| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Timothy Gerlach Novem Group | 1,200 | $242,100 | $269,292 | $27,192 | 11.23% |
| MSN Melissa S. Nehrt Powers Advisory Group LLC | 8,109 | $1.37M | $1.82M | $455,400.45 | 33.32% |
Daniel Ronan Catalyst Financial Partners LLC | 2,525 | $479,354.64 | $566,635.25 | $87,280.61 | 18.21% |
Amanda Hawley Atria Wealth Solutions Inc. | 13,721 | $2.68M | $3.08M | $396,741.39 | 14.81% |
Jeffrey Gilbert Balboa Wealth Partners | 1,537 | $337,812.02 | $344,457.07 | $6,645.05 | 1.97% |
Sean Murray Quantum Financial Advisors LLC | 1,604 | $351,037.08 | $360,130.08 | $9,093 | 2.59% |
Edward Lowndes Angeles Wealth Management LLC | 5,043 | $979,376.91 | $1.13M | $153,154.81 | 15.64% |
Christoph Von Dem Bussche Financial Guidance Group Inc. | 1,032 | $219,970.8 | $230,476.56 | $10,505.76 | 4.78% |
James M. Perkins Quantum Private Wealth LLC | 1,233 | $226,854.08 | $276,290.64 | $49,436.56 | 21.79% |
Kevin Zemann WealthPlan Investment Management LLC | 1,481 | $321,919.91 | $332,025.39 | $10,105.48 | 3.14% |
Michael Stulic Astoria Portfolio Advisors LLC | 2,016 | $457,035.44 | $452,975.04 | -$4,060.4 | -0.89% |
| TL Tradewinds LLC Tradewinds LLC | 24,432 | $5.44M | $5.5M | $61,237.22 | 1.13% |
Joseph Wallace Wallace Advisory Group LLC | 993 | $218,191.87 | $225,018.76 | $6,826.89 | 3.13% |
Leonid Berline ARMSTRONG ADVISORY GROUP Inc. | 7,854 | $1.23M | $1.74M | $509,729.82 | 41.34% |
Nolan Baker Retirement Guys Formula LLC | 6,177 | $1.35M | $1.39M | $44,001.43 | 3.27% |
| DAL Drake & Associates LLC Drake & Associates LLC | 4,016 | $863,573.79 | $897,495.68 | $33,921.89 | 3.93% |
Lori Fernicola Castle Wealth Management LLC | 933 | $215,878.01 | $211,025.94 | -$4,852.07 | -2.25% |
| BFG Bleakley Financial Group LLC Bleakley Financial Group LLC | 14,762 | $2.78M | $3.27M | $490,201.19 | 17.61% |
CJ Harrison DecisionPoint Financial LLC | 25 | $4,569.85 | $5,604.75 | $1,034.9 | 22.65% |
| JG John Ginter Callan Family Office LLC | 16,252 | $3.62M | $3.63M | $12,687.31 | 0.35% |