| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Hovig Melkonian LAZARI CAPITAL MANAGEMENT, INC. | 9,352 | $679,340.99 | $918,834 | $239,493.01 | 35.25% |
Melissa Imbrogno BROWN WEALTH MANAGEMENT, LLC | 28,989 | $2.03M | $2.85M | $820,375.07 | 40.46% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 26,318 | $2.16M | $2.59M | $429,258.63 | 19.91% |
Bradley H. Owens LJI Wealth Management, LLC | 5,980 | $385,657.41 | $587,535 | $201,877.59 | 52.35% |
Annmarie Young KPP Advisory Services LLC | 39,510 | $3.6M | $3.88M | $284,125.82 | 7.9% |
| MWS MFA Wealth Services MFA Wealth Services | 13,303 | $946,055.53 | $1.31M | $360,964.22 | 38.15% |
Certus Wealth Management LLC Certus Wealth Management, LLC | 24,852 | $1.68M | $2.44M | $763,530.63 | 45.5% |
Kent D. Aloia HOGE FINANCIAL SERVICES, LLC | 3,154 | $285,523.71 | $309,880.5 | $24,356.79 | 8.53% |
Alisha Arvold Christopher J. Hasenberg, Inc | 63,308 | $4.96M | $6.22M | $1.26M | 25.43% |
Andrew Stafford PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | 3,267 | $274,667.1 | $320,982.75 | $46,315.65 | 16.86% |
Thomas Dobbins New Republic Capital, LLC | 25,769 | $2.15M | $2.59M | $441,522.97 | 20.56% |
Dan Stevenson MIDLAND WEALTH ADVISORS LLC | 1.86M | $132.91M | $182.47M | $49.56M | 37.29% |
Elizabeth Fleming Armstrong, Fleming & Moore, Inc | 7,666 | $640,965.17 | $753,184.5 | $112,219.33 | 17.51% |
John Hayes LongView Wealth Management | 16,099 | $1.18M | $1.58M | $400,918.34 | 33.95% |
| SMR Stephen M Reiches Rappaport Reiches Capital Management, LLC | 5,963 | $451,119 | $585,864.75 | $134,745.75 | 29.87% |
Andrew Halac Talon Private Wealth, LLC | 9,422 | $715,182.62 | $925,711.5 | $210,528.88 | 29.44% |
John M Roach Waterway Wealth Management, LLC | 247,308 | $21M | $24.3M | $3.3M | 15.72% |
Alicia Fuschak Avid Wealth Partners LLC | 3,868 | $337,714.68 | $380,031 | $42,316.32 | 12.53% |
Denise Reinert CGC Financial Services, LLC | 1,498 | $113,572.19 | $147,178.5 | $33,606.31 | 29.59% |
Christopher C. Powers Farther Finance Advisors, LLC | 607,759 | $50.25M | $59.71M | $9.46M | 18.83% |