| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| WH William Herlihy RESOURCES MANAGEMENT Corp. /CT/ /ADV | 225 | $3,964.5 | $6,264 | $2,299.5 | 58% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 4,047 | $82,566.62 | $112,547.07 | $29,980.45 | 36.31% |
Jeff Ameen Spire Wealth Management | 14,773 | $330,749.48 | $409,950.75 | $79,201.27 | 23.95% |
James D. King Lindenwold Advisors Inc. | 15,434 | $316,088.32 | $428,293.5 | $112,205.18 | 35.5% |
Bobby Adusumilli SJS Investment Consulting Inc. | 1,074 | $25,733.04 | $30,609 | $4,875.96 | 18.95% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 32,808 | $795,603.61 | $905,500.8 | $109,897.19 | 13.81% |
Michael Capobianco MWA Asset Management | 12,443 | $214,640.97 | $345,417.68 | $130,776.71 | 60.93% |
Candace Cavalier Congress Wealth Management LLC / DE / | 17,059 | $277,498.34 | $473,899.02 | $196,400.68 | 70.78% |
Nabeed Zaman Eagle Strategies LLC | 180,843 | $4.28M | $5.12M | $843,532.43 | 19.73% |
David Mailloux WealthCare Investment Partners LLC | 12,472 | $298,829.12 | $345,162.6 | $46,333.48 | 15.51% |
Eric Lai Archvest Wealth Advisors Inc. | 10,391 | $315,574.67 | $292,091.01 | -$23,483.66 | -7.44% |
Emilie Camilleri Bryant Woods Investment Advisors LLC | 16,133 | $386,546.68 | $459,790.5 | $73,243.82 | 18.95% |
Daniel Bennett APS Management Group Inc. | 19,403 | $397,388.91 | $535,328.77 | $137,939.86 | 34.71% |
Leonid Berline ARMSTRONG ADVISORY GROUP Inc. | 27,803 | $638,338.31 | $767,362.8 | $129,024.49 | 20.21% |
John Ritter Ritter Daniher Financial Advisory LLC / DE | 155 | $4,707.35 | $4,278 | -$429.35 | -9.12% |
Jill Grimes Centurion Wealth Management LLC | 57,456 | $1.14M | $1.62M | $473,019.1 | 41.41% |
Victoria Latham Fiduciary Alliance LLC | 25,250 | $766,843 | $691,850 | -$74,993 | -9.78% |
Bepin Serraj Richard W. Paul & Associates LLC | 83 | $1,217.25 | $2,299.1 | $1,081.85 | 88.88% |
Walter J. West Milestone Asset Management LLC | 8,833 | $211,641 | $244,674.1 | $33,033.1 | 15.61% |
| NH Nathaniel Holden Core Wealth Partners LLC | 8,105 | $246,149 | $228,358.37 | -$17,790.63 | -7.23% |