| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Christopher Warner WARNER FINANCIAL Inc. | 29,866 | $673,881.94 | $969,898.35 | $296,016.41 | 43.93% |
| MSN Melissa S. Nehrt Powers Advisory Group LLC | 203,931 | $5.12M | $6.58M | $1.46M | 28.51% |
Amanda Hawley Atria Wealth Solutions Inc. | 30,017 | $776,239.62 | $975,252.33 | $199,012.71 | 25.64% |
Craig Johnsen Fortitude Advisory Group LLC | 17,228 | $431,710.11 | $559,737.72 | $128,027.61 | 29.66% |
Jeffrey Gilbert Balboa Wealth Partners | 74,349 | $2.57M | $2.38M | -$193,686.72 | -7.53% |
Gary M. Coon Finer Wealth Management Inc. | 10,390 | $268,340.55 | $332,376.1 | $64,035.55 | 23.86% |
Edward Lowndes Angeles Wealth Management LLC | 1,527 | $45,046.26 | $48,902.17 | $3,855.91 | 8.56% |
Kevin Zemann WealthPlan Investment Management LLC | 26,157 | $681,143.7 | $849,840.93 | $168,697.23 | 24.77% |
| WIM Warwick Investment Management Inc. Warwick Investment Management Inc. | 64,649 | $1.41M | $2.1M | $687,330.92 | 48.71% |
Michael Stulic Astoria Portfolio Advisors LLC | 9,081 | $213,085.97 | $291,500.1 | $78,414.13 | 36.8% |
Leonid Berline ARMSTRONG ADVISORY GROUP Inc. | 2,049 | $64,375.84 | $66,203.19 | $1,827.35 | 2.84% |
Brad Saenz Coastwise Capital Group LLC | 42,900 | $1.03M | $1.4M | $367,347.07 | 35.72% |
Abraham Martinez Amara Financial LLC | 6,605 | $238,652 | $213,209.4 | -$25,442.6 | -10.66% |
| DAL Drake & Associates LLC Drake & Associates LLC | 12,313 | $344,119.16 | $399,372.15 | $55,252.99 | 16.06% |
Lori Fernicola Castle Wealth Management LLC | 9,542 | $186,069 | $310,305.84 | $124,236.84 | 66.77% |
John Ritter Ritter Daniher Financial Advisory LLC / DE | 3,984 | $91,794.06 | $127,488 | $35,693.94 | 38.88% |
William Cantus Pacific Sage Partners LLC | 18,255 | $425,360.09 | $593,287.5 | $167,927.41 | 39.48% |
| BFG Bleakley Financial Group LLC Bleakley Financial Group LLC | 283,871 | $6.29M | $9.15M | $2.86M | 45.43% |
CJ Harrison DecisionPoint Financial LLC | 5,037 | $116,710.49 | $163,652.13 | $46,941.64 | 40.22% |
| JG John Ginter Callan Family Office LLC | 16,098 | $432,227.16 | $519,723.93 | $87,496.77 | 20.24% |