| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Katie Smith Delos Wealth Advisors LLC | 56,176 | $2.2M | $3.38M | $1.18M | 53.48% |
Kimberly Cappellano Private Wealth Asset Management LLC | 440 | $16,830 | $25,634.4 | $8,804.4 | 52.31% |
| AB Andrew Blass Atlantic Private Wealth LLC | 888 | $33,966 | $51,734.88 | $17,768.88 | 52.31% |
| KMT Kirk M. Tokheim Ameritas Advisory Services LLC | 7,444 | $363,659.8 | $448,054.36 | $84,394.56 | 23.21% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 225 | $9,509.4 | $12,588.75 | $3,079.35 | 32.38% |
Candace Cavalier Congress Wealth Management LLC / DE / | 11,357 | $434,405.25 | $635,424.15 | $201,018.9 | 46.27% |
Caroline Jankowski Operose Advisors LLC | 325 | $15,171 | $19,438.25 | $4,267.25 | 28.13% |
W. Travis McKinney HB Wealth Management LLC | 8,178 | $302,088.42 | $457,559.1 | $155,470.68 | 51.47% |
Paul Elam Oak Harbor Wealth Partners LLC | 1,168 | $49,242.88 | $68,993.76 | $19,750.88 | 40.11% |
Nichole Raftopoulos Nvest Financial LLC | 29,725 | $1.03M | $1.66M | $628,490.79 | 60.75% |
Matthew Heller Willner & Heller LLC | 12,298 | $518,483.68 | $688,073.1 | $169,589.42 | 32.71% |
Kevin Zemann WealthPlan Investment Management LLC | 4,658 | $213,244.51 | $260,615.1 | $47,370.59 | 22.21% |
| TL Tradewinds LLC Tradewinds LLC | 7,679 | $490,304.15 | $462,199.01 | -$28,105.14 | -5.73% |
Leonid Berline ARMSTRONG ADVISORY GROUP Inc. | 2,502 | $75,436 | $139,986.9 | $64,550.9 | 85.57% |
John Ritter Ritter Daniher Financial Advisory LLC / DE | 3,027 | $138,934.36 | $169,360.65 | $30,426.29 | 21.9% |
Rodrigo Diaz Plan Group Financial LLC | 52,202 | $2.02M | $2.92M | $903,457.8 | 44.79% |
| GPB Greg P. Benner Vertex Planning Partners LLC | 23,608 | $716,304.58 | $1.42M | $704,660.94 | 98.37% |
Rachel Faulk Cape Investment Advisory Inc. | 250 | $15,963 | $14,767.5 | -$1,195.5 | -7.49% |
Mariana Coli Dunhill Financial LLC | 1 | $48 | $58.42 | $10.42 | 21.71% |
Lukas Lindgren Abound Wealth Management | 51 | $3,257 | $2,853.45 | -$403.55 | -12.39% |