| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Daniel Ronan Catalyst Financial Partners LLC | 23,293 | $952,987.64 | $1.09M | $137,357.69 | 14.41% |
Amanda Hawley Atria Wealth Solutions Inc. | 193,712 | $8.82M | $9.07M | $250,340.62 | 2.84% |
Eric Dahm Range Financial Group LLC | 101,387 | $4.22M | $4.75M | $523,008.37 | 12.39% |
Craig Johnsen Fortitude Advisory Group LLC | 7,644 | $302,722.01 | $357,815.64 | $55,093.63 | 18.2% |
Jeffrey Gilbert Balboa Wealth Partners | 31,356 | $1.33M | $1.48M | $148,940.52 | 11.23% |
Gary M. Coon Finer Wealth Management Inc. | 69,626 | $3.31M | $3.26M | -$51,251.28 | -1.55% |
Sean Murray Quantum Financial Advisors LLC | 11,767 | $436,225.94 | $550,813.27 | $114,587.33 | 26.27% |
Edward Lowndes Angeles Wealth Management LLC | 14,151 | $570,731.67 | $662,408.31 | $91,676.64 | 16.06% |
Angela Cox W Advisors LLC | 15,633 | $754,145.72 | $731,780.73 | -$22,364.99 | -2.97% |
Kevin Zemann WealthPlan Investment Management LLC | 121,780 | $4.4M | $5.7M | $1.3M | 29.6% |
Michael Stulic Astoria Portfolio Advisors LLC | 11,021 | $482,777.12 | $515,893.01 | $33,115.89 | 6.86% |
Mary Lecca ARGONAUTICA PRIVATE WEALTH MANAGEMENT Inc. | 5,081 | $209,753.45 | $237,841.61 | $28,088.16 | 13.39% |
| TL Tradewinds LLC Tradewinds LLC | 1,980 | $87,022.87 | $95,990.4 | $8,967.53 | 10.3% |
Joseph Wallace Wallace Advisory Group LLC | 18,974 | $820,190.23 | $888,172.94 | $67,982.71 | 8.29% |
Leonid Berline ARMSTRONG ADVISORY GROUP Inc. | 32,696 | $1.3M | $1.53M | $233,914.36 | 18.04% |
Nolan Baker Retirement Guys Formula LLC | 9,986 | $443,150.4 | $467,444.66 | $24,294.26 | 5.48% |
John DeMarco Trajan Wealth LLC | 688,280 | $29.06M | $32.34M | $3.27M | 11.27% |
Brad Saenz Coastwise Capital Group LLC | 54,261 | $2.45M | $2.54M | $85,435.52 | 3.48% |
Nadine Hofstetter Northwest Bank & Trust Co. | 820 | $33,403.07 | $38,384.2 | $4,981.13 | 14.91% |
John Ritter Ritter Daniher Financial Advisory LLC / DE | 1,454 | $59,439.23 | $68,061.74 | $8,622.51 | 14.51% |