| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Timothy Gerlach Novem Group | 23,751 | $1.24M | $1.33M | $88,587.17 | 7.13% |
Christopher Warner WARNER FINANCIAL Inc. | 72,757 | $2.92M | $4.08M | $1.15M | 39.47% |
Jim Clark Worth Asset Management LLC | 3,799 | $207,197.46 | $213,047.92 | $5,850.46 | 2.82% |
Amanda Hawley Atria Wealth Solutions Inc. | 143,773 | $6.98M | $8.06M | $1.08M | 15.47% |
| LV Leah Vaden Redwood Financial Network Corp. | 38,384 | $1.46M | $2.15M | $691,846.33 | 47.42% |
Stephen Kenney Gray Private Wealth LLC | 4,988 | $210,577.39 | $277,507.38 | $66,929.99 | 31.78% |
Jeffrey Gilbert Balboa Wealth Partners | 18,183 | $715,308.31 | $1.02M | $300,030.41 | 41.94% |
Edward Lowndes Angeles Wealth Management LLC | 20,968 | $1.11M | $1.17M | $61,804.61 | 5.58% |
Angela Cox W Advisors LLC | 4,059 | $202,178.79 | $227,506.95 | $25,328.16 | 12.53% |
Benjamin Cauley Carr Financial Group Corp. | 11,489 | $571,721.21 | $644,015.89 | $72,294.68 | 12.65% |
Leonid Berline ARMSTRONG ADVISORY GROUP Inc. | 349,320 | $12.82M | $19.46M | $6.64M | 51.79% |
| XV Xavier Volatier Transatlantique Private Wealth LLC | 14,300 | $486,522.1 | $801,300.5 | $314,778.4 | 64.7% |
| BFG Bleakley Financial Group LLC Bleakley Financial Group LLC | 45,002 | $1.77M | $2.5M | $736,883.19 | 41.71% |
| JB Jodi Burnett Invictus Private Wealth LLC | 944,769 | $35.72M | $52.73M | $17M | 47.6% |
Mark Mowrey Signature Resources Capital Management LLC | 148 | $8,105.94 | $8,236.94 | $131 | 1.62% |
Laura Schmidt Higgins & Schmidt Wealth Strategies LLC | 4,206 | $226,605.64 | $234,105.96 | $7,500.32 | 3.31% |
| GPB Greg P. Benner Vertex Planning Partners LLC | 9,519 | $486,916.22 | $533,539.95 | $46,623.73 | 9.58% |
| FWA FSM Wealth Advisors LLC FSM Wealth Advisors LLC | 8,248 | $386,668.85 | $461,846.76 | $75,177.91 | 19.44% |
Anita Woodhouse V-Square Quantitative Management LLC | 585 | $31,362 | $32,798.02 | $1,436.02 | 4.58% |
Rachel Faulk Cape Investment Advisory Inc. | 5,675 | $277,429.54 | $318,027 | $40,597.46 | 14.63% |