| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| LV Leah Vaden Redwood Financial Network Corp. | 2,765 | $441,511.62 | $515,810.75 | $74,299.13 | 16.83% |
Matthew Heller Willner & Heller LLC | 2,469 | $318,921.46 | $485,973.27 | $167,051.81 | 52.38% |
Craig Johnsen Fortitude Advisory Group LLC | 4,730 | $709,886.21 | $931,005.9 | $221,119.69 | 31.15% |
Jeffrey Gilbert Balboa Wealth Partners | 6,076 | $1M | $1.13M | $130,753.44 | 13.04% |
Gary M. Coon Finer Wealth Management Inc. | 15,423 | $1.99M | $3.04M | $1.05M | 52.78% |
Sean Murray Quantum Financial Advisors LLC | 3,094 | $509,851.71 | $608,992.02 | $99,140.31 | 19.44% |
Edward Lowndes Angeles Wealth Management LLC | 16,272 | $2.69M | $3.2M | $510,907.13 | 18.98% |
James M. Perkins Quantum Private Wealth LLC | 2,327 | $360,239.36 | $458,023.41 | $97,784.05 | 27.14% |
Angela Cox W Advisors LLC | 3,218 | $412,167.07 | $633,398.94 | $221,231.87 | 53.68% |
Bradley J. Lineberger Seaside Wealth Management Inc. | 1,565 | $290,808.32 | $297,975.98 | $7,167.66 | 2.46% |
Kevin Zemann WealthPlan Investment Management LLC | 72,170 | $11.24M | $14.21M | $2.97M | 26.4% |
Vito Collacuro Sutton Place Investors LLC | 1,949 | $304,226.85 | $367,386.5 | $63,159.65 | 20.76% |
| WIM Warwick Investment Management Inc. Warwick Investment Management Inc. | 6,391 | $1.03M | $1.26M | $228,648.5 | 22.21% |
James Rukstalis ESG Planning DBA Harper Investing | 1,652 | $328,834.6 | $325,163.16 | -$3,671.44 | -1.12% |
Mary Lecca ARGONAUTICA PRIVATE WEALTH MANAGEMENT Inc. | 12,480 | $2.22M | $2.46M | $234,190.26 | 10.54% |
Joseph Wallace Wallace Advisory Group LLC | 41,887 | $7.45M | $8.24M | $798,411.57 | 10.72% |
Leonid Berline ARMSTRONG ADVISORY GROUP Inc. | 4,673 | $810,775.1 | $919,786.59 | $109,011.49 | 13.45% |
Nolan Baker Retirement Guys Formula LLC | 1,244 | $257,383.59 | $244,856.52 | -$12,527.07 | -4.87% |
John DeMarco Trajan Wealth LLC | 45,769 | $7.44M | $9M | $1.56M | 20.99% |
Brad Saenz Coastwise Capital Group LLC | 9,558 | $1.55M | $1.88M | $330,049.99 | 21.28% |