| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Mark Fiskio Empirical Asset Management LLC | 3,564 | $1.43M | $1.18M | -$250,143.34 | -17.5% |
Timothy Gerlach Novem Group | 4,037 | $1.44M | $1.26M | -$187,122.41 | -12.96% |
Jim Clark Worth Asset Management LLC | 1,999 | $888,507.08 | $622,108.77 | -$266,398.31 | -29.98% |
Daniel Ronan Catalyst Financial Partners LLC | 13,325 | $3.85M | $4.15M | $298,243.36 | 7.75% |
Amanda Hawley Atria Wealth Solutions Inc. | 69,656 | $15.07M | $21.68M | $6.61M | 43.86% |
Lincoln Bach Delap Wealth Advisory LLC | 4,777 | $2.15M | $1.49M | -$661,662.14 | -30.8% |
| LV Leah Vaden Redwood Financial Network Corp. | 1,389 | $373,629.33 | $456,404.55 | $82,775.22 | 22.15% |
Craig Johnsen Fortitude Advisory Group LLC | 3,892 | $1.11M | $1.21M | $99,998.14 | 9% |
Jeffrey Gilbert Balboa Wealth Partners | 119,742 | $23.69M | $39.62M | $15.93M | 67.21% |
Gary M. Coon Finer Wealth Management Inc. | 6,994 | $2.43M | $2.18M | -$253,363.41 | -10.43% |
Sean Murray Quantum Financial Advisors LLC | 1,210 | $292,363.21 | $376,564.09 | $84,200.88 | 28.8% |
Edward Lowndes Angeles Wealth Management LLC | 19,549 | $6.34M | $6.08M | -$253,736.06 | -4% |
James M. Perkins Quantum Private Wealth LLC | 6,543 | $2.81M | $2.04M | -$775,876.66 | -27.59% |
Angela Cox W Advisors LLC | 2,199 | $660,729.7 | $684,350.77 | $23,621.07 | 3.57% |
Kevin Zemann WealthPlan Investment Management LLC | 18,054 | $6.39M | $5.62M | -$771,556.95 | -12.07% |
Vito Collacuro Sutton Place Investors LLC | 4,016 | $1.15M | $1.28M | $136,495.66 | 11.9% |
| WIM Warwick Investment Management Inc. Warwick Investment Management Inc. | 3,148 | $895,513.97 | $979,689.05 | $84,175.08 | 9.4% |
Benjamin Cauley Carr Financial Group Corp. | 2,578 | $964,616.52 | $823,748.34 | -$140,868.18 | -14.6% |
Michael Stulic Astoria Portfolio Advisors LLC | 3,099 | $754,719.21 | $964,439.76 | $209,720.55 | 27.79% |
David W. Chenet Presidio Capital Management LLC | 3,679 | $1.09M | $1.14M | $55,025.38 | 5.05% |