| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Matthew Heller Willner & Heller LLC | 1,812 | $345,886.82 | $618,770.82 | $272,884 | 78.89% |
Eric Dahm Range Financial Group LLC | 9,946 | $2.85M | $3.38M | $529,525.04 | 18.56% |
Stephen Kenney Gray Private Wealth LLC | 1,186 | $210,416.39 | $408,078.88 | $197,662.49 | 93.94% |
Craig Johnsen Fortitude Advisory Group LLC | 4,960 | $742,490.94 | $1.71M | $968,262.66 | 130.41% |
Jeffrey Gilbert Balboa Wealth Partners | 42,276 | $5.18M | $14.27M | $9.09M | 175.64% |
Gary M. Coon Finer Wealth Management Inc. | 5,860 | $924,949.41 | $1.97M | $1.05M | 113.45% |
Sean Murray Quantum Financial Advisors LLC | 10,922 | $1.48M | $3.71M | $2.23M | 150.85% |
Edward Lowndes Angeles Wealth Management LLC | 58,140 | $11.48M | $19.66M | $8.18M | 71.26% |
James M. Perkins Quantum Private Wealth LLC | 43,613 | $6.36M | $14.94M | $8.58M | 134.79% |
Angela Cox W Advisors LLC | 2,156 | $239,738.04 | $736,338.68 | $496,600.64 | 207.14% |
Kevin Zemann WealthPlan Investment Management LLC | 74,385 | $11.69M | $25.66M | $13.97M | 119.52% |
Vito Collacuro Sutton Place Investors LLC | 3,850 | $669,053.28 | $1.31M | $643,180.72 | 96.13% |
| WIM Warwick Investment Management Inc. Warwick Investment Management Inc. | 3,568 | $570,507.89 | $1.22M | $647,910.59 | 113.57% |
Benjamin Cauley Carr Financial Group Corp. | 8,867 | $1.39M | $3.02M | $1.63M | 117.76% |
James Rukstalis ESG Planning DBA Harper Investing | 3,148 | $1.01M | $1.09M | $72,898.87 | 7.2% |
Michael Stulic Astoria Portfolio Advisors LLC | 3,074 | $835,644.64 | $1.04M | $205,703.6 | 24.62% |
David W. Chenet Presidio Capital Management LLC | 4,121 | $861,537.7 | $1.42M | $560,207.3 | 65.02% |
Mary Lecca ARGONAUTICA PRIVATE WEALTH MANAGEMENT Inc. | 6,363 | $968,830.38 | $2.17M | $1.2M | 123.91% |
| TL Tradewinds LLC Tradewinds LLC | 894 | $217,733.58 | $304,004.7 | $86,271.12 | 39.62% |
Joseph Wallace Wallace Advisory Group LLC | 1,962 | $209,717.66 | $669,002.76 | $459,285.1 | 219% |