| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Timothy Gerlach Novem Group | 413 | $207,253 | $237,185.9 | $29,932.9 | 14.44% |
Daniel Ronan Catalyst Financial Partners LLC | 2,272 | $1.22M | $1.3M | $82,897.65 | 6.78% |
Amanda Hawley Atria Wealth Solutions Inc. | 6,934 | $3.54M | $3.98M | $439,900.13 | 12.42% |
Matthew Heller Willner & Heller LLC | 1,372 | $655,310.14 | $787,939.59 | $132,629.45 | 20.24% |
Stephen Kenney Gray Private Wealth LLC | 448 | $259,664.66 | $257,286.4 | -$2,378.26 | -0.92% |
Craig Johnsen Fortitude Advisory Group LLC | 1,032 | $577,541.4 | $592,677.59 | $15,136.19 | 2.62% |
Sean Murray Quantum Financial Advisors LLC | 765 | $395,165.38 | $439,339.49 | $44,174.11 | 11.18% |
Edward Lowndes Angeles Wealth Management LLC | 5,035 | $2.78M | $2.89M | $110,122.73 | 3.96% |
Kevin Zemann WealthPlan Investment Management LLC | 4,863 | $1.97M | $2.79M | $821,068.87 | 41.64% |
| WIM Warwick Investment Management Inc. Warwick Investment Management Inc. | 450 | $219,998.64 | $258,435 | $38,436.36 | 17.47% |
Benjamin Cauley Carr Financial Group Corp. | 756 | $414,089.49 | $435,138.48 | $21,048.99 | 5.08% |
James Rukstalis ESG Planning DBA Harper Investing | 3,379 | $1.7M | $1.94M | $243,682.33 | 14.36% |
Mary Lecca ARGONAUTICA PRIVATE WEALTH MANAGEMENT Inc. | 793 | $321,529.97 | $455,419.89 | $133,889.92 | 41.64% |
Joseph Wallace Wallace Advisory Group LLC | 627 | $331,915.64 | $360,086.09 | $28,170.45 | 8.49% |
Leonid Berline ARMSTRONG ADVISORY GROUP Inc. | 1,007 | $552,266.84 | $578,320.09 | $26,053.25 | 4.72% |
| XV Xavier Volatier Transatlantique Private Wealth LLC | 5,107 | $2.75M | $2.93M | $180,559.57 | 6.56% |
| MK Malinda Khauv Cercano Management LLC | 531 | $328,461 | $304,953.29 | -$23,507.71 | -7.16% |
Lori Fernicola Castle Wealth Management LLC | 2,555 | $1.41M | $1.47M | $60,538.77 | 4.3% |
John Ritter Ritter Daniher Financial Advisory LLC / DE | 347 | $175,762.25 | $199,282.1 | $23,519.85 | 13.38% |
William Cantus Pacific Sage Partners LLC | 686 | $377,303.67 | $394,847.88 | $17,544.21 | 4.65% |