| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Daniel Ronan Catalyst Financial Partners LLC | 27,870 | $1.82M | $2.28M | $454,603.38 | 24.93% |
Amanda Hawley Atria Wealth Solutions Inc. | 116,730 | $6.84M | $9.59M | $2.74M | 40.05% |
| LV Leah Vaden Redwood Financial Network Corp. | 3,243 | $201,137.29 | $265,050.39 | $63,913.1 | 31.78% |
Matthew Heller Willner & Heller LLC | 4,043 | $258,835.06 | $330,434.39 | $71,599.33 | 27.66% |
Craig Johnsen Fortitude Advisory Group LLC | 5,125 | $303,516.34 | $420,813.75 | $117,297.41 | 38.65% |
Jeffrey Gilbert Balboa Wealth Partners | 7,637 | $486,058.91 | $627,150.44 | $141,091.53 | 29.03% |
| GMC Gary M. Coon Finer Wealth Management Inc. | 27,638 | $1.73M | $2.26M | $530,898.23 | 30.72% |
| SM Sean Murray Quantum Financial Advisors LLC | 9,743 | $637,641.04 | $799,997.73 | $162,356.69 | 25.46% |
| EL Edward Lowndes Angeles Wealth Management LLC | 19,251 | $1.25M | $1.58M | $326,867.71 | 26.07% |
Angela Cox W Advisors LLC | 21,874 | $1.3M | $1.8M | $495,318.05 | 38.08% |
Kevin Zemann WealthPlan Investment Management LLC | 94,425 | $6.81M | $7.75M | $940,621.41 | 13.81% |
| VC Vito Collacuro Sutton Place Investors LLC | 2,992 | $209,711.04 | $245,673.12 | $35,962.08 | 17.15% |
| WIM Warwick Investment Management Inc. Warwick Investment Management Inc. | 4,976 | $329,029.52 | $408,579.36 | $79,549.84 | 24.18% |
Benjamin Cauley Carr Financial Group Corp. | 4,386 | $288,422.95 | $360,134.46 | $71,711.51 | 24.86% |
| MS Michael Stulic Astoria Portfolio Advisors LLC | 5,900 | $380,709.44 | $484,449 | $103,739.56 | 27.25% |
| TL Tradewinds LLC Tradewinds LLC | 17,174 | $1.15M | $1.41M | $265,035.25 | 23.14% |
Joseph Wallace Wallace Advisory Group LLC | 2,976 | $187,511.26 | $244,359.36 | $56,848.1 | 30.32% |
Leonid Berline ARMSTRONG ADVISORY GROUP Inc. | 41,312 | $2.73M | $3.39M | $660,284.26 | 24.17% |
| NB Nolan Baker Retirement Guys Formula LLC | 21,072 | $1.45M | $1.73M | $282,000.18 | 19.47% |
John DeMarco Trajan Wealth LLC | 81,843 | $5.78M | $6.72M | $940,042.93 | 16.26% |