| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Daniel Ronan Catalyst Financial Partners LLC | 33,329 | $2.45M | $3.71M | $1.25M | 51.16% |
Amanda Hawley Atria Wealth Solutions Inc. | 152,906 | $7.8M | $17M | $9.21M | 118.12% |
Lincoln Bach Delap Wealth Advisory LLC | 24,994 | $1.98M | $2.78M | $799,960.88 | 40.41% |
| LV Leah Vaden Redwood Financial Network Corp. | 2,713 | $144,138.85 | $303,367.66 | $159,228.81 | 110.47% |
Matthew Heller Willner & Heller LLC | 8,785 | $472,028.28 | $976,892 | $504,863.72 | 106.96% |
Ryan Cahill Cahill Wealth Management LLC | 2,705 | $218,908.75 | $300,796 | $81,887.25 | 37.41% |
Eric Dahm Range Financial Group LLC | 1,774 | $197,641.34 | $197,268.8 | -$372.54 | -0.19% |
Craig Johnsen Fortitude Advisory Group LLC | 10,732 | $683,071.5 | $1.19M | $510,326.9 | 74.71% |
Jeffrey Gilbert Balboa Wealth Partners | 9,631 | $835,402.27 | $1.09M | $249,626.19 | 29.88% |
Gary M. Coon Finer Wealth Management Inc. | 49,156 | $2.55M | $5.47M | $2.92M | 114.51% |
Sean Murray Quantum Financial Advisors LLC | 12,071 | $790,530.02 | $1.34M | $551,765.18 | 69.8% |
Edward Lowndes Angeles Wealth Management LLC | 25,437 | $2.1M | $2.83M | $732,167.31 | 34.92% |
Christoph Von Dem Bussche Financial Guidance Group Inc. | 1,980 | $204,058.8 | $220,176 | $16,117.2 | 7.9% |
Angela Cox W Advisors LLC | 15,662 | $932,955.97 | $1.74M | $808,658.43 | 86.68% |
Bradley J. Lineberger Seaside Wealth Management Inc. | 6,310 | $307,871.74 | $703,880.5 | $396,008.76 | 128.63% |
Kevin Zemann WealthPlan Investment Management LLC | 137,070 | $9.43M | $15.24M | $5.81M | 61.62% |
Vito Collacuro Sutton Place Investors LLC | 4,554 | $319,702.54 | $509,911.38 | $190,208.84 | 59.5% |
| WIM Warwick Investment Management Inc. Warwick Investment Management Inc. | 7,276 | $493,482.04 | $809,091.2 | $315,609.16 | 63.96% |
Benjamin Cauley Carr Financial Group Corp. | 11,661 | $875,200.09 | $1.31M | $430,482.08 | 49.19% |
James Rukstalis ESG Planning DBA Harper Investing | 8,017 | $981,354.54 | $891,490.4 | -$89,864.14 | -9.16% |