| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Daniel Ronan Catalyst Financial Partners LLC | 31,326 | $2.14M | $2.25M | $110,537.29 | 5.18% |
Amanda Hawley Atria Wealth Solutions Inc. | 77,280 | $3.35M | $5.54M | $2.19M | 65.24% |
| LV Leah Vaden Redwood Financial Network Corp. | 7,886 | $268,228.38 | $584,510.32 | $316,281.94 | 117.92% |
Matthew Heller Willner & Heller LLC | 3,892 | $390,442.93 | $279,095.32 | -$111,347.61 | -28.52% |
Craig Johnsen Fortitude Advisory Group LLC | 4,263 | $281,386.35 | $305,699.73 | $24,313.38 | 8.64% |
Jeffrey Gilbert Balboa Wealth Partners | 29,267 | $2.92M | $2.1M | -$823,869.48 | -28.19% |
Gary M. Coon Finer Wealth Management Inc. | 5,130 | $276,910.61 | $367,872.3 | $90,961.69 | 32.85% |
Sean Murray Quantum Financial Advisors LLC | 3,403 | $271,447.82 | $244,029.13 | -$27,418.69 | -10.1% |
Edward Lowndes Angeles Wealth Management LLC | 28,633 | $1.78M | $2.05M | $275,652.49 | 15.51% |
James M. Perkins Quantum Private Wealth LLC | 68,840 | $3.98M | $4.94M | $954,010.8 | 23.96% |
Kevin Zemann WealthPlan Investment Management LLC | 56,171 | $4.34M | $4.03M | -$308,887.29 | -7.12% |
Vito Collacuro Sutton Place Investors LLC | 4,834 | $427,295.76 | $353,558.76 | -$73,737 | -17.26% |
| WIM Warwick Investment Management Inc. Warwick Investment Management Inc. | 4,663 | $395,932.47 | $334,383.73 | -$61,548.74 | -15.55% |
Benjamin Cauley Carr Financial Group Corp. | 10,294 | $523,164.9 | $752,903.16 | $229,738.26 | 43.91% |
James Rukstalis ESG Planning DBA Harper Investing | 162,096 | $11.57M | $11.62M | $50,249.76 | 0.43% |
Michael Stulic Astoria Portfolio Advisors LLC | 13,365 | $697,625.02 | $958,404.15 | $260,779.13 | 37.38% |
Joseph Wallace Wallace Advisory Group LLC | 3,547 | $341,044 | $254,355.37 | -$86,688.63 | -25.42% |
Leonid Berline ARMSTRONG ADVISORY GROUP Inc. | 5,886 | $265,579.31 | $422,085.06 | $156,505.75 | 58.93% |
Nolan Baker Retirement Guys Formula LLC | 29,619 | $1.7M | $2.12M | $425,429.03 | 25.05% |
John DeMarco Trajan Wealth LLC | 186,735 | $12.77M | $13.39M | $623,202.13 | 4.88% |