| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Matthew Heller Willner & Heller LLC | 878 | $403,617.3 | $679,914.42 | $276,297.12 | 68.46% |
Ryan Cahill Cahill Wealth Management LLC | 125,192 | $56.84M | $96.79M | $39.95M | 70.29% |
Eric Dahm Range Financial Group LLC | 2,267 | $1.03M | $1.75M | $719,080.71 | 69.61% |
Stephen Kenney Gray Private Wealth LLC | 139,376 | $74.85M | $107.81M | $32.95M | 44.02% |
Craig Johnsen Fortitude Advisory Group LLC | 2,645 | $1.32M | $2.05M | $734,714.82 | 55.85% |
Jeffrey Gilbert Balboa Wealth Partners | 1,997 | $962,593.22 | $1.53M | $568,546.56 | 59.06% |
Gary M. Coon Finer Wealth Management Inc. | 680 | $314,009.37 | $525,864.4 | $211,855.03 | 67.47% |
Sean Murray Quantum Financial Advisors LLC | 846 | $387,498.81 | $651,859.92 | $264,361.11 | 68.22% |
Edward Lowndes Angeles Wealth Management LLC | 3,510 | $1.68M | $2.7M | $1.01M | 60% |
| JMJ James Mark Joseph SENTINEL WEALTH MANAGEMENT Inc. | 768 | $476,851.2 | $587,827.2 | $110,976 | 23.27% |
Angela Cox W Advisors LLC | 14,997 | $7.86M | $11.61M | $3.75M | 47.77% |
Bradley J. Lineberger Seaside Wealth Management Inc. | 1,005 | $409,728.15 | $777,658.95 | $367,930.8 | 89.8% |
Kevin Zemann WealthPlan Investment Management LLC | 152,835 | $102.92M | $118.47M | $15.55M | 15.11% |
Vito Collacuro Sutton Place Investors LLC | 632 | $290,228.91 | $489,585.12 | $199,356.21 | 68.69% |
| WIM Warwick Investment Management Inc. Warwick Investment Management Inc. | 2,799 | $1.87M | $2.17M | $298,546.09 | 15.97% |
James Rukstalis ESG Planning DBA Harper Investing | 337 | $211,611.25 | $260,480.78 | $48,869.53 | 23.09% |
Michael Stulic Astoria Portfolio Advisors LLC | 1,044 | $663,932.86 | $803,451.67 | $139,518.81 | 21.01% |
David W. Chenet Presidio Capital Management LLC | 14,114 | $8.41M | $10.91M | $2.5M | 29.72% |
| TL Tradewinds LLC Tradewinds LLC | 1,398 | $1.05M | $1.08M | $32,433.59 | 3.1% |
Joseph Wallace Wallace Advisory Group LLC | 2,052 | $859,916.31 | $1.59M | $729,850.17 | 84.87% |