| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Stephen Kenney Gray Private Wealth LLC | 31,014 | $2.62M | $4.19M | $1.58M | 60.17% |
Craig Johnsen Fortitude Advisory Group LLC | 1,898 | $208,969.8 | $256,704.5 | $47,734.7 | 22.84% |
Jeffrey Gilbert Balboa Wealth Partners | 8,199 | $878,666.05 | $1.16M | $286,247.89 | 32.58% |
Edward Lowndes Angeles Wealth Management LLC | 26,324 | $3.17M | $3.56M | $388,147.93 | 12.24% |
Angela Cox W Advisors LLC | 116,249 | $9.67M | $15.72M | $6.06M | 62.64% |
Kevin Zemann WealthPlan Investment Management LLC | 31,298 | $3.22M | $4.23M | $1.02M | 31.59% |
Vito Collacuro Sutton Place Investors LLC | 23,143 | $2.18M | $3.28M | $1.09M | 49.97% |
Michael Stulic Astoria Portfolio Advisors LLC | 2,239 | $307,929.67 | $302,824.75 | -$5,104.92 | -1.66% |
| TL Tradewinds LLC Tradewinds LLC | 4,134 | $472,745.34 | $586,945.32 | $114,199.98 | 24.16% |
Leonid Berline ARMSTRONG ADVISORY GROUP Inc. | 3,705 | $234,957.35 | $501,101.25 | $266,143.9 | 113.27% |
| TD Teresa Douberly Ridgeline Wealth LLC | 1,513 | $208,083 | $204,633.25 | -$3,449.75 | -1.66% |
Rosemarie Ranzie Stage Harbor Financial LLC | 2,040 | $224,632 | $289,843.2 | $65,211.2 | 29.03% |
Lori Fernicola Castle Wealth Management LLC | 6,726 | $405,914.1 | $909,691.5 | $503,777.4 | 124.11% |
John Ritter Ritter Daniher Financial Advisory LLC / DE | 10,201 | $653,889.71 | $1.38M | $725,795.54 | 111% |
| BFG Bleakley Financial Group LLC Bleakley Financial Group LLC | 67,370 | $4.62M | $9.53M | $4.92M | 106.44% |
CJ Harrison DecisionPoint Financial LLC | 265 | $19,902 | $37,505.45 | $17,603.45 | 88.45% |
| JG John Ginter Callan Family Office LLC | 195,591 | $14.04M | $27.73M | $13.68M | 97.46% |
Brook Hart Presilium Private Wealth LLC | 4,496 | $510,229.14 | $608,084 | $97,854.86 | 19.18% |
Brian Szymczak FSR Wealth Management Ltd. | 1,458 | $148,030.73 | $197,194.5 | $49,163.77 | 33.21% |
Rodrigo Diaz Plan Group Financial LLC | 4,364 | $490,610.53 | $590,231 | $99,620.47 | 20.31% |