| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| EM Erin Mccann Simplicity Wealth LLC | 967 | $334,660.37 | $371,922.7 | $37,262.33 | 11.13% |
Patrick O'Connell Security Financial Services Inc. | 19,458 | $4.01M | $7.46M | $3.45M | 86.07% |
Daniel Hays Comprehensive Financial Consultants Institutional Inc. | 1,500 | $327,962.32 | $576,914.98 | $248,952.66 | 75.91% |
Christopher M. Marks Sterling Investment Counsel LLC | 644 | $214,348.96 | $247,067.38 | $32,718.42 | 15.26% |
Michael Topley Lansing Street Advisors | 3,168 | $847,732.16 | $1.22M | $371,504.32 | 43.82% |
Conor Sheridan Sheridan Capital Management LLC | 666 | $165,946.11 | $253,060.02 | $87,113.91 | 52.5% |
Amanda Hawley Atria Wealth Solutions Inc. | 38,370 | $10.39M | $14.77M | $4.38M | 42.16% |
Sean Murray Quantum Financial Advisors LLC | 404,718 | $137.63M | $154.76M | $17.13M | 12.45% |
Edward Lowndes Angeles Wealth Management LLC | 94 | $26,118.99 | $35,785.33 | $9,666.34 | 37.01% |
Angela Cox W Advisors LLC | 20,714 | $4.04M | $7.96M | $3.92M | 97.09% |
Kevin Zemann WealthPlan Investment Management LLC | 3,551 | $1.08M | $1.37M | $286,423.7 | 26.5% |
Vito Collacuro Sutton Place Investors LLC | 3,281 | $760,201.26 | $1.26M | $501,425.26 | 65.96% |
| TD Teresa Douberly Ridgeline Wealth LLC | 13,830 | $3.99M | $5.3M | $1.31M | 32.73% |
Tom Deck Bricktown Capital LLC | 1,294 | $320,148.57 | $490,865.96 | $170,717.39 | 53.32% |
John Ritter Ritter Daniher Financial Advisory LLC / DE | 312 | $77,191.92 | $118,776.84 | $41,584.92 | 53.87% |
William Cantus Pacific Sage Partners LLC | 679 | $179,459.53 | $261,537.22 | $82,077.69 | 45.74% |
CJ Harrison DecisionPoint Financial LLC | 27 | $8,465.95 | $10,395.27 | $1,929.32 | 22.79% |
| JG John Ginter Callan Family Office LLC | 4,156 | $777,338.39 | $1.6M | $819,355.25 | 105.41% |
Rodrigo Diaz Plan Group Financial LLC | 663 | $210,759.49 | $253,547.77 | $42,788.28 | 20.3% |
Mark Mowrey Signature Resources Capital Management LLC | 76 | $21,592.63 | $28,893.68 | $7,301.05 | 33.81% |