| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| MSN Melissa S. Nehrt Powers Advisory Group LLC | 3,510 | $247,694.71 | $293,962.5 | $46,267.79 | 18.68% |
| DR Daniel Ronan Catalyst Financial Partners LLC | 12,993 | $676,587.43 | $1.09M | $411,576.32 | 60.83% |
| AH Amanda Hawley Atria Wealth Solutions Inc. | 31,269 | $1.47M | $2.62M | $1.15M | 77.77% |
| LB Lincoln Bach Delap Wealth Advisory LLC | 17,987 | $924,233.32 | $1.51M | $582,177.93 | 62.99% |
| MH Matthew Heller Willner & Heller LLC | 5,133 | $258,423.84 | $429,888.75 | $171,464.91 | 66.35% |
| JG Jeffrey Gilbert Balboa Wealth Partners | 2,724 | $228,325.68 | $228,080.52 | -$245.16 | -0.11% |
| GMC Gary M. Coon Finer Wealth Management Inc. | 3,187 | $223,854.88 | $266,911.25 | $43,056.37 | 19.23% |
| SM Sean Murray Quantum Financial Advisors LLC | 5,424 | $324,161.63 | $454,260 | $130,098.37 | 40.13% |
| EL Edward Lowndes Angeles Wealth Management LLC | 50,683 | $3.45M | $4.24M | $796,199.49 | 23.09% |
| JMP James M. Perkins Quantum Private Wealth LLC | 2,750 | $220,330 | $230,257.5 | $9,927.5 | 4.51% |
| AC Angela Cox W Advisors LLC | 2,813 | $223,942.93 | $235,588.75 | $11,645.82 | 5.2% |
| KZ Kevin Zemann WealthPlan Investment Management LLC | 11,321 | $549,612.25 | $948,133.75 | $398,521.5 | 72.51% |
| VC Vito Collacuro Sutton Place Investors LLC | 3,238 | $259,591.75 | $271,182.5 | $11,590.75 | 4.46% |
| WIM Warwick Investment Management Inc. Warwick Investment Management Inc. | 6,033 | $395,846.32 | $505,263.75 | $109,417.43 | 27.64% |
| TL Tradewinds LLC Tradewinds LLC | 10,540 | $877,404.34 | $882,514.2 | $5,109.86 | 0.58% |
| JW Joseph Wallace Wallace Advisory Group LLC | 6,783 | $333,859.26 | $568,076.25 | $234,216.99 | 70.15% |
| LB Leonid Berline ARMSTRONG ADVISORY GROUP Inc. | 2,335 | $108,294.65 | $195,509.55 | $87,214.9 | 80.53% |
| JD John DeMarco Trajan Wealth LLC | 160,351 | $11.66M | $13.43M | $1.77M | 15.16% |
| BS Brad Saenz Coastwise Capital Group LLC | 7,606 | $433,331.17 | $637,002.5 | $203,671.33 | 47% |
| NH Nadine Hofstetter Northwest Bank & Trust Co. | 8,844 | $503,695.8 | $740,685 | $236,989.2 | 47.05% |