| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Mark Fiskio Empirical Asset Management LLC | 12,591 | $1.01M | $1.13M | $118,902.75 | 11.81% |
Timothy Gerlach Novem Group | 227,982 | $16.05M | $19.42M | $3.38M | 21.04% |
Christopher Warner WARNER FINANCIAL Inc. | 394,862 | $20.7M | $33.64M | $12.94M | 62.51% |
Jim Clark Worth Asset Management LLC | 55,276 | $4.71M | $4.71M | $1,087.76 | 0.02% |
Amanda Hawley Atria Wealth Solutions Inc. | 380,916 | $15.62M | $32.45M | $16.83M | 107.77% |
Lincoln Bach Delap Wealth Advisory LLC | 3,096 | $226,215.43 | $263,779.2 | $37,563.77 | 16.61% |
| LV Leah Vaden Redwood Financial Network Corp. | 12,583 | $644,955.29 | $1.12M | $479,839.08 | 74.4% |
Matthew Heller Willner & Heller LLC | 12,022 | $638,821.66 | $1.02M | $385,452.74 | 60.34% |
Craig Johnsen Fortitude Advisory Group LLC | 10,630 | $819,595.36 | $905,676 | $86,080.64 | 10.5% |
Jeffrey Gilbert Balboa Wealth Partners | 16,748 | $1.21M | $1.5M | $286,758.26 | 23.69% |
Edward Lowndes Angeles Wealth Management LLC | 156,149 | $7.91M | $13.3M | $5.39M | 68.17% |
| JMJ James Mark Joseph SENTINEL WEALTH MANAGEMENT Inc. | 16,134 | $1.18M | $1.44M | $263,306.88 | 22.33% |
Angela Cox W Advisors LLC | 11,689 | $561,210.2 | $995,902.8 | $434,692.6 | 77.46% |
Kevin Zemann WealthPlan Investment Management LLC | 14,995 | $1.07M | $1.28M | $209,229.35 | 19.58% |
Vito Collacuro Sutton Place Investors LLC | 59,119 | $3.19M | $5.24M | $2.05M | 64.28% |
| WIM Warwick Investment Management Inc. Warwick Investment Management Inc. | 629,625 | $49.03M | $53.64M | $4.62M | 9.42% |
Benjamin Cauley Carr Financial Group Corp. | 5,238 | $217,759.37 | $464,401.08 | $246,641.71 | 113.26% |
Michael Stulic Astoria Portfolio Advisors LLC | 6,876 | $592,298.64 | $585,835.2 | -$6,463.44 | -1.09% |
| TL Tradewinds LLC Tradewinds LLC | 3,548 | $305,624.72 | $316,978.32 | $11,353.6 | 3.71% |
Leonid Berline ARMSTRONG ADVISORY GROUP Inc. | 12,852 | $727,249.98 | $1.09M | $367,740.42 | 50.57% |