| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Sean Murray Quantum Financial Advisors LLC | 3,403 | $271,447.82 | $240,149.71 | -$31,298.11 | -11.53% |
Edward Lowndes Angeles Wealth Management LLC | 28,633 | $1.78M | $2.02M | $243,010.87 | 13.67% |
James M. Perkins Quantum Private Wealth LLC | 68,840 | $3.98M | $4.86M | $875,533.2 | 21.98% |
Kevin Zemann WealthPlan Investment Management LLC | 56,171 | $4.34M | $3.96M | -$372,922.23 | -8.6% |
Vito Collacuro Sutton Place Investors LLC | 4,834 | $427,295.76 | $341,135.38 | -$86,160.38 | -20.16% |
| WIM Warwick Investment Management Inc. Warwick Investment Management Inc. | 4,663 | $395,932.47 | $329,067.91 | -$66,864.56 | -16.89% |
Benjamin Cauley Carr Financial Group Corp. | 10,294 | $523,164.9 | $726,447.58 | $203,282.68 | 38.86% |
James Rukstalis ESG Planning DBA Harper Investing | 162,096 | $11.57M | $11.79M | $218,829.6 | 1.89% |
Michael Stulic Astoria Portfolio Advisors LLC | 13,365 | $697,625.02 | $943,168.05 | $245,543.03 | 35.2% |
Joseph Wallace Wallace Advisory Group LLC | 3,903 | $366,462.38 | $275,434.71 | -$91,027.67 | -24.84% |
Leonid Berline ARMSTRONG ADVISORY GROUP Inc. | 5,259 | $254,718.34 | $382,592.25 | $127,873.91 | 50.2% |
Nolan Baker Retirement Guys Formula LLC | 29,619 | $1.7M | $2.09M | $391,663.37 | 23.06% |
John DeMarco Trajan Wealth LLC | 177,567 | $12.21M | $12.53M | $320,138.61 | 2.62% |
Brad Saenz Coastwise Capital Group LLC | 16,054 | $911,108.3 | $1.13M | $221,822.48 | 24.35% |
Rosemarie Ranzie Stage Harbor Financial LLC | 2,985 | $207,498.39 | $217,565.31 | $10,066.92 | 4.85% |
| XV Xavier Volatier Transatlantique Private Wealth LLC | 20,174 | $1.28M | $1.42M | $147,273.02 | 11.54% |
| DAL Drake & Associates LLC Drake & Associates LLC | 5,521 | $665,039.47 | $401,349.09 | -$263,690.38 | -39.65% |
Nadine Hofstetter Northwest Bank & Trust Co. | 6,000 | $264,288 | $423,420 | $159,132 | 60.21% |
| MK Malinda Khauv Cercano Management LLC | 10,330 | $993,229.52 | $728,988.1 | -$264,241.42 | -26.6% |
John Ritter Ritter Daniher Financial Advisory LLC / DE | 1,870 | $83,106.7 | $131,965.9 | $48,859.2 | 58.79% |