| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Daniel Ronan Catalyst Financial Partners LLC | 13,433 | $899,171.16 | $1.23M | $334,515.56 | 37.2% |
Amanda Hawley Atria Wealth Solutions Inc. | 24,103 | $1.34M | $2.27M | $926,241.58 | 68.95% |
Jeffrey Gilbert Balboa Wealth Partners | 6,322 | $466,073.08 | $580,675.7 | $114,602.62 | 24.59% |
Gary M. Coon Finer Wealth Management Inc. | 32,983 | $2.26M | $3.03M | $771,320.09 | 34.1% |
Sean Murray Quantum Financial Advisors LLC | 4,874 | $331,415.08 | $450,406.34 | $118,991.26 | 35.9% |
Edward Lowndes Angeles Wealth Management LLC | 13,252 | $1.14M | $1.22M | $79,658.39 | 6.99% |
Kevin Zemann WealthPlan Investment Management LLC | 27,910 | $2.69M | $2.63M | -$66,937.42 | -2.48% |
Vito Collacuro Sutton Place Investors LLC | 8,808 | $707,225.05 | $825,573.84 | $118,348.79 | 16.73% |
Michael Stulic Astoria Portfolio Advisors LLC | 17,332 | $1.52M | $1.6M | $73,837.77 | 4.85% |
John DeMarco Trajan Wealth LLC | 166,044 | $14.11M | $15.56M | $1.45M | 10.26% |
Brad Saenz Coastwise Capital Group LLC | 3,499 | $235,201.95 | $328,311.17 | $93,109.22 | 39.59% |
Nadine Hofstetter Northwest Bank & Trust Co. | 8,556 | $487,264.6 | $796,649.16 | $309,384.56 | 63.49% |
| MK Malinda Khauv Cercano Management LLC | 28,280 | $2.04M | $2.67M | $627,864.4 | 30.77% |
John Ritter Ritter Daniher Financial Advisory LLC / DE | 13,685 | $1.31M | $1.26M | -$45,913.18 | -3.51% |
| BFG Bleakley Financial Group LLC Bleakley Financial Group LLC | 40,794 | $2.95M | $3.85M | $894,759.15 | 30.31% |
CJ Harrison DecisionPoint Financial LLC | 28 | $2,629.11 | $2,636.48 | $7.37 | 0.28% |
| JG John Ginter Callan Family Office LLC | 217,027 | $19.19M | $20.47M | $1.27M | 6.64% |
| JB Jodi Burnett Invictus Private Wealth LLC | 10,536 | $615,017.64 | $993,439.44 | $378,421.8 | 61.53% |
Burke Montgomery GCM Grosvenor Holdings LLC | 101,819 | $7.97M | $9.37M | $1.4M | 17.58% |
Linda M. Dagilus Greenfield Savings Bank | 5,531 | $533,153.19 | $518,420.63 | -$14,732.56 | -2.76% |