| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Brian O'Rourke O'ROURKE & COMPANY Inc. | 32,091 | $1.04M | $1.88M | $835,648.55 | 80% |
Courtney Lawson Autumn Glory Partners LLC | 15,267 | $485,155.41 | $860,448.12 | $375,292.71 | 77.36% |
Marc H. Stone Tyler-Stone Wealth Management | 8,666 | $305,443.65 | $488,415.76 | $182,972.11 | 59.9% |
Richard A. Flora Key Client Fiduciary Advisors LLC | 38,828 | $1.43M | $2.19M | $758,864.67 | 53.09% |
| EM Erin Mccann Simplicity Wealth LLC | 16,500 | $972,180 | $967,725 | -$4,455 | -0.46% |
Daniel Bennett APS Management Group Inc. | 34,621 | $1.65M | $1.95M | $302,244.33 | 18.33% |
Nichole Raftopoulos Nvest Financial LLC | 51,223 | $2.43M | $2.89M | $459,051.54 | 18.91% |
Samuel Miller Kraft, Davis & Associates LLC | 4,424 | $211,422.96 | $249,336.64 | $37,913.68 | 17.93% |
Jaimie Palmer Beacon Capital Management LLC | 4,521 | $229,712.01 | $254,803.56 | $25,091.55 | 10.92% |
Timothy Dempsey DHK Financial Advisors Inc. | 10,000 | $314,300 | $563,600 | $249,300 | 79.32% |
Candice Gilman Sofi Wealth LLC | 18,666 | $864,496.28 | $1.09M | $223,731.52 | 25.88% |
Christopher Warner WARNER FINANCIAL Inc. | 5,843 | $232,870.67 | $329,311.48 | $96,440.81 | 41.41% |
Amanda Hawley Atria Wealth Solutions Inc. | 51,470 | $1.67M | $2.9M | $1.23M | 73.36% |
Matthew Heller Willner & Heller LLC | 17,513 | $603,424.08 | $987,032.68 | $383,608.6 | 63.57% |
Jeffrey Gilbert Balboa Wealth Partners | 3,665 | $215,941.8 | $213,669.5 | -$2,272.3 | -1.05% |
Michael Stulic Astoria Portfolio Advisors LLC | 4,767 | $208,090.11 | $268,668.12 | $60,578.01 | 29.11% |
Leonid Berline ARMSTRONG ADVISORY GROUP Inc. | 95 | $2,517 | $5,354.2 | $2,837.2 | 112.72% |
| XV Xavier Volatier Transatlantique Private Wealth LLC | 66,543 | $2.52M | $3.75M | $1.23M | 49.04% |
Lori Fernicola Castle Wealth Management LLC | 117,147 | $4.8M | $6.6M | $1.8M | 37.43% |
John Ritter Ritter Daniher Financial Advisory LLC / DE | 1,718 | $101,224.56 | $96,826.48 | -$4,398.08 | -4.34% |