| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Kevin Zemann WealthPlan Investment Management LLC | 5,115 | $414,054.43 | $653,952.75 | $239,898.32 | 57.94% |
Michael Stulic Astoria Portfolio Advisors LLC | 2,525 | $308,305.71 | $322,821.25 | $14,515.54 | 4.71% |
| TL Tradewinds LLC Tradewinds LLC | 991 | $113,143.14 | $124,469.6 | $11,326.46 | 10.01% |
Leonid Berline ARMSTRONG ADVISORY GROUP Inc. | 7,908 | $733,074.2 | $1.01M | $277,963.6 | 37.92% |
Nolan Baker Retirement Guys Formula LLC | 11,276 | $1.06M | $1.44M | $380,945.4 | 35.91% |
| TD Teresa Douberly Ridgeline Wealth LLC | 1,711 | $197,295.5 | $218,751.35 | $21,455.85 | 10.87% |
John DeMarco Trajan Wealth LLC | 62,225 | $6.23M | $7.76M | $1.53M | 24.55% |
John Ritter Ritter Daniher Financial Advisory LLC / DE | 1,005 | $102,105.41 | $128,489.25 | $26,383.84 | 25.84% |
| BFG Bleakley Financial Group LLC Bleakley Financial Group LLC | 28,496 | $3.01M | $3.6M | $595,387.27 | 19.79% |
CJ Harrison DecisionPoint Financial LLC | 12 | $1,462.89 | $1,517.64 | $54.75 | 3.74% |
| JG John Ginter Callan Family Office LLC | 17,412 | $1.85M | $2.14M | $286,031.56 | 15.44% |
Rodrigo Diaz Plan Group Financial LLC | 23,414 | $2.34M | $2.99M | $649,150.24 | 27.69% |
| WCI W.H. Cornerstone Investments Inc. W.H. Cornerstone Investments Inc. | 3,271 | $352,588.38 | $411,328.25 | $58,739.87 | 16.66% |
Amna Ali Khan GDS Wealth Management | 2,730 | $249,121.4 | $340,294.5 | $91,173.1 | 36.6% |
Mark Mowrey Signature Resources Capital Management LLC | 9 | $1,231 | $1,150.65 | -$80.35 | -6.53% |
Daniel McEnroe Azimuth Capital Investment Management LLC | 2,050 | $224,003.5 | $255,532.5 | $31,529 | 14.08% |
| FWA FSM Wealth Advisors LLC FSM Wealth Advisors LLC | 1,654 | $217,138.66 | $211,463.9 | -$5,674.76 | -2.61% |
| TC Trent Curry bLong Financial LLC | 1,590 | $208,418 | $203,281.5 | -$5,136.5 | -2.46% |
Hajime Yamamoto Resona Asset Management Co. Ltd. | 166,220 | $14.96M | $21.25M | $6.29M | 42.03% |
Rachel Faulk Cape Investment Advisory Inc. | 1,868 | $255,614 | $236,245.96 | -$19,368.04 | -7.58% |