| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Craig Johnsen Fortitude Advisory Group LLC | 3,417 | $626,096.18 | $865,457.76 | $239,361.58 | 38.23% |
Jeffrey Gilbert Balboa Wealth Partners | 9,731 | $1.65M | $2.47M | $817,375.87 | 49.44% |
Gary M. Coon Finer Wealth Management Inc. | 4,020 | $687,913.92 | $1.02M | $330,110.88 | 47.99% |
Sean Murray Quantum Financial Advisors LLC | 5,447 | $995,427.26 | $1.38M | $387,620.51 | 38.94% |
Edward Lowndes Angeles Wealth Management LLC | 20,743 | $3.77M | $5.27M | $1.49M | 39.61% |
James M. Perkins Quantum Private Wealth LLC | 1,270 | $221,245.42 | $315,734.7 | $94,489.28 | 42.71% |
Angela Cox W Advisors LLC | 9,238 | $1.58M | $2.35M | $766,574.49 | 48.55% |
Bradley J. Lineberger Seaside Wealth Management Inc. | 2,813 | $714,417.61 | $717,596.3 | $3,178.69 | 0.44% |
Kevin Zemann WealthPlan Investment Management LLC | 53,530 | $8.85M | $13.56M | $4.7M | 53.12% |
Vito Collacuro Sutton Place Investors LLC | 3,284 | $528,747.57 | $833,840.44 | $305,092.87 | 57.7% |
| WIM Warwick Investment Management Inc. Warwick Investment Management Inc. | 4,036 | $672,990.18 | $1.02M | $351,790.58 | 52.27% |
Benjamin Cauley Carr Financial Group Corp. | 3,394 | $623,601.33 | $843,782.34 | $220,181.01 | 35.31% |
James Rukstalis ESG Planning DBA Harper Investing | 7,553 | $1.86M | $1.92M | $57,212.19 | 3.08% |
Michael Stulic Astoria Portfolio Advisors LLC | 5,374 | $959,706.35 | $1.36M | $404,805.99 | 42.18% |
David W. Chenet Presidio Capital Management LLC | 1,400 | $237,009.13 | $355,299 | $118,289.87 | 49.91% |
Mary Lecca ARGONAUTICA PRIVATE WEALTH MANAGEMENT Inc. | 5,045 | $891,960.5 | $1.25M | $362,276.95 | 40.62% |
| TL Tradewinds LLC Tradewinds LLC | 3,106 | $575,929.85 | $772,182.66 | $196,252.81 | 34.08% |
Joseph Wallace Wallace Advisory Group LLC | 5,699 | $933,617.95 | $1.45M | $513,415.14 | 54.99% |
Leonid Berline ARMSTRONG ADVISORY GROUP Inc. | 5,742 | $1.05M | $1.46M | $413,194.27 | 39.37% |
Nolan Baker Retirement Guys Formula LLC | 16,934 | $3.04M | $4.3M | $1.26M | 41.28% |