| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Amanda Hawley Atria Wealth Solutions Inc. | 65,847 | $12.24M | $18.11M | $5.87M | 47.99% |
| LV Leah Vaden Redwood Financial Network Corp. | 1,076 | $323,284.21 | $294,555 | -$28,729.21 | -8.89% |
Stephen Kenney Gray Private Wealth LLC | 44,256 | $9.65M | $12.09M | $2.45M | 25.37% |
Jeffrey Gilbert Balboa Wealth Partners | 4,763 | $1.18M | $1.29M | $111,311.31 | 9.42% |
Edward Lowndes Angeles Wealth Management LLC | 8,846 | $2.09M | $2.4M | $307,918.59 | 14.71% |
| JMJ James Mark Joseph SENTINEL WEALTH MANAGEMENT Inc. | 3,283 | $708,438.57 | $899,180.87 | $190,742.3 | 26.92% |
Angela Cox W Advisors LLC | 1,156 | $284,205.74 | $317,322 | $33,116.26 | 11.65% |
Kevin Zemann WealthPlan Investment Management LLC | 3,874 | $772,824.26 | $1.07M | $292,835.61 | 37.89% |
David W. Chenet Presidio Capital Management LLC | 3,978 | $927,094.8 | $1.09M | $160,689.3 | 17.33% |
| TL Tradewinds LLC Tradewinds LLC | 2,700 | $721,914.99 | $737,559 | $15,644.01 | 2.17% |
Joseph Wallace Wallace Advisory Group LLC | 1,266 | $231,563.76 | $348,137.34 | $116,573.58 | 50.34% |
Leonid Berline ARMSTRONG ADVISORY GROUP Inc. | 1,569 | $327,462.07 | $429,325.47 | $101,863.4 | 31.11% |
Brad Saenz Coastwise Capital Group LLC | 3,057 | $637,134.22 | $841,072.41 | $203,938.19 | 32.01% |
Tom Deck Bricktown Capital LLC | 7,612 | $1.74M | $2.09M | $347,291.13 | 19.97% |
Rosemarie Ranzie Stage Harbor Financial LLC | 3,889 | $801,275.97 | $1.06M | $261,315.5 | 32.61% |
Nadine Hofstetter Northwest Bank & Trust Co. | 250 | $46,817 | $68,410 | $21,593 | 46.12% |
| RV Ryan Vliek PPS&V ASSET MANAGEMENT CONSULTANTS Inc. | 1,100 | $191,796 | $301,048 | $109,252 | 56.96% |
| MK Malinda Khauv Cercano Management LLC | 18,137 | $4.01M | $5M | $990,733.48 | 24.73% |
Lori Fernicola Castle Wealth Management LLC | 1,397 | $263,270.79 | $384,817.62 | $121,546.83 | 46.17% |
John Ritter Ritter Daniher Financial Advisory LLC / DE | 2,817 | $497,964.94 | $764,449.29 | $266,484.35 | 53.51% |