| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jeffrey Gilbert Balboa Wealth Partners | 1,341 | $399,711.88 | $383,633.26 | -$16,078.62 | -4.02% |
Gary M. Coon Finer Wealth Management Inc. | 1,948 | $380,346.37 | $537,141.5 | $156,795.13 | 41.22% |
Sean Murray Quantum Financial Advisors LLC | 1,333 | $215,144.46 | $367,561.41 | $152,416.95 | 70.84% |
Edward Lowndes Angeles Wealth Management LLC | 5,328 | $1.08M | $1.47M | $390,425.76 | 36.19% |
James M. Perkins Quantum Private Wealth LLC | 2,990 | $563,127.14 | $824,462.57 | $261,335.43 | 46.41% |
Angela Cox W Advisors LLC | 1,690 | $353,158.5 | $466,000.58 | $112,842.08 | 31.95% |
Kevin Zemann WealthPlan Investment Management LLC | 17,878 | $3.3M | $4.93M | $1.63M | 49.6% |
Vito Collacuro Sutton Place Investors LLC | 705 | $210,139.35 | $195,792.6 | -$14,346.75 | -6.83% |
| WIM Warwick Investment Management Inc. Warwick Investment Management Inc. | 1,032 | $307,608.25 | $284,563.67 | -$23,044.58 | -7.49% |
James Rukstalis ESG Planning DBA Harper Investing | 1,480 | $441,143.61 | $408,095.19 | -$33,048.42 | -7.49% |
Michael Stulic Astoria Portfolio Advisors LLC | 2,823 | $611,477.73 | $778,413.99 | $166,936.26 | 27.3% |
Mary Lecca ARGONAUTICA PRIVATE WEALTH MANAGEMENT Inc. | 19,058 | $3.18M | $5.26M | $2.08M | 65.51% |
| TL Tradewinds LLC Tradewinds LLC | 1,203 | $221,037.22 | $331,715.21 | $110,677.99 | 50.07% |
Leonid Berline ARMSTRONG ADVISORY GROUP Inc. | 623 | $106,955.08 | $171,786.01 | $64,830.93 | 60.62% |
| XV Xavier Volatier Transatlantique Private Wealth LLC | 3,160 | $558,287 | $871,338.37 | $313,051.37 | 56.07% |
| MK Malinda Khauv Cercano Management LLC | 3,563 | $736,009 | $982,461.58 | $246,452.58 | 33.48% |
| BFG Bleakley Financial Group LLC Bleakley Financial Group LLC | 22,608 | $4.32M | $6.28M | $1.96M | 45.24% |
| LWM Latko Wealth Management Ltd. Latko Wealth Management Ltd. | 1,812 | $372,804.99 | $499,640.86 | $126,835.87 | 34.02% |
CJ Harrison DecisionPoint Financial LLC | 94 | $16,263.12 | $26,105.68 | $9,842.56 | 60.52% |
| JG John Ginter Callan Family Office LLC | 35,715 | $7.06M | $9.85M | $2.78M | 39.4% |