| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Scott Williams Investmark Advisory Group LLC | 2,596 | $229,980.27 | $578,856.08 | $348,875.81 | 151.7% |
Michael Topley Lansing Street Advisors | 2,719 | $283,752.41 | $585,183.18 | $301,430.77 | 106.23% |
Mark Fiskio Empirical Asset Management LLC | 2,725 | $458,160.73 | $610,727 | $152,566.27 | 33.3% |
Timothy Gerlach Novem Group | 9,880 | $1.22M | $2.13M | $906,898.21 | 74.37% |
Jim Clark Worth Asset Management LLC | 1,427 | $241,744.43 | $307,118.94 | $65,374.51 | 27.04% |
| MSN Melissa S. Nehrt Powers Advisory Group LLC | 1,076 | $197,351.06 | $231,576.72 | $34,225.66 | 17.34% |
Daniel Ronan Catalyst Financial Partners LLC | 12,645 | $1.43M | $2.72M | $1.29M | 90.59% |
Amanda Hawley Atria Wealth Solutions Inc. | 28,019 | $2.36M | $6.03M | $3.67M | 154.98% |
| LV Leah Vaden Redwood Financial Network Corp. | 1,164 | $154,240.71 | $259,548.72 | $105,308.01 | 68.28% |
Matthew Heller Willner & Heller LLC | 1,189 | $229,022.08 | $255,896.58 | $26,874.5 | 11.73% |
Stephen Kenney Gray Private Wealth LLC | 1,374 | $260,689 | $295,712.28 | $35,023.28 | 13.43% |
Craig Johnsen Fortitude Advisory Group LLC | 1,826 | $227,325.43 | $392,991.72 | $165,666.29 | 72.88% |
Jeffrey Gilbert Balboa Wealth Partners | 9,585 | $900,745.25 | $2.15M | $1.25M | 138.49% |
Gary M. Coon Finer Wealth Management Inc. | 7,620 | $873,533.59 | $1.64M | $766,442.81 | 87.74% |
Sean Murray Quantum Financial Advisors LLC | 2,219 | $250,071.44 | $477,573.18 | $227,501.74 | 90.97% |
Edward Lowndes Angeles Wealth Management LLC | 13,509 | $1.76M | $2.91M | $1.15M | 65.61% |
James M. Perkins Quantum Private Wealth LLC | 11,149 | $1.06M | $2.4M | $1.34M | 126.72% |
Kevin Zemann WealthPlan Investment Management LLC | 1,101 | $208,892.73 | $236,957.22 | $28,064.49 | 13.43% |
Vito Collacuro Sutton Place Investors LLC | 1,156 | $212,333.4 | $256,990.36 | $44,656.96 | 21.03% |
| WIM Warwick Investment Management Inc. Warwick Investment Management Inc. | 2,512 | $283,613.25 | $540,632.64 | $257,019.39 | 90.62% |