| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jeffrey Gilbert Balboa Wealth Partners | 2,018 | $208,762.1 | $182,407.02 | -$26,355.08 | -12.62% |
Sean Murray Quantum Financial Advisors LLC | 6,493 | $515,284.48 | $568,462.15 | $53,177.67 | 10.32% |
Edward Lowndes Angeles Wealth Management LLC | 3,443 | $356,178.35 | $311,212.77 | -$44,965.58 | -12.62% |
Kevin Zemann WealthPlan Investment Management LLC | 1,972 | $204,003.4 | $178,249.08 | -$25,754.32 | -12.62% |
Vito Collacuro Sutton Place Investors LLC | 2,736 | $283,039.2 | $247,307.04 | -$35,732.16 | -12.62% |
Joseph Wallace Wallace Advisory Group LLC | 3,960 | $258,211.4 | $357,944.4 | $99,733 | 38.62% |
Leonid Berline ARMSTRONG ADVISORY GROUP Inc. | 1,571 | $119,148.41 | $144,641.97 | $25,493.56 | 21.4% |
Abraham Martinez Amara Financial LLC | 2,295 | $144,309.53 | $210,382.65 | $66,073.12 | 45.79% |
| XV Xavier Volatier Transatlantique Private Wealth LLC | 6,991 | $499,042.6 | $612,062.05 | $113,019.45 | 22.65% |
Nadine Hofstetter Northwest Bank & Trust Co. | 15,630 | $1.08M | $1.37M | $284,242.41 | 26.22% |
| MK Malinda Khauv Cercano Management LLC | 2,155 | $222,935 | $194,790.45 | -$28,144.55 | -12.62% |
John Ritter Ritter Daniher Financial Advisory LLC / DE | 73 | $5,755.58 | $6,598.47 | $842.89 | 14.64% |
William Cantus Pacific Sage Partners LLC | 1,951 | $201,831 | $176,350.89 | -$25,480.11 | -12.62% |
| BFG Bleakley Financial Group LLC Bleakley Financial Group LLC | 101,852 | $9.39M | $9.39M | $3,110.99 | 0.03% |
CJ Harrison DecisionPoint Financial LLC | 55 | $3,827.24 | $5,091.9 | $1,264.66 | 33.04% |
| JG John Ginter Callan Family Office LLC | 164,995 | $11.21M | $15.19M | $3.98M | 35.52% |
Rodrigo Diaz Plan Group Financial LLC | 4,165 | $255,987.11 | $364,645.75 | $108,658.64 | 42.45% |
Linda M. Dagilus Greenfield Savings Bank | 8,156 | $661,068.26 | $737,220.84 | $76,152.58 | 11.52% |
Jonmichael Dolgetta Advanced Portfolio Management LLC | 5,555 | $440,845 | $507,865.87 | $67,020.87 | 15.2% |
Mark Mowrey Signature Resources Capital Management LLC | 2 | $207 | $184.1 | -$22.9 | -11.06% |