| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Timothy Gerlach Novem Group | 26,820 | $4.1M | $4.63M | $532,244.78 | 12.99% |
Daniel Ronan Catalyst Financial Partners LLC | 10,483 | $1.36M | $1.81M | $445,082.8 | 32.62% |
Amanda Hawley Atria Wealth Solutions Inc. | 22,761 | $3.7M | $4.06M | $357,322.24 | 9.65% |
Eric Dahm Range Financial Group LLC | 25,845 | $4.24M | $4.46M | $222,228.24 | 5.24% |
Craig Johnsen Fortitude Advisory Group LLC | 3,431 | $569,189.15 | $612,090.37 | $42,901.22 | 7.54% |
Jeffrey Gilbert Balboa Wealth Partners | 2,867 | $512,318.13 | $494,901.54 | -$17,416.59 | -3.4% |
Sean Murray Quantum Financial Advisors LLC | 3,305 | $494,079.64 | $570,509.1 | $76,429.46 | 15.47% |
Edward Lowndes Angeles Wealth Management LLC | 14,712 | $2.24M | $2.54M | $303,047.91 | 13.55% |
James M. Perkins Quantum Private Wealth LLC | 19,164 | $2.39M | $3.31M | $913,141.41 | 38.13% |
Angela Cox W Advisors LLC | 1,693 | $260,414.89 | $292,245.66 | $31,830.77 | 12.22% |
Kevin Zemann WealthPlan Investment Management LLC | 15,699 | $2.8M | $2.8M | -$3,531.35 | -0.13% |
Vito Collacuro Sutton Place Investors LLC | 1,187 | $219,345.72 | $204,899.94 | -$14,445.78 | -6.59% |
| WIM Warwick Investment Management Inc. Warwick Investment Management Inc. | 1,494 | $276,076.25 | $257,894.28 | -$18,181.97 | -6.59% |
James Rukstalis ESG Planning DBA Harper Investing | 5,338 | $950,561.3 | $941,996.86 | -$8,564.44 | -0.9% |
Michael Stulic Astoria Portfolio Advisors LLC | 3,359 | $520,523.02 | $579,830.58 | $59,307.56 | 11.39% |
David W. Chenet Presidio Capital Management LLC | 3,239 | $541,700.09 | $571,651.11 | $29,951.02 | 5.53% |
Mary Lecca ARGONAUTICA PRIVATE WEALTH MANAGEMENT Inc. | 1,768 | $275,411.25 | $305,192.16 | $29,780.91 | 10.81% |
Leonid Berline ARMSTRONG ADVISORY GROUP Inc. | 1,729 | $191,875.08 | $305,531.59 | $113,656.51 | 59.23% |
Brad Saenz Coastwise Capital Group LLC | 9,648 | $1.31M | $1.67M | $356,865.32 | 27.27% |
John Ritter Ritter Daniher Financial Advisory LLC / DE | 1,741 | $289,219.38 | $300,531.42 | $11,312.04 | 3.91% |