| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| FFG Fiduciary Financial Group LLC Fiduciary Financial Group LLC | 13,903 | $880,888.89 | $1.2M | $321,025.46 | 36.44% |
Mark Fiskio Empirical Asset Management LLC | 13,130 | $929,209.93 | $1.15M | $216,185.62 | 23.27% |
Timothy Gerlach Novem Group | 4,866 | $351,453.98 | $420,665.7 | $69,211.72 | 19.69% |
| MSN Melissa S. Nehrt Powers Advisory Group LLC | 3,739 | $266,610.18 | $323,236.55 | $56,626.37 | 21.24% |
Daniel Ronan Catalyst Financial Partners LLC | 14,111 | $767,263.4 | $1.22M | $452,632.55 | 58.99% |
Amanda Hawley Atria Wealth Solutions Inc. | 31,269 | $1.47M | $2.7M | $1.23M | 83.55% |
Lincoln Bach Delap Wealth Advisory LLC | 17,987 | $924,233.32 | $1.55M | $630,742.83 | 68.24% |
Matthew Heller Willner & Heller LLC | 4,838 | $243,903.94 | $418,245.1 | $174,341.16 | 71.48% |
Gary M. Coon Finer Wealth Management Inc. | 3,187 | $223,854.88 | $275,516.15 | $51,661.27 | 23.08% |
Sean Murray Quantum Financial Advisors LLC | 4,983 | $298,601.27 | $430,780.35 | $132,179.08 | 44.27% |
Edward Lowndes Angeles Wealth Management LLC | 50,781 | $3.46M | $4.39M | $933,416.97 | 27% |
Angela Cox W Advisors LLC | 2,813 | $223,942.93 | $243,183.85 | $19,240.92 | 8.59% |
Kevin Zemann WealthPlan Investment Management LLC | 11,531 | $566,966.65 | $996,854.95 | $429,888.3 | 75.82% |
Vito Collacuro Sutton Place Investors LLC | 3,185 | $255,345.39 | $284,006.45 | $28,661.06 | 11.22% |
| WIM Warwick Investment Management Inc. Warwick Investment Management Inc. | 4,501 | $307,051.6 | $389,111.45 | $82,059.85 | 26.73% |
| TL Tradewinds LLC Tradewinds LLC | 10,540 | $877,404.34 | $911,183 | $33,778.66 | 3.85% |
Joseph Wallace Wallace Advisory Group LLC | 6,879 | $341,501.66 | $594,689.55 | $253,187.89 | 74.14% |
Leonid Berline ARMSTRONG ADVISORY GROUP Inc. | 2,335 | $108,294.65 | $201,860.75 | $93,566.1 | 86.4% |
John DeMarco Trajan Wealth LLC | 160,351 | $11.66M | $13.86M | $2.2M | 18.87% |
Brad Saenz Coastwise Capital Group LLC | 7,610 | $433,661.73 | $657,884.5 | $224,222.77 | 51.7% |