| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Christopher Warner WARNER FINANCIAL Inc. | 3,213 | $1.08M | $1.49M | $410,906.52 | 37.97% |
Jim Clark Worth Asset Management LLC | 7,532 | $3.23M | $3.5M | $272,790.45 | 8.45% |
| MSN Melissa S. Nehrt Powers Advisory Group LLC | 14,098 | $4.78M | $6.55M | $1.77M | 36.95% |
Daniel Ronan Catalyst Financial Partners LLC | 53,233 | $18.02M | $24.74M | $6.72M | 37.3% |
Amanda Hawley Atria Wealth Solutions Inc. | 139,747 | $47.83M | $64.94M | $17.11M | 35.77% |
Lincoln Bach Delap Wealth Advisory LLC | 8,551 | $3.36M | $3.97M | $609,019.09 | 18.1% |
| LV Leah Vaden Redwood Financial Network Corp. | 4,360 | $1.42M | $2.18M | $758,639.43 | 53.39% |
Tu Tran Crosspoint Financial LLC | 1,258 | $600,882.44 | $628,861.63 | $27,979.19 | 4.66% |
Matthew Heller Willner & Heller LLC | 9,813 | $3.38M | $4.56M | $1.18M | 34.76% |
Eric Dahm Range Financial Group LLC | 4,005 | $1.56M | $1.86M | $304,752.43 | 19.58% |
Stephen Kenney Gray Private Wealth LLC | 4,323 | $1.72M | $2.01M | $287,424.31 | 16.7% |
Craig Johnsen Fortitude Advisory Group LLC | 27,352 | $9.03M | $12.71M | $3.68M | 40.71% |
Jeffrey Gilbert Balboa Wealth Partners | 56,576 | $14.19M | $28.28M | $14.09M | 99.35% |
Gary M. Coon Finer Wealth Management Inc. | 32,159 | $11.33M | $14.94M | $3.62M | 31.94% |
Sean Murray Quantum Financial Advisors LLC | 17,205 | $5.23M | $8M | $2.76M | 52.74% |
Edward Lowndes Angeles Wealth Management LLC | 103,056 | $37.84M | $47.89M | $10.06M | 26.58% |
Christoph Von Dem Bussche Financial Guidance Group Inc. | 2,952 | $958,278.23 | $1.37M | $413,575.21 | 43.16% |
James M. Perkins Quantum Private Wealth LLC | 41,168 | $14.18M | $19.13M | $4.95M | 34.94% |
Angela Cox W Advisors LLC | 16,081 | $5.55M | $7.47M | $1.92M | 34.62% |
Bradley J. Lineberger Seaside Wealth Management Inc. | 2,731 | $1.13M | $1.33M | $196,535.93 | 17.32% |