| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Craig Johnsen Fortitude Advisory Group LLC | 6,129 | $759,602.67 | $891,524.4 | $131,921.73 | 17.37% |
Jeffrey Gilbert Balboa Wealth Partners | 4,399 | $510,207.83 | $655,187.06 | $144,979.23 | 28.42% |
Edward Lowndes Angeles Wealth Management LLC | 7,902 | $912,615.73 | $1.15M | $236,809.27 | 25.95% |
| JMJ James Mark Joseph SENTINEL WEALTH MANAGEMENT Inc. | 20,517 | $2.29M | $3.06M | $768,828.33 | 33.62% |
Angela Cox W Advisors LLC | 5,313 | $510,538.41 | $772,829.03 | $262,290.62 | 51.38% |
Bradley J. Lineberger Seaside Wealth Management Inc. | 5,190 | $568,502.76 | $754,937.45 | $186,434.69 | 32.79% |
Kevin Zemann WealthPlan Investment Management LLC | 2,948 | $366,465.88 | $428,816.11 | $62,350.23 | 17.01% |
Benjamin Cauley Carr Financial Group Corp. | 11,765 | $1.33M | $1.71M | $380,037.09 | 28.55% |
Michael Stulic Astoria Portfolio Advisors LLC | 1,397 | $207,189.07 | $203,207.63 | -$3,981.44 | -1.92% |
Joseph Wallace Wallace Advisory Group LLC | 2,843 | $270,842.75 | $413,542.81 | $142,700.06 | 52.69% |
Leonid Berline ARMSTRONG ADVISORY GROUP Inc. | 5,455 | $521,892.24 | $793,484.35 | $271,592.11 | 52.04% |
Nolan Baker Retirement Guys Formula LLC | 15,925 | $1.72M | $2.32M | $596,777.23 | 34.7% |
| CIG CHB Investment Group LLC CHB Investment Group LLC | 9,365 | $1.1M | $1.36M | $266,902.59 | 24.37% |
Brad Saenz Coastwise Capital Group LLC | 2,387 | $285,086.12 | $347,213.04 | $62,126.92 | 21.79% |
Abraham Martinez Amara Financial LLC | 38,253 | $4.53M | $5.7M | $1.16M | 25.68% |
| XV Xavier Volatier Transatlantique Private Wealth LLC | 7,500 | $727,202.16 | $1.09M | $363,747.91 | 50.02% |
| DAL Drake & Associates LLC Drake & Associates LLC | 1,736 | $257,466.16 | $258,559.84 | $1,093.68 | 0.42% |
Nadine Hofstetter Northwest Bank & Trust Co. | 40 | $3,985.6 | $5,818.4 | $1,832.8 | 45.99% |
| RV Ryan Vliek PPS&V ASSET MANAGEMENT CONSULTANTS Inc. | 87,414 | $8.73M | $12.72M | $3.98M | 45.64% |
Lori Fernicola Castle Wealth Management LLC | 3,468 | $344,757.42 | $504,455.31 | $159,697.89 | 46.32% |