| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Matthew Heller Willner & Heller LLC | 17,513 | $603,424.08 | $936,770.37 | $333,346.29 | 55.24% |
Jeffrey Gilbert Balboa Wealth Partners | 3,665 | $215,941.8 | $193,365.4 | -$22,576.4 | -10.45% |
Michael Stulic Astoria Portfolio Advisors LLC | 4,767 | $208,090.11 | $252,317.31 | $44,227.2 | 21.25% |
Leonid Berline ARMSTRONG ADVISORY GROUP Inc. | 114 | $3,514.5 | $6,002.1 | $2,487.6 | 70.78% |
| XV Xavier Volatier Transatlantique Private Wealth LLC | 66,543 | $2.52M | $3.54M | $1.02M | 40.59% |
Lori Fernicola Castle Wealth Management LLC | 117,147 | $4.8M | $6.27M | $1.46M | 30.41% |
John Ritter Ritter Daniher Financial Advisory LLC / DE | 1,718 | $101,224.56 | $90,744.76 | -$10,479.8 | -10.35% |
| BFG Bleakley Financial Group LLC Bleakley Financial Group LLC | 78,726 | $3.44M | $4.14M | $700,035 | 20.37% |
CJ Harrison DecisionPoint Financial LLC | 206 | $9,839.85 | $10,907.7 | $1,067.85 | 10.85% |
Rodrigo Diaz Plan Group Financial LLC | 3,488 | $205,498 | $184,759.36 | -$20,738.64 | -10.09% |
Mark Mowrey Signature Resources Capital Management LLC | 8 | $471 | $421.6 | -$49.4 | -10.49% |
Rachel Faulk Cape Investment Advisory Inc. | 682 | $40,183.02 | $36,111.9 | -$4,071.12 | -10.13% |
| DT Desaree Tatum Heritage Wealth Management Inc. | 6,243 | $235,814.78 | $331,253.58 | $95,438.8 | 40.47% |
| SFC Swisher Financial Concepts Inc. Swisher Financial Concepts Inc. | 2,504 | $147,535.68 | $132,373.96 | -$15,161.72 | -10.28% |
Matthew Zienty Cardinal Point Capital Management ULC | 4,877 | $287,720 | $258,529.77 | -$29,190.23 | -10.15% |
| SMK Solomon M. Kilgroe Cyndeo Wealth Partners LLC | 31,435 | $1.36M | $1.66M | $299,998.36 | 22.1% |
Brian Dechow SWAN Capital LLC | 202 | $9,650.53 | $10,668.43 | $1,017.9 | 10.55% |
Bert D. Barre Colonial Trust Co. / SC | 5,000 | $190,232 | $263,400 | $73,168 | 38.46% |
Michael Snyder Beaumont Financial Advisors LLC | 17,549 | $608,342.74 | $928,166.61 | $319,823.87 | 52.57% |
Belena Vincetti Fortis Capital Advisors LLC | 6,748 | $397,592 | $356,901.72 | -$40,690.28 | -10.23% |