| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Kevin Zemann WealthPlan Investment Management LLC | 1,897 | $214,759.37 | $370,882.45 | $156,123.08 | 72.7% |
Leonid Berline ARMSTRONG ADVISORY GROUP Inc. | 279 | $30,423 | $54,271.08 | $23,848.08 | 78.39% |
Brad Saenz Coastwise Capital Group LLC | 1,221 | $243,968.01 | $237,637.12 | -$6,330.89 | -2.59% |
| BFG Bleakley Financial Group LLC Bleakley Financial Group LLC | 57,879 | $8.23M | $11.24M | $3.01M | 36.59% |
| GPB Greg P. Benner Vertex Planning Partners LLC | 4,485 | $720,795.36 | $872,848.27 | $152,052.91 | 21.1% |
Rachel Faulk Cape Investment Advisory Inc. | 51 | $10,190 | $9,971.01 | -$218.99 | -2.15% |
Lukas Lindgren Abound Wealth Management | 167 | $18,194.58 | $32,606.75 | $14,412.17 | 79.21% |
Thomas P. Mullooly Mullooly Asset Management Inc. | 231,953 | $24.98M | $45.04M | $20.06M | 80.31% |
| SMK Solomon M. Kilgroe Cyndeo Wealth Partners LLC | 4,047 | $583,012.82 | $780,787.71 | $197,774.89 | 33.92% |
Loni Adams Daymark Wealth Partners LLC | 2,430 | $302,366.16 | $468,139.5 | $165,773.34 | 54.83% |
Steve Alexandrowski GEM Asset Management LLC | 3,185 | $306,575.39 | $622,715.27 | $316,139.88 | 103.12% |
Dean Pelos Commonwealth Retirement Investments LLC | 263 | $52,550 | $50,898.39 | -$1,651.61 | -3.14% |
Andy Peters Goldstein Advisors LLC | 2,958 | $271,743.23 | $578,318.55 | $306,575.32 | 112.82% |
Jeffrey Hanson Breakwater Capital Group | 4,077 | $548,264.1 | $789,205.27 | $240,941.17 | 43.95% |
Salvatore Cocivera Cora Capital Advisors LLC | 1,365 | $272,791 | $265,260.45 | -$7,530.55 | -2.76% |
Moises Valladares Insigneo Advisory Services LLC | 6,055 | $581,877.93 | $1.16M | $581,438.94 | 99.92% |
Brendan G. Moody Watershed Private Wealth LLC | 1,423 | $284,337 | $278,217.84 | -$6,119.16 | -2.15% |
Ryan J. Warner C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 14,036 | $2.13M | $2.71M | $583,283.66 | 27.37% |
Paul B. Ordonio Park Place Capital Corp. | 52 | $7,393.88 | $10,119.2 | $2,725.32 | 36.86% |
Jeffrey Steele Silverlake Wealth Management LLC | 2,001 | $284,473.88 | $387,343.57 | $102,869.69 | 36.16% |