| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Leonid Berline ARMSTRONG ADVISORY GROUP Inc. | 2,773 | $71,194.39 | $90,288.88 | $19,094.49 | 26.82% |
Brad Saenz Coastwise Capital Group LLC | 12,657 | $288,820.43 | $414,326.89 | $125,506.46 | 43.45% |
Rosemarie Ranzie Stage Harbor Financial LLC | 178,629 | $4.27M | $5.81M | $1.54M | 36.06% |
Lori Fernicola Castle Wealth Management LLC | 8,785 | $181,410.25 | $287,576.97 | $106,166.72 | 58.52% |
| BFG Bleakley Financial Group LLC Bleakley Financial Group LLC | 95,451 | $2.78M | $3.11M | $327,424.78 | 11.78% |
Mark Mowrey Signature Resources Capital Management LLC | 1,669 | $46,847.77 | $54,275.88 | $7,428.11 | 15.86% |
| FWA FSM Wealth Advisors LLC FSM Wealth Advisors LLC | 16,050 | $499,155 | $522,507.75 | $23,352.75 | 4.68% |
Rachel Faulk Cape Investment Advisory Inc. | 3,655 | $113,709.03 | $119,079.9 | $5,370.87 | 4.72% |
| DT Desaree Tatum Heritage Wealth Management Inc. | 35,826 | $1.11M | $1.17M | $53,380.34 | 4.79% |
| CGL Chester Gary Lloyd Coston, McIsaac & Partners | 537 | $12,845.04 | $17,428.33 | $4,583.29 | 35.68% |
Vyoma Patel Strata Wealth Advisors LLC | 617,597 | $13.56M | $20.08M | $6.53M | 48.17% |
Mariana Coli Dunhill Financial LLC | 2,049 | $48,377 | $66,756.42 | $18,379.42 | 37.99% |
Lukas Lindgren Abound Wealth Management | 16,115 | $369,166.52 | $524,946.12 | $155,779.6 | 42.2% |
Drew Phillips Fortitude Family Office LLC | 155,673 | $3.8M | $5.07M | $1.27M | 33.38% |
Matthew Zienty Cardinal Point Capital Management ULC | 6,637 | $206,411 | $216,200.27 | $9,789.27 | 4.74% |
Jill Grimes Centurion Wealth Management LLC | 173,299 | $5.45M | $5.65M | $194,089.4 | 3.56% |
Bert D. Barre Colonial Trust Co. / SC | 71,017 | $1.89M | $2.31M | $425,610.51 | 22.53% |
Bridget Davis Cedar Point Capital Partners LLC | 423,019 | $8.98M | $13.78M | $4.81M | 53.55% |
Holly Skipper Verum Partners LLC | 186,856 | $4.03M | $6.11M | $2.08M | 51.48% |
Belena Vincetti Fortis Capital Advisors LLC | 1.15M | $27.46M | $37.37M | $9.91M | 36.09% |