| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Edward Lowndes Angeles Wealth Management LLC | 6,908 | $587,506.53 | $857,213.72 | $269,707.19 | 45.91% |
Angela Cox W Advisors LLC | 2,079 | $179,902.29 | $262,868.76 | $82,966.47 | 46.12% |
Kevin Zemann WealthPlan Investment Management LLC | 3,807 | $386,481.3 | $469,060.47 | $82,579.17 | 21.37% |
Vito Collacuro Sutton Place Investors LLC | 1,986 | $231,716.82 | $250,047.33 | $18,330.51 | 7.91% |
| WIM Warwick Investment Management Inc. Warwick Investment Management Inc. | 2,108 | $219,384.86 | $265,407.74 | $46,022.88 | 20.98% |
Benjamin Cauley Carr Financial Group Corp. | 1,720 | $240,706 | $217,640.2 | -$23,065.8 | -9.58% |
Michael Stulic Astoria Portfolio Advisors LLC | 2,882 | $356,716.38 | $359,298.94 | $2,582.56 | 0.72% |
Mary Lecca ARGONAUTICA PRIVATE WEALTH MANAGEMENT Inc. | 3,078 | $195,297.96 | $389,474.73 | $194,176.77 | 99.43% |
| TL Tradewinds LLC Tradewinds LLC | 4,237 | $593,010.56 | $535,726.28 | -$57,284.28 | -9.66% |
Joseph Wallace Wallace Advisory Group LLC | 2,256 | $148,979.92 | $283,985.28 | $135,005.36 | 90.62% |
Leonid Berline ARMSTRONG ADVISORY GROUP Inc. | 1,270 | $93,165.84 | $155,829 | $62,663.16 | 67.26% |
John DeMarco Trajan Wealth LLC | 65,944 | $4.72M | $8.31M | $3.59M | 76.04% |
Brad Saenz Coastwise Capital Group LLC | 5,259 | $237,962.54 | $662,055.51 | $424,092.97 | 178.22% |
| XV Xavier Volatier Transatlantique Private Wealth LLC | 19,280 | $1.07M | $2.44M | $1.37M | 127.69% |
Lori Fernicola Castle Wealth Management LLC | 1,695 | $237,232.22 | $213,383.55 | -$23,848.67 | -10.05% |
John Ritter Ritter Daniher Financial Advisory LLC / DE | 23 | $2,683.87 | $2,849.81 | $165.94 | 6.18% |
| BFG Bleakley Financial Group LLC Bleakley Financial Group LLC | 54,959 | $4.81M | $6.71M | $1.9M | 39.36% |
CJ Harrison DecisionPoint Financial LLC | 25 | $2,749.76 | $3,079.75 | $329.99 | 12% |
| JG John Ginter Callan Family Office LLC | 52,344 | $5.52M | $6.44M | $916,532.13 | 16.6% |
Linda M. Dagilus Greenfield Savings Bank | 4,152 | $192,939.52 | $522,757.56 | $329,818.04 | 170.94% |