| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Bepin Serraj Richard W. Paul & Associates LLC | 1,360 | $334,152.22 | $522,138 | $187,985.78 | 56.26% |
Jeffrey Hanson Breakwater Capital Group | 1,251 | $255,635.17 | $459,629.91 | $203,994.74 | 79.8% |
Paul L. Moffat Arista Wealth Management LLC | 4,647 | $1.29M | $1.71M | $413,943.35 | 32% |
| AEI Amy Elizabeth Ipsen Ipsen Advisor Group LLC | 2,053 | $398,022.68 | $754,292.73 | $356,270.05 | 89.51% |
Moises Valladares Insigneo Advisory Services LLC | 1,893 | $406,098.91 | $737,115.29 | $331,016.38 | 81.51% |
Konrad Czornij Manchester Global Management UKK) Ltd. | 154,343 | $34.1M | $60.1M | $26M | 76.24% |
Michael Radoff LGT Financial Advisors LLC | 26 | $5,638.42 | $9,552.66 | $3,914.24 | 69.42% |
Scott Highmark Mosaic Family Wealth Partners LLC | 5,291 | $2.01M | $2.01M | $1,011.65 | 0.05% |
Ashley Buboltz Moran Wealth Management LLC | 2,047 | $680,467.07 | $778,453.65 | $97,986.58 | 14.4% |
Daniel McGlinn Grey Fox Wealth Advisors LLC | 1,701 | $675,586 | $624,964.41 | -$50,621.59 | -7.49% |
Kun Gao Sherbrooke Park Advisers LLC | 786 | $193,120.18 | $288,784.26 | $95,664.08 | 49.54% |
Andrew Lewis Genesis Private Wealth LLC | 564 | $224,004 | $207,219.24 | -$16,784.76 | -7.49% |
| CWM Compass Wealth Management LLC Compass Wealth Management LLC | 2,868 | $1.14M | $1.1M | -$37,987.1 | -3.33% |
David Smith Linden Thomas Advisory Services LLC | 11,971 | $2.34M | $4.4M | $2.06M | 87.93% |
Ira Ravitz Beverly Hills Private Wealth LLC | 1,541 | $296,995.03 | $600,697.21 | $303,702.18 | 102.26% |
Paul B. Ordonio Park Place Capital Corp. | 908 | $185,583.09 | $353,566.13 | $167,983.04 | 90.52% |
Roland Vetter West Tower Group LLC | 2,000 | $794,340 | $734,820 | -$59,520 | -7.49% |
Jeffrey Steele Silverlake Wealth Management LLC | 977 | $195,216.02 | $370,673.8 | $175,457.78 | 89.88% |
Kevin Kroskey True Wealth Design LLC | 332 | $83,590.6 | $121,980.12 | $38,389.52 | 45.93% |
Jill Batley Gateway Wealth Partners LLC | 1,821 | $579,132 | $669,053.61 | $89,921.61 | 15.53% |