| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Sean Murray Quantum Financial Advisors LLC | 2,917 | $468,912.85 | $556,621.97 | $87,709.12 | 18.7% |
Edward Lowndes Angeles Wealth Management LLC | 9,679 | $1.18M | $1.85M | $671,501.83 | 57.13% |
Angela Cox W Advisors LLC | 4,252 | $413,882.73 | $811,366.68 | $397,483.95 | 96.04% |
Kevin Zemann WealthPlan Investment Management LLC | 5,875 | $1.06M | $1.12M | $65,087.37 | 6.16% |
Vito Collacuro Sutton Place Investors LLC | 2,811 | $461,185.48 | $530,337.31 | $69,151.83 | 14.99% |
| WIM Warwick Investment Management Inc. Warwick Investment Management Inc. | 2,243 | $365,970.93 | $428,009.28 | $62,038.35 | 16.95% |
Michael Stulic Astoria Portfolio Advisors LLC | 7,035 | $892,315.78 | $1.34M | $450,102.99 | 50.44% |
| TL Tradewinds LLC Tradewinds LLC | 5,579 | $905,056.09 | $1.06M | $159,528.75 | 17.63% |
Joseph Wallace Wallace Advisory Group LLC | 4,008 | $418,469.85 | $764,806.6 | $346,336.75 | 82.76% |
Leonid Berline ARMSTRONG ADVISORY GROUP Inc. | 2,407 | $245,528.06 | $459,303.76 | $213,775.7 | 87.07% |
John DeMarco Trajan Wealth LLC | 175,998 | $24.17M | $33.58M | $9.42M | 38.96% |
Brad Saenz Coastwise Capital Group LLC | 1,302 | $124,205.87 | $248,447.65 | $124,241.78 | 100.03% |
| MK Malinda Khauv Cercano Management LLC | 1,847 | $245,765.46 | $352,444.56 | $106,679.1 | 43.41% |
John Ritter Ritter Daniher Financial Advisory LLC / DE | 3,770 | $611,494 | $719,391.44 | $107,897.44 | 17.64% |
William Cantus Pacific Sage Partners LLC | 1,480 | $235,015.8 | $279,224.2 | $44,208.4 | 18.81% |
| BFG Bleakley Financial Group LLC Bleakley Financial Group LLC | 107,561 | $13.57M | $20.1M | $6.53M | 48.1% |
CJ Harrison DecisionPoint Financial LLC | 29 | $4,789.65 | $5,420.39 | $630.74 | 13.17% |
| JG John Ginter Callan Family Office LLC | 120,498 | $19.06M | $22.99M | $3.94M | 20.65% |
| HFA Highland Financial Advisors LLC Highland Financial Advisors LLC | 10,792 | $1.78M | $2.06M | $274,980.27 | 15.41% |
Brook Hart Presilium Private Wealth LLC | 1,589 | $193,629.55 | $303,213 | $109,583.45 | 56.59% |