| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Daniel Ronan Catalyst Financial Partners LLC | 10,483 | $1.36M | $1.55M | $182,902.97 | 13.4% |
Amanda Hawley Atria Wealth Solutions Inc. | 22,761 | $3.7M | $3.36M | -$343,488.95 | -9.28% |
Eric Dahm Range Financial Group LLC | 25,845 | $4.24M | $3.81M | -$424,155.21 | -10.01% |
Craig Johnsen Fortitude Advisory Group LLC | 3,439 | $570,652.11 | $507,630.79 | -$63,021.32 | -11.04% |
Jeffrey Gilbert Balboa Wealth Partners | 2,867 | $512,318.13 | $481,283.29 | -$31,034.84 | -6.06% |
Sean Murray Quantum Financial Advisors LLC | 3,305 | $494,079.64 | $487,851.05 | -$6,228.59 | -1.26% |
Edward Lowndes Angeles Wealth Management LLC | 14,712 | $2.24M | $2.17M | -$64,899.21 | -2.9% |
James M. Perkins Quantum Private Wealth LLC | 19,164 | $2.39M | $2.83M | $433,849.77 | 18.12% |
Angela Cox W Advisors LLC | 1,693 | $260,414.89 | $249,903.73 | -$10,511.16 | -4.04% |
Kevin Zemann WealthPlan Investment Management LLC | 16,873 | $2.96M | $2.49M | -$464,796.98 | -15.73% |
Vito Collacuro Sutton Place Investors LLC | 1,187 | $219,345.72 | $190,382.93 | -$28,962.79 | -13.2% |
| WIM Warwick Investment Management Inc. Warwick Investment Management Inc. | 1,494 | $276,076.25 | $220,529.34 | -$55,546.91 | -20.12% |
James Rukstalis ESG Planning DBA Harper Investing | 5,338 | $950,561.3 | $787,942.18 | -$162,619.12 | -17.11% |
Michael Stulic Astoria Portfolio Advisors LLC | 3,359 | $520,523.02 | $495,821.99 | -$24,701.03 | -4.75% |
David W. Chenet Presidio Capital Management LLC | 3,239 | $541,700.09 | $478,108.79 | -$63,591.3 | -11.74% |
Mary Lecca ARGONAUTICA PRIVATE WEALTH MANAGEMENT Inc. | 1,768 | $275,411.25 | $260,974.48 | -$14,436.77 | -5.24% |
Leonid Berline ARMSTRONG ADVISORY GROUP Inc. | 1,726 | $191,245.69 | $254,774.86 | $63,529.17 | 33.22% |
Brad Saenz Coastwise Capital Group LLC | 9,648 | $1.31M | $1.42M | $115,568.84 | 8.83% |
John Ritter Ritter Daniher Financial Advisory LLC / DE | 1,741 | $289,219.38 | $256,989.01 | -$32,230.37 | -11.14% |
| BFG Bleakley Financial Group LLC Bleakley Financial Group LLC | 39,541 | $4.87M | $6.23M | $1.36M | 27.96% |