| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jim Clark Worth Asset Management LLC | 3,179 | $246,567.75 | $276,318.68 | $29,750.93 | 12.07% |
| MSN Melissa S. Nehrt Powers Advisory Group LLC | 3,980 | $289,047.73 | $345,941.6 | $56,893.87 | 19.68% |
Daniel Ronan Catalyst Financial Partners LLC | 12,052 | $925,646.65 | $1.05M | $121,913.19 | 13.17% |
Amanda Hawley Atria Wealth Solutions Inc. | 33,654 | $2.25M | $2.93M | $679,692.91 | 30.27% |
Craig Johnsen Fortitude Advisory Group LLC | 2,896 | $187,453.04 | $251,720.32 | $64,267.28 | 34.28% |
Edward Lowndes Angeles Wealth Management LLC | 15,800 | $1.27M | $1.37M | $106,088.08 | 8.37% |
James M. Perkins Quantum Private Wealth LLC | 11,080 | $1.03M | $963,073.6 | -$62,628.63 | -6.11% |
Angela Cox W Advisors LLC | 10,717 | $998,862.12 | $931,521.64 | -$67,340.48 | -6.74% |
| WIM Warwick Investment Management Inc. Warwick Investment Management Inc. | 5,214 | $389,500.08 | $453,200.88 | $63,700.8 | 16.35% |
Benjamin Cauley Carr Financial Group Corp. | 3,893 | $324,665.7 | $329,425.66 | $4,759.96 | 1.47% |
Michael Stulic Astoria Portfolio Advisors LLC | 11,701 | $920,784.53 | $1.02M | $96,266.39 | 10.45% |
Mary Lecca ARGONAUTICA PRIVATE WEALTH MANAGEMENT Inc. | 49,264 | $3.48M | $4.28M | $805,911.42 | 23.18% |
Leonid Berline ARMSTRONG ADVISORY GROUP Inc. | 4,690 | $387,949.04 | $407,654.8 | $19,705.76 | 5.08% |
Nolan Baker Retirement Guys Formula LLC | 16,756 | $1.22M | $1.46M | $239,240.85 | 19.66% |
Brad Saenz Coastwise Capital Group LLC | 7,053 | $454,557.14 | $613,046.76 | $158,489.62 | 34.87% |
Nadine Hofstetter Northwest Bank & Trust Co. | 11,120 | $822,904.38 | $966,550.4 | $143,646.02 | 17.46% |
| MK Malinda Khauv Cercano Management LLC | 4,824 | $407,773 | $413,802.72 | $6,029.72 | 1.48% |
Lori Fernicola Castle Wealth Management LLC | 17,877 | $1.35M | $1.55M | $202,489.68 | 14.98% |
John Ritter Ritter Daniher Financial Advisory LLC / DE | 13,273 | $1.03M | $1.15M | $124,821.73 | 12.13% |
| BFG Bleakley Financial Group LLC Bleakley Financial Group LLC | 53,621 | $4.44M | $4.68M | $238,252.26 | 5.37% |