| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jaimie Palmer Beacon Capital Management LLC | 54,222 | $12.08M | $12.84M | $760,043.95 | 6.29% |
Adam Grossman Mayport LLC | 4,121 | $870,324.16 | $976,718.21 | $106,394.05 | 12.22% |
Bryan Kupchik Capstone Wealth Management Group LLC | 26,449 | $5.77M | $6.23M | $452,477.93 | 7.84% |
Brian Levy West Wealth Group LLC | 259,301 | $50.34M | $61.32M | $10.98M | 21.82% |
| MFA Millington Financial Advisors LLC Millington Financial Advisors LLC | 3,329 | $585,885.48 | $789,139.45 | $203,253.97 | 34.69% |
Candice Gilman Sofi Wealth LLC | 1.04M | $200.83M | $244.38M | $43.55M | 21.69% |
Christopher M. Marks Sterling Investment Counsel LLC | 9,740 | $1.94M | $2.31M | $362,913.32 | 18.68% |
Michael Topley Lansing Street Advisors | 66,848 | $12.86M | $15.83M | $2.96M | 23.02% |
Mark Fiskio Empirical Asset Management LLC | 8,287 | $1.53M | $1.95M | $421,933.71 | 27.59% |
Timothy Gerlach Novem Group | 1,329 | $280,647.69 | $312,913.05 | $32,265.36 | 11.5% |
Timothy Low Forte Asset Management LLC | 28,542 | $5.54M | $6.73M | $1.19M | 21.46% |
Daniel Ronan Catalyst Financial Partners LLC | 3,658 | $598,456.16 | $861,751.64 | $263,295.48 | 44% |
Amanda Hawley Atria Wealth Solutions Inc. | 131,284 | $24.74M | $30.94M | $6.2M | 25.05% |
Stephen Kenney Gray Private Wealth LLC | 16,285 | $3.04M | $3.84M | $793,832.55 | 26.09% |
Jeffrey Gilbert Balboa Wealth Partners | 1,190 | $229,989.9 | $279,876.1 | $49,886.2 | 21.69% |
Edward Lowndes Angeles Wealth Management LLC | 3,691 | $805,097.37 | $869,009.04 | $63,911.67 | 7.94% |
Angela Cox W Advisors LLC | 26,920 | $4.6M | $6.37M | $1.77M | 38.5% |
Kevin Zemann WealthPlan Investment Management LLC | 108,660 | $21.65M | $25.61M | $3.96M | 18.28% |
Vito Collacuro Sutton Place Investors LLC | 11,843 | $2.33M | $2.8M | $478,314.18 | 20.57% |
David W. Chenet Presidio Capital Management LLC | 1,220 | $261,850.97 | $287,102.6 | $25,251.63 | 9.64% |