| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Christopher Warner WARNER FINANCIAL Inc. | 168,994 | $25.22M | $37.17M | $11.95M | 47.38% |
Jim Clark Worth Asset Management LLC | 6,633 | $1.3M | $1.46M | $157,533.75 | 12.1% |
Daniel Ronan Catalyst Financial Partners LLC | 2,538 | $452,084.12 | $558,233.1 | $106,148.98 | 23.48% |
Amanda Hawley Atria Wealth Solutions Inc. | 125,979 | $17.04M | $27.71M | $10.67M | 62.58% |
Lincoln Bach Delap Wealth Advisory LLC | 1,823 | $309,500.64 | $400,968.85 | $91,468.21 | 29.55% |
| LV Leah Vaden Redwood Financial Network Corp. | 3,568 | $549,479.05 | $800,391.6 | $250,912.55 | 45.66% |
Craig Johnsen Fortitude Advisory Group LLC | 14,244 | $2.36M | $3.13M | $771,562.04 | 32.67% |
Jeffrey Gilbert Balboa Wealth Partners | 11,865 | $2.07M | $2.66M | $592,650.11 | 28.64% |
Edward Lowndes Angeles Wealth Management LLC | 248,948 | $37.38M | $54.76M | $17.37M | 46.47% |
Kevin Zemann WealthPlan Investment Management LLC | 4,233 | $780,684.31 | $931,048.35 | $150,364.04 | 19.26% |
Vito Collacuro Sutton Place Investors LLC | 4,479 | $692,044.29 | $985,156.05 | $293,111.76 | 42.35% |
| WIM Warwick Investment Management Inc. Warwick Investment Management Inc. | 415,845 | $75.97M | $91.47M | $15.5M | 20.4% |
Benjamin Cauley Carr Financial Group Corp. | 2,445 | $361,235.75 | $537,777.75 | $176,542 | 48.87% |
Michael Stulic Astoria Portfolio Advisors LLC | 1,890 | $413,248.48 | $415,705.5 | $2,457.02 | 0.59% |
| TL Tradewinds LLC Tradewinds LLC | 4,575 | $1M | $1.04M | $40,534.5 | 4.05% |
Leonid Berline ARMSTRONG ADVISORY GROUP Inc. | 2,204 | $335,272.01 | $484,769.8 | $149,497.79 | 44.59% |
Nolan Baker Retirement Guys Formula LLC | 9,099 | $1.58M | $2M | $421,457.1 | 26.68% |
Rosemarie Ranzie Stage Harbor Financial LLC | 16,322 | $2.58M | $3.66M | $1.09M | 42.14% |
Adam Schwallier Schwallier Wealth Management LLC | 72,415 | $12.21M | $16.48M | $4.27M | 34.97% |
Abraham Martinez Amara Financial LLC | 21,823 | $3.87M | $4.9M | $1.03M | 26.61% |