| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jim Clark Worth Asset Management LLC | 6,759 | $2.3M | $2.24M | -$62,115.21 | -2.69% |
| MSN Melissa S. Nehrt Powers Advisory Group LLC | 1,794 | $365,114.5 | $595,303 | $230,188.5 | 63.05% |
Daniel Ronan Catalyst Financial Partners LLC | 6,459 | $1.46M | $2.14M | $682,318.56 | 46.7% |
Amanda Hawley Atria Wealth Solutions Inc. | 18,334 | $2.52M | $6.08M | $3.57M | 141.76% |
| LV Leah Vaden Redwood Financial Network Corp. | 955 | $325,674.09 | $347,409.9 | $21,735.81 | 6.67% |
Eric Dahm Range Financial Group LLC | 1,237 | $421,841.73 | $410,473.7 | -$11,368.03 | -2.69% |
Stephen Kenney Gray Private Wealth LLC | 890 | $303,508 | $295,328.69 | -$8,179.31 | -2.69% |
Craig Johnsen Fortitude Advisory Group LLC | 1,431 | $302,476.56 | $474,848.72 | $172,372.16 | 56.99% |
Jeffrey Gilbert Balboa Wealth Partners | 6,078 | $933,795.4 | $2.21M | $1.28M | 136.78% |
Sean Murray Quantum Financial Advisors LLC | 1,333 | $245,538.6 | $442,329.38 | $196,790.78 | 80.15% |
Edward Lowndes Angeles Wealth Management LLC | 6,714 | $1.2M | $2.23M | $1.03M | 85.62% |
James M. Perkins Quantum Private Wealth LLC | 12,103 | $1.48M | $4.02M | $2.53M | 170.87% |
Kevin Zemann WealthPlan Investment Management LLC | 9,315 | $2.12M | $3.09M | $975,487.55 | 46.11% |
Vito Collacuro Sutton Place Investors LLC | 636 | $216,888.71 | $228,635.64 | $11,746.93 | 5.42% |
| WIM Warwick Investment Management Inc. Warwick Investment Management Inc. | 950 | $323,968.99 | $315,238.49 | -$8,730.5 | -2.69% |
Benjamin Cauley Carr Financial Group Corp. | 1,777 | $331,978.11 | $638,813.73 | $306,835.62 | 92.43% |
James Rukstalis ESG Planning DBA Harper Investing | 3,052 | $489,296.64 | $1.01M | $523,448.49 | 106.98% |
Michael Stulic Astoria Portfolio Advisors LLC | 603 | $104,595.92 | $200,093.48 | $95,497.56 | 91.3% |
Mary Lecca ARGONAUTICA PRIVATE WEALTH MANAGEMENT Inc. | 7,925 | $1.19M | $2.63M | $1.44M | 121.51% |
| TL Tradewinds LLC Tradewinds LLC | 19,621 | $6.5M | $7.54M | $1.04M | 15.99% |