| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| SW Scott Williams Investmark Advisory Group LLC | 3,428 | $849,978.77 | $1.34M | $494,448.55 | 58.17% |
| MT Michael Topley Lansing Street Advisors | 2,627 | $989,346.7 | $1.02M | $27,315.43 | 2.76% |
Mark Fiskio Empirical Asset Management LLC | 3,843 | $1.54M | $1.49M | -$54,810.81 | -3.55% |
| TG Timothy Gerlach Novem Group | 3,409 | $1.18M | $1.32M | $139,952.2 | 11.87% |
Jim Clark Worth Asset Management LLC | 1,999 | $888,507.08 | $773,622.99 | -$114,884.09 | -12.93% |
Daniel Ronan Catalyst Financial Partners LLC | 13,540 | $3.88M | $5.31M | $1.44M | 37.03% |
Amanda Hawley Atria Wealth Solutions Inc. | 69,656 | $15.07M | $27.46M | $12.39M | 82.22% |
Lincoln Bach Delap Wealth Advisory LLC | 4,777 | $2.15M | $1.85M | -$299,589.38 | -13.95% |
| LV Leah Vaden Redwood Financial Network Corp. | 1,389 | $373,629.33 | $544,751.91 | $171,122.58 | 45.8% |
Craig Johnsen Fortitude Advisory Group LLC | 6,001 | $1.67M | $2.35M | $684,296.84 | 40.99% |
Jeffrey Gilbert Balboa Wealth Partners | 120,692 | $23.88M | $47.33M | $23.45M | 98.2% |
| GMC Gary M. Coon Finer Wealth Management Inc. | 6,994 | $2.43M | $2.71M | $276,746.89 | 11.39% |
| SM Sean Murray Quantum Financial Advisors LLC | 1,210 | $292,363.21 | $474,549.9 | $182,186.69 | 62.32% |
| EL Edward Lowndes Angeles Wealth Management LLC | 17,377 | $5.42M | $6.82M | $1.39M | 25.65% |
| JMP James M. Perkins Quantum Private Wealth LLC | 6,283 | $2.59M | $2.5M | -$88,559.51 | -3.42% |
Angela Cox W Advisors LLC | 2,114 | $624,978.7 | $829,089.66 | $204,110.96 | 32.66% |
Kevin Zemann WealthPlan Investment Management LLC | 23,499 | $7.75M | $9.22M | $1.46M | 18.88% |
| VC Vito Collacuro Sutton Place Investors LLC | 3,762 | $1.04M | $1.48M | $435,514.36 | 41.88% |
| WIM Warwick Investment Management Inc. Warwick Investment Management Inc. | 2,847 | $768,913.37 | $1.12M | $347,651.56 | 45.21% |
Benjamin Cauley Carr Financial Group Corp. | 3,174 | $1.09M | $1.24M | $156,084.92 | 14.34% |