| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jeffrey Gilbert Balboa Wealth Partners | 2,305 | $660,208.88 | $544,694.55 | -$115,514.33 | -17.5% |
Gary M. Coon Finer Wealth Management Inc. | 1,004 | $222,391.88 | $224,544.59 | $2,152.71 | 0.97% |
Sean Murray Quantum Financial Advisors LLC | 2,174 | $417,103.21 | $486,215.08 | $69,111.87 | 16.57% |
Edward Lowndes Angeles Wealth Management LLC | 5,878 | $1.22M | $1.31M | $94,848.94 | 7.78% |
Angela Cox W Advisors LLC | 2,073 | $322,000.98 | $463,626.43 | $141,625.45 | 43.98% |
Kevin Zemann WealthPlan Investment Management LLC | 29,394 | $6.24M | $6.57M | $329,549.42 | 5.28% |
Vito Collacuro Sutton Place Investors LLC | 1,608 | $319,970.96 | $374,245.92 | $54,274.96 | 16.96% |
| WIM Warwick Investment Management Inc. Warwick Investment Management Inc. | 3,583 | $574,097.63 | $801,337.91 | $227,240.28 | 39.58% |
Benjamin Cauley Carr Financial Group Corp. | 2,904 | $675,954.85 | $675,876.96 | -$77.89 | -0.01% |
James Rukstalis ESG Planning DBA Harper Investing | 818 | $237,056.09 | $182,945.69 | -$54,110.4 | -22.83% |
Michael Stulic Astoria Portfolio Advisors LLC | 862 | $242,403.01 | $192,786.29 | -$49,616.72 | -20.47% |
| TL Tradewinds LLC Tradewinds LLC | 5,091 | $1.44M | $1.19M | -$243,676.31 | -16.96% |
Joseph Wallace Wallace Advisory Group LLC | 1,418 | $244,664.03 | $317,135.69 | $72,471.66 | 29.62% |
Leonid Berline ARMSTRONG ADVISORY GROUP Inc. | 3,083 | $500,354.86 | $689,512.92 | $189,158.06 | 37.8% |
Nolan Baker Retirement Guys Formula LLC | 1,578 | $352,714.45 | $352,919.68 | $205.23 | 0.06% |
| CIG CHB Investment Group LLC CHB Investment Group LLC | 866 | $191,455.28 | $193,680.89 | $2,225.61 | 1.16% |
John DeMarco Trajan Wealth LLC | 28,847 | $6.26M | $6.81M | $550,546.35 | 8.8% |
Brad Saenz Coastwise Capital Group LLC | 1,517 | $246,858.92 | $339,277.03 | $92,418.11 | 37.44% |
| XV Xavier Volatier Transatlantique Private Wealth LLC | 7,730 | $1.2M | $1.73M | $525,515.93 | 43.67% |
Nadine Hofstetter Northwest Bank & Trust Co. | 4,609 | $633,713.95 | $1.03M | $397,088.85 | 62.66% |