| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Seth Scher Matrix Private Capital Group LLC | 1,890 | $122,415.3 | $133,377.3 | $10,962 | 8.95% |
Penny A. Phillips Journey Strategic Wealth LLC | 9,969 | $461,085.62 | $713,281.95 | $252,196.33 | 54.7% |
| CC Cheung Chan Chemistry Wealth Management LLC | 6,976 | $285,457.92 | $500,667.52 | $215,209.6 | 75.39% |
Marc H. Stone Tyler-Stone Wealth Management | 5,883 | $257,346.29 | $419,281.41 | $161,935.12 | 62.92% |
Samuel Miller Kraft, Davis & Associates LLC | 5,315 | $244,756 | $375,797.07 | $131,041.07 | 53.54% |
Mark Fiskio Empirical Asset Management LLC | 10,250 | $513,041.54 | $731,747.5 | $218,705.96 | 42.63% |
Timothy Low Forte Asset Management LLC | 26,570 | $1.21M | $1.86M | $655,110.44 | 54.17% |
Jeffrey Gilbert Balboa Wealth Partners | 18,305 | $1.04M | $1.31M | $270,730.95 | 26.14% |
Michael Stulic Astoria Portfolio Advisors LLC | 14,117 | $885,875.33 | $1.01M | $120,807.94 | 13.64% |
Leonid Berline ARMSTRONG ADVISORY GROUP Inc. | 112 | $5,220.27 | $7,845.61 | $2,625.34 | 50.29% |
Daniel Guy Ethos Financial Group LLC | 20,472 | $1.01M | $1.46M | $452,659.23 | 44.85% |
Scott Register Register Financial Advisors LLC | 425 | $20,953 | $30,342.87 | $9,389.87 | 44.81% |
Kevin Gray Lodestar Private Asset Management LLC | 4,148 | $268,666 | $293,885.8 | $25,219.8 | 9.39% |
Dean Pelos Commonwealth Retirement Investments LLC | 20,141 | $957,302.03 | $1.44M | $480,765.37 | 50.22% |
| AAL Avraham A. Levitan Glass Jacobson Investment Advisors LLC | 1,903 | $82,618.25 | $136,178.68 | $53,560.43 | 64.83% |
Hannah Rae Leone Foundation Wealth Management LLC | 25,534 | $1.18M | $1.79M | $617,492.44 | 52.46% |
| JC Jared Calvert Buck Wealth Strategies LLC | 13,126 | $742,775 | $919,345.04 | $176,570.04 | 23.77% |
Hovig Melkonian LAZARI CAPITAL MANAGEMENT, INC. | 6,950 | $297,738.38 | $492,685.5 | $194,947.12 | 65.48% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 3,862 | $249,366.21 | $270,610.34 | $21,244.13 | 8.52% |
Thomas Dobbins New Republic Capital, LLC | 294 | $13,525.73 | $20,965.14 | $7,439.41 | 55% |