| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Gary M. Coon Finer Wealth Management Inc. | 1,308 | $659,158.33 | $722,133.76 | $62,975.43 | 9.55% |
Sean Murray Quantum Financial Advisors LLC | 603 | $281,342.85 | $327,585.78 | $46,242.93 | 16.44% |
Edward Lowndes Angeles Wealth Management LLC | 2,272 | $1.11M | $1.24M | $131,543.19 | 11.83% |
Angela Cox W Advisors LLC | 3,489 | $1.25M | $1.91M | $653,867.55 | 52.24% |
Kevin Zemann WealthPlan Investment Management LLC | 6,584 | $3.19M | $3.51M | $319,073.34 | 10.01% |
Benjamin Cauley Carr Financial Group Corp. | 1,428 | $687,889.39 | $782,872.44 | $94,983.05 | 13.81% |
Michael Stulic Astoria Portfolio Advisors LLC | 1,067 | $552,609.61 | $581,317.6 | $28,707.99 | 5.19% |
| TL Tradewinds LLC Tradewinds LLC | 3,290 | $1.68M | $1.79M | $114,853.93 | 6.85% |
Leonid Berline ARMSTRONG ADVISORY GROUP Inc. | 289 | $141,731.86 | $153,123.76 | $11,391.9 | 8.04% |
Brad Saenz Coastwise Capital Group LLC | 2,910 | $1.32M | $1.59M | $272,206.06 | 20.68% |
| MK Malinda Khauv Cercano Management LLC | 486 | $284,096 | $264,269.79 | -$19,826.21 | -6.98% |
Lori Fernicola Castle Wealth Management LLC | 1,739 | $807,198.64 | $949,372.27 | $142,173.63 | 17.61% |
John Ritter Ritter Daniher Financial Advisory LLC / DE | 34 | $16,444.78 | $18,605.14 | $2,160.36 | 13.14% |
| BFG Bleakley Financial Group LLC Bleakley Financial Group LLC | 10,741 | $5.47M | $5.71M | $240,710.85 | 4.4% |
Jeffrey Jones Cypress Financial Planning LLC | 3,246 | $1.61M | $1.73M | $115,940.4 | 7.2% |
CJ Harrison DecisionPoint Financial LLC | 3 | $1,454 | $1,597.92 | $143.92 | 9.9% |
| JG John Ginter Callan Family Office LLC | 11,401 | $5.46M | $6.07M | $611,395.22 | 11.2% |
Rodrigo Diaz Plan Group Financial LLC | 795 | $342,929.21 | $431,128.5 | $88,199.29 | 25.72% |
Linda M. Dagilus Greenfield Savings Bank | 4,451 | $1.92M | $2.43M | $510,302 | 26.65% |
Anu Prabhu Altrius Capital Management Inc. | 11,240 | $5.04M | $5.98M | $937,493.43 | 18.6% |