| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| MPR Maureen P. Ruggiero Mendel Capital Management LLC | 4,938 | $1.08M | $1.37M | $292,330.94 | 27.17% |
Jeremy Baltz Raleigh Capital Management Inc. | 1,999 | $428,666.99 | $553,842.94 | $125,175.95 | 29.2% |
| LWL Leo Wealth LLC Leo Wealth LLC | 1,355 | $404,629.49 | $375,416.3 | -$29,213.19 | -7.22% |
William Jollie Quent Capital LLC | 1,430 | $335,056.69 | $409,938.11 | $74,881.42 | 22.35% |
Dalila Toledo Ascent Group LLC | 4,694 | $1.4M | $1.3M | -$97,455.13 | -6.97% |
Robert Glass AlphaCentric Advisors LLC | 840 | $287,361.68 | $232,730.4 | -$54,631.28 | -19.01% |
Michael Byun SageView Advisory Group LLC | 5,107 | $1.2M | $1.46M | $263,700.55 | 21.98% |
Taro Kuriyama Axq Capita LLP | 13,989 | $4.07M | $3.99M | -$74,002.44 | -1.82% |
Jason Matthews Kfg Wealth Management LLC | 719 | $171,319.72 | $199,206.14 | $27,886.42 | 16.28% |
Kristen Williams Athena Investment Management | 2,352 | $584,401.44 | $671,025.58 | $86,624.14 | 14.82% |
Patricia A. Thompson Leeward Investments LLC - MA | 31,735 | $6.78M | $8.79M | $2.02M | 29.76% |
Timothy Gerlach Novem Group | 1,842 | $408,852.02 | $510,344.52 | $101,492.5 | 24.82% |
Daniel Ronan Catalyst Financial Partners LLC | 1,873 | $453,861.51 | $518,933.38 | $65,071.87 | 14.34% |
Amanda Hawley Atria Wealth Solutions Inc. | 9,086 | $1.83M | $2.52M | $687,295.67 | 37.56% |
Matthew Heller Willner & Heller LLC | 929 | $283,482.89 | $257,388.74 | -$26,094.15 | -9.2% |
James M. Perkins Quantum Private Wealth LLC | 999 | $254,502.71 | $276,782.94 | $22,280.23 | 8.75% |
Michael Stulic Astoria Portfolio Advisors LLC | 1,103 | $249,096.35 | $305,597.18 | $56,500.83 | 22.68% |
Mary Lecca ARGONAUTICA PRIVATE WEALTH MANAGEMENT Inc. | 8,955 | $1.66M | $2.48M | $824,592.51 | 49.78% |
Leonid Berline ARMSTRONG ADVISORY GROUP Inc. | 759 | $194,159.64 | $210,288.54 | $16,128.9 | 8.31% |
John Ritter Ritter Daniher Financial Advisory LLC / DE | 238 | $69,869.66 | $65,940.28 | -$3,929.38 | -5.62% |