| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Matthew Heller Willner & Heller LLC | 5,279 | $861,001.7 | $842,713.16 | -$18,288.54 | -2.12% |
Stephen Kenney Gray Private Wealth LLC | 3,343 | $504,884.33 | $528,394.58 | $23,510.25 | 4.66% |
Craig Johnsen Fortitude Advisory Group LLC | 3,761 | $585,514.39 | $590,777.89 | $5,263.5 | 0.9% |
Jeffrey Gilbert Balboa Wealth Partners | 5,688 | $817,319.44 | $900,296.64 | $82,977.2 | 10.15% |
Gary M. Coon Finer Wealth Management Inc. | 26,805 | $4.32M | $4.22M | -$97,493.2 | -2.26% |
Sean Murray Quantum Financial Advisors LLC | 5,816 | $854,512.59 | $923,377.24 | $68,864.65 | 8.06% |
Edward Lowndes Angeles Wealth Management LLC | 12,810 | $1.93M | $2.03M | $97,360.92 | 5.04% |
James M. Perkins Quantum Private Wealth LLC | 3,140 | $510,636.2 | $498,820.4 | -$11,815.8 | -2.31% |
Angela Cox W Advisors LLC | 8,466 | $1.33M | $1.35M | $18,042.81 | 1.35% |
Kevin Zemann WealthPlan Investment Management LLC | 35,276 | $5.17M | $5.54M | $375,218.94 | 7.26% |
Vito Collacuro Sutton Place Investors LLC | 1,455 | $210,160.2 | $231,912.45 | $21,752.25 | 10.35% |
| WIM Warwick Investment Management Inc. Warwick Investment Management Inc. | 2,671 | $428,077.98 | $425,236.55 | -$2,841.43 | -0.66% |
Benjamin Cauley Carr Financial Group Corp. | 2,239 | $352,297.28 | $357,322.01 | $5,024.73 | 1.43% |
Michael Stulic Astoria Portfolio Advisors LLC | 4,766 | $692,057.84 | $755,220.36 | $63,162.52 | 9.13% |
Mary Lecca ARGONAUTICA PRIVATE WEALTH MANAGEMENT Inc. | 4,353 | $705,259.6 | $694,695.27 | -$10,564.33 | -1.5% |
Leonid Berline ARMSTRONG ADVISORY GROUP Inc. | 6,525 | $976,355.23 | $1.03M | $53,713.89 | 5.5% |
Nolan Baker Retirement Guys Formula LLC | 12,624 | $1.87M | $2.02M | $147,112.33 | 7.87% |
John DeMarco Trajan Wealth LLC | 143,931 | $23.44M | $22.89M | -$557,306.98 | -2.38% |
Brad Saenz Coastwise Capital Group LLC | 8,510 | $1.29M | $1.36M | $75,192.02 | 5.85% |
| XV Xavier Volatier Transatlantique Private Wealth LLC | 7,599 | $1.17M | $1.21M | $44,002.55 | 3.77% |