| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Amanda Hawley Atria Wealth Solutions Inc. | 17,973 | $1.73M | $3.86M | $2.13M | 122.53% |
| MS Mark Sheppard M & L Capital Management Ltd. | 37,100 | $8.85M | $7.69M | -$1.16M | -13.15% |
| LV Leah Vaden Redwood Financial Network Corp. | 2,895 | $374,396.05 | $645,092.85 | $270,696.8 | 72.3% |
Matthew Heller Willner & Heller LLC | 2,595 | $406,099.35 | $578,243.85 | $172,144.5 | 42.39% |
Eric Dahm Range Financial Group LLC | 3,608 | $770,506.74 | $803,970.64 | $33,463.9 | 4.34% |
Craig Johnsen Fortitude Advisory Group LLC | 5,778 | $1.03M | $1.29M | $261,220.11 | 25.45% |
Jeffrey Gilbert Balboa Wealth Partners | 19,864 | $1.74M | $4.43M | $2.69M | 154.96% |
Sean Murray Quantum Financial Advisors LLC | 934 | $234,041.72 | $208,123.22 | -$25,918.5 | -11.07% |
Edward Lowndes Angeles Wealth Management LLC | 1,293 | $337,899.54 | $288,119.19 | -$49,780.35 | -14.73% |
James M. Perkins Quantum Private Wealth LLC | 9,335 | $1.01M | $2.08M | $1.07M | 105.27% |
Kevin Zemann WealthPlan Investment Management LLC | 7,849 | $868,277.91 | $1.75M | $880,714.76 | 101.43% |
Michael Stulic Astoria Portfolio Advisors LLC | 4,847 | $866,563.26 | $1.08M | $213,493.75 | 24.64% |
David W. Chenet Presidio Capital Management LLC | 4,303 | $413,129.17 | $901,306.38 | $488,177.21 | 118.17% |
Mary Lecca ARGONAUTICA PRIVATE WEALTH MANAGEMENT Inc. | 2,585 | $647,749 | $576,015.55 | -$71,733.45 | -11.07% |
Leonid Berline ARMSTRONG ADVISORY GROUP Inc. | 627 | $95,291.05 | $130,848.63 | $35,557.58 | 37.31% |
| TD Teresa Douberly Ridgeline Wealth LLC | 955 | $238,904.9 | $212,802.65 | -$26,102.25 | -10.93% |
| BFG Bleakley Financial Group LLC Bleakley Financial Group LLC | 13,549 | $3.53M | $2.83M | -$705,769.24 | -19.99% |
CJ Harrison DecisionPoint Financial LLC | 4 | $1,339.28 | $859 | -$480.28 | -35.86% |
| JG John Ginter Callan Family Office LLC | 18,320 | $3.37M | $3.82M | $452,848.5 | 13.45% |
Mark Mowrey Signature Resources Capital Management LLC | 100 | $10,632.68 | $20,736 | $10,103.32 | 95.02% |