| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jim Clark Worth Asset Management LLC | 1,783 | $851,332.41 | $1.34M | $486,488.17 | 57.14% |
| MSN Melissa S. Nehrt Powers Advisory Group LLC | 2,349 | $1.43M | $1.76M | $336,548.33 | 23.6% |
Daniel Ronan Catalyst Financial Partners LLC | 194,787 | $95.13M | $146.15M | $51.03M | 53.64% |
Amanda Hawley Atria Wealth Solutions Inc. | 196,325 | $83.49M | $147.31M | $63.82M | 76.43% |
Lincoln Bach Delap Wealth Advisory LLC | 3,079 | $1.73M | $2.31M | $584,544.26 | 33.87% |
| LV Leah Vaden Redwood Financial Network Corp. | 1,771 | $997,852.58 | $1.38M | $377,842.47 | 37.87% |
Matthew Heller Willner & Heller LLC | 878 | $403,617.3 | $658,780.97 | $255,163.67 | 63.22% |
Ryan Cahill Cahill Wealth Management LLC | 125,192 | $56.84M | $93.93M | $37.1M | 65.27% |
Eric Dahm Range Financial Group LLC | 2,267 | $1.03M | $1.7M | $667,982.57 | 64.66% |
Stephen Kenney Gray Private Wealth LLC | 139,376 | $74.85M | $104.58M | $29.72M | 39.71% |
Craig Johnsen Fortitude Advisory Group LLC | 2,323 | $1.07M | $1.74M | $674,013.77 | 63.05% |
Jeffrey Gilbert Balboa Wealth Partners | 1,997 | $962,593.22 | $1.55M | $588,656.37 | 61.15% |
Gary M. Coon Finer Wealth Management Inc. | 679 | $313,260.48 | $509,467.29 | $196,206.81 | 62.63% |
Sean Murray Quantum Financial Advisors LLC | 846 | $387,498.81 | $634,770.73 | $247,271.92 | 63.81% |
Edward Lowndes Angeles Wealth Management LLC | 3,510 | $1.68M | $2.63M | $949,017.92 | 56.33% |
| JMJ James Mark Joseph SENTINEL WEALTH MANAGEMENT Inc. | 768 | $476,851.2 | $596,574.7 | $119,723.5 | 25.11% |
Angela Cox W Advisors LLC | 14,997 | $7.86M | $11.25M | $3.39M | 43.21% |
Bradley J. Lineberger Seaside Wealth Management Inc. | 1,005 | $409,728.15 | $777,226.8 | $367,498.65 | 89.69% |
Kevin Zemann WealthPlan Investment Management LLC | 149,301 | $100.21M | $112.02M | $11.81M | 11.78% |
Vito Collacuro Sutton Place Investors LLC | 632 | $290,228.91 | $487,986.16 | $197,757.25 | 68.14% |