| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Craig Johnsen Fortitude Advisory Group LLC | 32,628 | $879,084.37 | $1.13M | $248,213.03 | 28.24% |
Jeffrey Gilbert Balboa Wealth Partners | 10,887 | $355,069.29 | $371,355.57 | $16,286.28 | 4.59% |
Edward Lowndes Angeles Wealth Management LLC | 934 | $29,506.2 | $31,910.11 | $2,403.91 | 8.15% |
Leonid Berline ARMSTRONG ADVISORY GROUP Inc. | 26,587 | $600,860.47 | $914,326.93 | $313,466.46 | 52.17% |
| CIG CHB Investment Group LLC CHB Investment Group LLC | 46,295 | $1.28M | $1.59M | $309,713.55 | 24.15% |
Abraham Martinez Amara Financial LLC | 15,043 | $465,991.33 | $516,802.26 | $50,810.93 | 10.9% |
| RV Ryan Vliek PPS&V ASSET MANAGEMENT CONSULTANTS Inc. | 271,236 | $6.36M | $9.25M | $2.88M | 45.34% |
Lori Fernicola Castle Wealth Management LLC | 16,485 | $344,701.35 | $571,205.25 | $226,503.9 | 65.71% |
John Ritter Ritter Daniher Financial Advisory LLC / DE | 4,593 | $96,039.63 | $156,782.05 | $60,742.42 | 63.25% |
William Cantus Pacific Sage Partners LLC | 439,926 | $10.99M | $15.24M | $4.25M | 38.68% |
| BFG Bleakley Financial Group LLC Bleakley Financial Group LLC | 675,122 | $16.49M | $23.18M | $6.69M | 40.54% |
CJ Harrison DecisionPoint Financial LLC | 1,430 | $36,306.61 | $49,406.5 | $13,099.89 | 36.08% |
Amna Ali Khan GDS Wealth Management | 16,006 | $495,545.76 | $549,966.16 | $54,420.4 | 10.98% |
| FWA FSM Wealth Advisors LLC FSM Wealth Advisors LLC | 9,744 | $268,947.42 | $333,878.16 | $64,930.74 | 24.14% |
Rachel Faulk Cape Investment Advisory Inc. | 197,194 | $5.94M | $6.81M | $874,123.63 | 14.72% |
| CGL Chester Gary Lloyd Coston, McIsaac & Partners | 1,399 | $29,253.09 | $47,733.88 | $18,480.79 | 63.18% |
Mariana Coli Dunhill Financial LLC | 411 | $12,359 | $14,200.05 | $1,841.05 | 14.9% |
| JJB James J. Burns & Company LLC James J. Burns & Company LLC | 242,813 | $5.78M | $8.39M | $2.61M | 45.06% |
| LWM Lodestone Wealth Management LLC Lodestone Wealth Management LLC | 18,140 | $614,805.57 | $618,755.4 | $3,949.83 | 0.64% |
Lukas Lindgren Abound Wealth Management | 6 | $160.88 | $207.27 | $46.39 | 28.84% |