| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Sean Murray Quantum Financial Advisors LLC | 3,347 | $259,939.87 | $704,275.74 | $444,335.87 | 170.94% |
Edward Lowndes Angeles Wealth Management LLC | 7,661 | $933,825.16 | $1.61M | $678,202.46 | 72.63% |
Angela Cox W Advisors LLC | 9,934 | $1.02M | $2.09M | $1.07M | 104.53% |
| WIM Warwick Investment Management Inc. Warwick Investment Management Inc. | 1,801 | $265,763.89 | $378,966.42 | $113,202.53 | 42.6% |
| TL Tradewinds LLC Tradewinds LLC | 8,581 | $1.36M | $1.87M | $501,122.99 | 36.74% |
Joseph Wallace Wallace Advisory Group LLC | 1,617 | $161,795.88 | $340,249.14 | $178,453.26 | 110.3% |
Leonid Berline ARMSTRONG ADVISORY GROUP Inc. | 1,638 | $162,965.17 | $344,667.96 | $181,702.79 | 111.5% |
John DeMarco Trajan Wealth LLC | 42,125 | $4.11M | $9.17M | $5.06M | 123.05% |
Brad Saenz Coastwise Capital Group LLC | 1,887 | $341,684.23 | $397,062.54 | $55,378.31 | 16.21% |
| XV Xavier Volatier Transatlantique Private Wealth LLC | 4,172 | $348,126.03 | $877,872.24 | $529,746.21 | 152.17% |
| MK Malinda Khauv Cercano Management LLC | 9,147 | $1.51M | $1.99M | $485,431.15 | 32.25% |
Lori Fernicola Castle Wealth Management LLC | 2,733 | $239,476.65 | $575,077.86 | $335,601.21 | 140.14% |
| BFG Bleakley Financial Group LLC Bleakley Financial Group LLC | 38,933 | $4.59M | $8.5M | $3.91M | 85.14% |
Jeffrey Jones Cypress Financial Planning LLC | 47,654 | $5.63M | $10.03M | $4.4M | 78.16% |
CJ Harrison DecisionPoint Financial LLC | 22 | $3,811.64 | $4,801.94 | $990.3 | 25.98% |
| JG John Ginter Callan Family Office LLC | 38,006 | $5.83M | $8.18M | $2.36M | 40.49% |
Amna Ali Khan GDS Wealth Management | 1,821 | $380,661.83 | $396,322.44 | $15,660.61 | 4.11% |
Mark Mowrey Signature Resources Capital Management LLC | 45 | $6,925.28 | $9,468.9 | $2,543.62 | 36.73% |
Albert Moore First National Advisers LLC | 21,543 | $2.22M | $4.53M | $2.32M | 104.43% |
| FWA FSM Wealth Advisors LLC FSM Wealth Advisors LLC | 2,041 | $336,521.94 | $429,467.22 | $92,945.28 | 27.62% |