| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Tu Tran Crosspoint Financial LLC | 7,723 | $2.4M | $4.1M | $1.71M | 71.2% |
Matthew Heller Willner & Heller LLC | 4,328 | $1.53M | $2.3M | $771,376.94 | 50.42% |
Ryan Cahill Cahill Wealth Management LLC | 3,672 | $1.57M | $1.94M | $368,799.19 | 23.47% |
Stephen Kenney Gray Private Wealth LLC | 1,188 | $522,315.12 | $628,030.26 | $105,715.14 | 20.24% |
Craig Johnsen Fortitude Advisory Group LLC | 4,582 | $2.17M | $2.41M | $245,040.12 | 11.32% |
Jeffrey Gilbert Balboa Wealth Partners | 14,051 | $5.58M | $7.43M | $1.85M | 33.26% |
Gary M. Coon Finer Wealth Management Inc. | 853 | $408,757.6 | $453,915.42 | $45,157.82 | 11.05% |
Sean Murray Quantum Financial Advisors LLC | 2,673 | $1.11M | $1.41M | $301,489.32 | 27.08% |
Edward Lowndes Angeles Wealth Management LLC | 26,682 | $11.75M | $14.11M | $2.37M | 20.13% |
Christoph Von Dem Bussche Financial Guidance Group Inc. | 788 | $382,938.68 | $416,064 | $33,125.32 | 8.65% |
James M. Perkins Quantum Private Wealth LLC | 3,919 | $2.08M | $2.08M | $213.58 | 0.01% |
Angela Cox W Advisors LLC | 1,098 | $405,363.53 | $583,861.5 | $178,497.97 | 44.03% |
Bradley J. Lineberger Seaside Wealth Management Inc. | 550 | $236,574.72 | $284,006.25 | $47,431.53 | 20.05% |
Kevin Zemann WealthPlan Investment Management LLC | 47,825 | $19.75M | $25.16M | $5.41M | 27.36% |
Vito Collacuro Sutton Place Investors LLC | 2,657 | $1.13M | $1.41M | $275,210.14 | 24.26% |
| WIM Warwick Investment Management Inc. Warwick Investment Management Inc. | 2,820 | $1.24M | $1.5M | $261,493.24 | 21.17% |
Benjamin Cauley Carr Financial Group Corp. | 1,239 | $495,143.52 | $658,330.26 | $163,186.74 | 32.96% |
Michael Stulic Astoria Portfolio Advisors LLC | 1,531 | $803,709.25 | $808,513.44 | $4,804.19 | 0.6% |
David W. Chenet Presidio Capital Management LLC | 51,962 | $19.97M | $27.43M | $7.46M | 37.37% |
Joseph Wallace Wallace Advisory Group LLC | 727 | $375,436.35 | $386,923.92 | $11,487.57 | 3.06% |