| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Daniel Ronan Catalyst Financial Partners LLC | 13,433 | $899,171.16 | $1.41M | $514,517.76 | 57.22% |
Amanda Hawley Atria Wealth Solutions Inc. | 24,103 | $1.34M | $2.54M | $1.19M | 88.83% |
Jeffrey Gilbert Balboa Wealth Partners | 6,322 | $466,073.08 | $680,183.98 | $214,110.9 | 45.94% |
Gary M. Coon Finer Wealth Management Inc. | 32,419 | $2.21M | $3.41M | $1.2M | 54.52% |
Sean Murray Quantum Financial Advisors LLC | 4,874 | $331,415.08 | $512,939.76 | $181,524.68 | 54.77% |
Edward Lowndes Angeles Wealth Management LLC | 13,252 | $1.14M | $1.39M | $254,982.35 | 22.37% |
Kevin Zemann WealthPlan Investment Management LLC | 25,881 | $2.5M | $2.72M | $227,087.88 | 9.1% |
Vito Collacuro Sutton Place Investors LLC | 8,808 | $707,225.05 | $951,440.13 | $244,215.08 | 34.53% |
Michael Stulic Astoria Portfolio Advisors LLC | 17,332 | $1.52M | $1.82M | $301,233.61 | 19.78% |
John DeMarco Trajan Wealth LLC | 166,044 | $14.11M | $18.27M | $4.16M | 29.47% |
Brad Saenz Coastwise Capital Group LLC | 3,499 | $235,201.95 | $368,234.76 | $133,032.81 | 56.56% |
Nadine Hofstetter Northwest Bank & Trust Co. | 8,556 | $487,264.6 | $900,433.44 | $413,168.84 | 84.79% |
| MK Malinda Khauv Cercano Management LLC | 28,280 | $2.04M | $3.11M | $1.07M | 52.55% |
John Ritter Ritter Daniher Financial Advisory LLC / DE | 13,685 | $1.31M | $1.44M | $133,702.45 | 10.23% |
| BFG Bleakley Financial Group LLC Bleakley Financial Group LLC | 40,794 | $2.95M | $4.41M | $1.45M | 49.27% |
CJ Harrison DecisionPoint Financial LLC | 28 | $2,629.11 | $3,024.56 | $395.45 | 15.04% |
| JG John Ginter Callan Family Office LLC | 217,027 | $19.19M | $23.44M | $4.24M | 22.11% |
| JB Jodi Burnett Invictus Private Wealth LLC | 10,536 | $615,017.64 | $1.11M | $493,791 | 80.29% |
Burke Montgomery GCM Grosvenor Holdings LLC | 101,819 | $7.97M | $11.31M | $3.34M | 41.91% |
Linda M. Dagilus Greenfield Savings Bank | 5,858 | $564,371.88 | $616,495.92 | $52,124.04 | 9.24% |