| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Kevin Zemann WealthPlan Investment Management LLC | 8,252 | $1.51M | $1.87M | $362,262.8 | 24.01% |
Vito Collacuro Sutton Place Investors LLC | 3,937 | $696,087.72 | $889,486.41 | $193,398.69 | 27.78% |
Benjamin Cauley Carr Financial Group Corp. | 14,929 | $1.8M | $3.39M | $1.59M | 88.54% |
Michael Stulic Astoria Portfolio Advisors LLC | 20,791 | $3.63M | $4.7M | $1.07M | 29.37% |
| TL Tradewinds LLC Tradewinds LLC | 89,609 | $19.66M | $20.35M | $686,405.48 | 3.49% |
Leonid Berline ARMSTRONG ADVISORY GROUP Inc. | 671 | $94,250.06 | $152,209.64 | $57,959.58 | 61.5% |
| TD Teresa Douberly Ridgeline Wealth LLC | 14,922 | $2.66M | $3.39M | $731,307.95 | 27.52% |
Rosemarie Ranzie Stage Harbor Financial LLC | 1,778 | $303,842.27 | $402,974.81 | $99,132.54 | 32.63% |
John Ritter Ritter Daniher Financial Advisory LLC / DE | 545 | $104,536.45 | $123,131.84 | $18,595.39 | 17.79% |
CJ Harrison DecisionPoint Financial LLC | 538 | $115,364.13 | $121,975.36 | $6,611.23 | 5.73% |
Brook Hart Presilium Private Wealth LLC | 928 | $203,631 | $210,479.68 | $6,848.68 | 3.36% |
Mark Mowrey Signature Resources Capital Management LLC | 536 | $97,071.84 | $121,320.92 | $24,249.08 | 24.98% |
| GPB Greg P. Benner Vertex Planning Partners LLC | 10,415 | $1.87M | $2.35M | $486,789.51 | 26.08% |
| FWA FSM Wealth Advisors LLC FSM Wealth Advisors LLC | 2,451 | $537,822.91 | $553,754.41 | $15,931.5 | 2.96% |
Brendan Corcoran Valence8 US LP | 412,060 | $70.14M | $93.29M | $23.15M | 33.01% |
Rachel Faulk Cape Investment Advisory Inc. | 274 | $53,164.43 | $62,121.28 | $8,956.85 | 16.85% |
Mariana Coli Dunhill Financial LLC | 361 | $68,657.82 | $81,845.92 | $13,188.1 | 19.21% |
| LWM Lodestone Wealth Management LLC Lodestone Wealth Management LLC | 2,187 | $254,826.41 | $495,617.94 | $240,791.53 | 94.49% |
Daphne Jo Stasco Lantern Wealth Advisors LLC | 3,203 | $578,153.66 | $727,369.26 | $149,215.6 | 25.81% |
Lukas Lindgren Abound Wealth Management | 1,086 | $223,948.66 | $246,478.56 | $22,529.9 | 10.06% |