| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Sean Murray Quantum Financial Advisors LLC | 2,174 | $417,103.21 | $502,476.62 | $85,373.41 | 20.47% |
Edward Lowndes Angeles Wealth Management LLC | 5,878 | $1.22M | $1.36M | $138,698.88 | 11.37% |
Angela Cox W Advisors LLC | 2,073 | $322,000.98 | $481,454.25 | $159,453.27 | 49.52% |
Kevin Zemann WealthPlan Investment Management LLC | 29,333 | $6.24M | $6.87M | $631,581.87 | 10.13% |
Vito Collacuro Sutton Place Investors LLC | 1,608 | $319,970.96 | $375,612.72 | $55,641.76 | 17.39% |
| WIM Warwick Investment Management Inc. Warwick Investment Management Inc. | 3,583 | $574,097.63 | $835,018.15 | $260,920.52 | 45.45% |
Benjamin Cauley Carr Financial Group Corp. | 2,904 | $675,954.85 | $675,470.4 | -$484.45 | -0.07% |
James Rukstalis ESG Planning DBA Harper Investing | 818 | $237,056.09 | $190,332.24 | -$46,723.85 | -19.71% |
Michael Stulic Astoria Portfolio Advisors LLC | 862 | $242,403.01 | $200,639.12 | -$41,763.89 | -17.23% |
| TL Tradewinds LLC Tradewinds LLC | 5,091 | $1.44M | $1.18M | -$257,625.7 | -17.93% |
Joseph Wallace Wallace Advisory Group LLC | 1,417 | $244,523.14 | $331,294.6 | $86,771.46 | 35.49% |
Leonid Berline ARMSTRONG ADVISORY GROUP Inc. | 4,658 | $846,848 | $1.08M | $236,835.7 | 27.97% |
Nolan Baker Retirement Guys Formula LLC | 1,578 | $352,714.45 | $366,490.5 | $13,776.05 | 3.91% |
| CIG CHB Investment Group LLC CHB Investment Group LLC | 866 | $191,455.28 | $201,734.7 | $10,279.42 | 5.37% |
John DeMarco Trajan Wealth LLC | 28,847 | $6.26M | $6.72M | $466,024.64 | 7.45% |
Brad Saenz Coastwise Capital Group LLC | 1,517 | $246,858.92 | $353,946.44 | $107,087.52 | 43.38% |
| XV Xavier Volatier Transatlantique Private Wealth LLC | 7,730 | $1.2M | $1.79M | $586,969.51 | 48.78% |
Nadine Hofstetter Northwest Bank & Trust Co. | 4,609 | $633,713.95 | $1.07M | $432,808.65 | 68.3% |
Lori Fernicola Castle Wealth Management LLC | 905 | $254,495.04 | $211,851.45 | -$42,643.59 | -16.76% |
John Ritter Ritter Daniher Financial Advisory LLC / DE | 1,124 | $179,895.54 | $259,991.77 | $80,096.23 | 44.52% |