| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Daniel Ronan Catalyst Financial Partners LLC | 8,664 | $249,347.48 | $288,944.4 | $39,596.92 | 15.88% |
Amanda Hawley Atria Wealth Solutions Inc. | 52,785 | $1.11M | $1.73M | $624,921.92 | 56.43% |
Lincoln Bach Delap Wealth Advisory LLC | 6,436 | $215,710.3 | $211,712.22 | -$3,998.08 | -1.85% |
Craig Johnsen Fortitude Advisory Group LLC | 9,923 | $224,087.46 | $331,725.89 | $107,638.43 | 48.03% |
Jeffrey Gilbert Balboa Wealth Partners | 12,123 | $336,000.85 | $404,302.05 | $68,301.2 | 20.33% |
Edward Lowndes Angeles Wealth Management LLC | 18,910 | $522,175.04 | $630,648.5 | $108,473.46 | 20.77% |
Angela Cox W Advisors LLC | 8,357 | $229,476.99 | $278,705.95 | $49,228.96 | 21.45% |
Mary Lecca ARGONAUTICA PRIVATE WEALTH MANAGEMENT Inc. | 84,407 | $1.53M | $2.82M | $1.29M | 84.12% |
Leonid Berline ARMSTRONG ADVISORY GROUP Inc. | 15,818 | $285,815.81 | $520,965.83 | $235,150.02 | 82.27% |
| BFG Bleakley Financial Group LLC Bleakley Financial Group LLC | 51,340 | $1.24M | $1.68M | $447,283.82 | 36.17% |
CJ Harrison DecisionPoint Financial LLC | 734 | $20,866.13 | $24,089.88 | $3,223.75 | 15.45% |
| JG John Ginter Callan Family Office LLC | 35,322 | $1.02M | $1.16M | $144,948.54 | 14.25% |
| DCM Douglas C. McCoy Montchanin Asset Management LLC | 174,425 | $2.96M | $5.73M | $2.77M | 93.85% |
Mark Mowrey Signature Resources Capital Management LLC | 63 | $2,116.12 | $2,055.06 | -$61.06 | -2.89% |
Anita Woodhouse V-Square Quantitative Management LLC | 13,364 | $300,718.31 | $435,599.58 | $134,881.27 | 44.85% |
Hajime Yamamoto Resona Asset Management Co. Ltd. | 537,963 | $10.81M | $17.65M | $6.84M | 63.23% |
Rachel Faulk Cape Investment Advisory Inc. | 128 | $3,998.12 | $4,200.96 | $202.84 | 5.07% |
| CGL Chester Gary Lloyd Coston, McIsaac & Partners | 134 | $3,793.54 | $4,390.51 | $596.97 | 15.74% |
Mariana Coli Dunhill Financial LLC | 1,229 | $33,870.17 | $40,335.78 | $6,465.61 | 19.09% |
| LWM Lodestone Wealth Management LLC Lodestone Wealth Management LLC | 1,208 | $33,200.52 | $39,628.44 | $6,427.92 | 19.36% |