $599,995 | $37,813.74 | 6.73% |
Edward Lowndes Angeles Wealth Management LLC | 16,938 | $1.13M | $1.31M | $186,752.15 | 16.56% |
Angela Cox W Advisors LLC | 24,483 | $1.49M | $1.9M | $408,521.53 | 27.39% |
Kevin Zemann WealthPlan Investment Management LLC | 576,229 | $36.99M | $44.72M | $7.73M | 20.89% |
| WIM Warwick Investment Management Inc. Warwick Investment Management Inc. | 21,164 | $1.15M | $1.64M | $492,299.27 | 42.8% |
Michael Stulic Astoria Portfolio Advisors LLC | 192,821 | $12.87M | $14.96M | $2.1M | 16.29% |
David W. Chenet Presidio Capital Management LLC | 5,255 | $363,829.15 | $407,840.55 | $44,011.4 | 12.1% |
Mary Lecca ARGONAUTICA PRIVATE WEALTH MANAGEMENT Inc. | 8,451 | $449,795.62 | $655,882.11 | $206,086.49 | 45.82% |
Rosemarie Ranzie Stage Harbor Financial LLC | 4,915 | $263,823.53 | $393,249.16 | $129,425.63 | 49.06% |
Adam Schwallier Schwallier Wealth Management LLC | 6,585 | $403,536.65 | $511,061.85 | $107,525.2 | 26.65% |
Abraham Martinez Amara Financial LLC | 57,801 | $3.78M | $4.62M | $840,037.46 | 22.2% |
| DAL Drake & Associates LLC Drake & Associates LLC | 3,123 | $258,709.32 | $249,871.24 | -$8,838.08 | -3.42% |
Nadine Hofstetter Northwest Bank & Trust Co. | 3,995 | $199,076.99 | $310,051.95 | $110,974.96 | 55.74% |
Lori Fernicola Castle Wealth Management LLC | 4,824 | $345,814.56 | $374,390.64 | $28,576.08 | 8.26% |
| BFG Bleakley Financial Group LLC Bleakley Financial Group LLC | 1.42M | $94.68M | $113.45M | $18.77M | 19.82% |