| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Daniel Ronan Catalyst Financial Partners LLC | 9,754 | $1.22M | $1.27M | $46,739.06 | 3.83% |
Amanda Hawley Atria Wealth Solutions Inc. | 19,296 | $2.3M | $2.51M | $206,682.19 | 8.99% |
Matthew Heller Willner & Heller LLC | 2,670 | $236,870.73 | $346,752.9 | $109,882.17 | 46.39% |
Eric Dahm Range Financial Group LLC | 3,972 | $668,050.78 | $515,843.64 | -$152,207.14 | -22.78% |
Stephen Kenney Gray Private Wealth LLC | 5,029 | $645,422.3 | $653,116.23 | $7,693.93 | 1.19% |
Jeffrey Gilbert Balboa Wealth Partners | 10,462 | $2.3M | $1.54M | -$759,187.85 | -33.06% |
Sean Murray Quantum Financial Advisors LLC | 5,544 | $627,028.03 | $719,999.28 | $92,971.25 | 14.83% |
Edward Lowndes Angeles Wealth Management LLC | 10,681 | $1.49M | $1.39M | -$99,751.23 | -6.71% |
James M. Perkins Quantum Private Wealth LLC | 5,546 | $929,401.4 | $720,259.02 | -$209,142.38 | -22.5% |
Angela Cox W Advisors LLC | 1,398 | $304,553.62 | $181,558.26 | -$122,995.36 | -40.39% |
Kevin Zemann WealthPlan Investment Management LLC | 45,841 | $7.85M | $5.95M | -$1.9M | -24.21% |
Vito Collacuro Sutton Place Investors LLC | 1,556 | $336,258.27 | $224,670.84 | -$111,587.43 | -33.19% |
| WIM Warwick Investment Management Inc. Warwick Investment Management Inc. | 1,958 | $432,367.75 | $254,285.46 | -$178,082.29 | -41.19% |
Benjamin Cauley Carr Financial Group Corp. | 3,018 | $602,404.58 | $435,769.02 | -$166,635.56 | -27.66% |
James Rukstalis ESG Planning DBA Harper Investing | 19,775 | $3.06M | $2.57M | -$488,628.63 | -15.98% |
Michael Stulic Astoria Portfolio Advisors LLC | 5,392 | $561,078.38 | $700,259.04 | $139,180.66 | 24.81% |
Mary Lecca ARGONAUTICA PRIVATE WEALTH MANAGEMENT Inc. | 28,181 | $2.52M | $3.66M | $1.14M | 45.41% |
| TL Tradewinds LLC Tradewinds LLC | 800 | $171,929.6 | $120,256 | -$51,673.6 | -30.06% |
Joseph Wallace Wallace Advisory Group LLC | 4,548 | $796,198.76 | $590,648.76 | -$205,550 | -25.82% |
Leonid Berline ARMSTRONG ADVISORY GROUP Inc. | 11,508 | $1.15M | $1.49M | $340,363.53 | 29.49% |