| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Edward Lowndes Angeles Wealth Management LLC | 20,327 | $1.34M | $1.87M | $524,333.64 | 39.09% |
Angela Cox W Advisors LLC | 21,874 | $1.3M | $2.01M | $706,839.63 | 54.34% |
Bradley J. Lineberger Seaside Wealth Management Inc. | 4,863 | $395,216.01 | $448,781.95 | $53,565.94 | 13.55% |
Kevin Zemann WealthPlan Investment Management LLC | 81,499 | $5.9M | $7.48M | $1.58M | 26.88% |
Vito Collacuro Sutton Place Investors LLC | 3,010 | $211,173.9 | $276,257.8 | $65,083.9 | 30.82% |
| WIM Warwick Investment Management Inc. Warwick Investment Management Inc. | 4,976 | $329,029.52 | $456,697.28 | $127,667.76 | 38.8% |
Benjamin Cauley Carr Financial Group Corp. | 3,976 | $262,328.66 | $358,277.36 | $95,948.7 | 36.58% |
Michael Stulic Astoria Portfolio Advisors LLC | 11,231 | $813,959.81 | $1.03M | $216,821.37 | 26.64% |
| TL Tradewinds LLC Tradewinds LLC | 994 | $72,035.84 | $89,569.34 | $17,533.5 | 24.34% |
Leonid Berline ARMSTRONG ADVISORY GROUP Inc. | 40,207 | $2.66M | $3.71M | $1.05M | 39.39% |
Nolan Baker Retirement Guys Formula LLC | 22,493 | $1.56M | $2.06M | $500,701.13 | 32.02% |
John DeMarco Trajan Wealth LLC | 104,617 | $7.63M | $9.6M | $1.97M | 25.83% |
Brad Saenz Coastwise Capital Group LLC | 16,659 | $1.06M | $1.53M | $463,973.15 | 43.57% |
Nadine Hofstetter Northwest Bank & Trust Co. | 13,283 | $799,543.3 | $1.2M | $397,387.83 | 49.7% |
John Ritter Ritter Daniher Financial Advisory LLC / DE | 4,969 | $316,145.27 | $456,054.82 | $139,909.55 | 44.25% |
| BFG Bleakley Financial Group LLC Bleakley Financial Group LLC | 180,308 | $12.12M | $16.7M | $4.58M | 37.76% |
CJ Harrison DecisionPoint Financial LLC | 116 | $8,109.67 | $10,672 | $2,562.33 | 31.6% |
| JG John Ginter Callan Family Office LLC | 130,507 | $9M | $12.04M | $3.04M | 33.76% |
| JB Jodi Burnett Invictus Private Wealth LLC | 10,746 | $684,365.73 | $991,211.04 | $306,845.31 | 44.84% |
Rodrigo Diaz Plan Group Financial LLC | 4,831 | $320,717.43 | $435,321.41 | $114,603.98 | 35.73% |