| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Christopher M. Marks Sterling Investment Counsel LLC | 1,519 | $1.13M | $1.47M | $336,100.07 | 29.66% |
Michael Topley Lansing Street Advisors | 643 | $423,109.7 | $624,327.28 | $201,217.58 | 47.56% |
Timothy Gerlach Novem Group | 1,230 | $870,952.98 | $1.19M | $314,723.97 | 36.14% |
Daniel Ronan Catalyst Financial Partners LLC | 587 | $396,585.07 | $566,912.86 | $170,327.79 | 42.95% |
Amanda Hawley Atria Wealth Solutions Inc. | 2,504 | $1.38M | $2.41M | $1.03M | 74.29% |
Lincoln Bach Delap Wealth Advisory LLC | 243 | $213,474.15 | $231,955.65 | $18,481.5 | 8.66% |
Matthew Heller Willner & Heller LLC | 325 | $246,755.82 | $315,718 | $68,962.18 | 27.95% |
Jeffrey Gilbert Balboa Wealth Partners | 1,462 | $894,796.19 | $1.41M | $515,390.53 | 57.6% |
Sean Murray Quantum Financial Advisors LLC | 411 | $160,582.16 | $396,627.33 | $236,045.17 | 146.99% |
Edward Lowndes Angeles Wealth Management LLC | 852 | $755,015.59 | $822,393 | $67,377.41 | 8.92% |
Angela Cox W Advisors LLC | 601 | $312,829.71 | $583,817.41 | $270,987.7 | 86.62% |
| WIM Warwick Investment Management Inc. Warwick Investment Management Inc. | 243 | $237,683.16 | $235,364.94 | -$2,318.22 | -0.98% |
Benjamin Cauley Carr Financial Group Corp. | 1,140 | $349,545.45 | $1.11M | $759,931.05 | 217.41% |
Michael Stulic Astoria Portfolio Advisors LLC | 539 | $261,795.52 | $520,706.34 | $258,910.82 | 98.9% |
David W. Chenet Presidio Capital Management LLC | 920 | $405,834.68 | $878,443.6 | $472,608.92 | 116.45% |
Mary Lecca ARGONAUTICA PRIVATE WEALTH MANAGEMENT Inc. | 3,525 | $1.79M | $3.43M | $1.64M | 91.63% |
| TL Tradewinds LLC Tradewinds LLC | 3,126 | $3.06M | $3.01M | -$46,577.4 | -1.52% |
Leonid Berline ARMSTRONG ADVISORY GROUP Inc. | 203 | $81,219.45 | $193,619.37 | $112,399.92 | 138.39% |
John Ritter Ritter Daniher Financial Advisory LLC / DE | 17 | $14,942.32 | $16,414.52 | $1,472.2 | 9.85% |
CJ Harrison DecisionPoint Financial LLC | 137 | $40,952.1 | $131,759.75 | $90,807.65 | 221.74% |