| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Stephen Kenney Gray Private Wealth LLC | 2,812 | $206,499.22 | $227,631.4 | $21,132.18 | 10.23% |
Craig Johnsen Fortitude Advisory Group LLC | 14,527 | $894,067.31 | $1.18M | $281,893.34 | 31.53% |
Jeffrey Gilbert Balboa Wealth Partners | 5,745 | $406,997.61 | $475,054.05 | $68,056.44 | 16.72% |
Edward Lowndes Angeles Wealth Management LLC | 11,216 | $802,262.44 | $907,935.2 | $105,672.76 | 13.17% |
Kevin Zemann WealthPlan Investment Management LLC | 2,603 | $186,895.4 | $210,712.85 | $23,817.45 | 12.74% |
| WIM Warwick Investment Management Inc. Warwick Investment Management Inc. | 13,607 | $773,146.55 | $1.1M | $328,340.1 | 42.47% |
Benjamin Cauley Carr Financial Group Corp. | 8,089 | $591,354.69 | $664,430.46 | $73,075.77 | 12.36% |
Michael Stulic Astoria Portfolio Advisors LLC | 7,098 | $509,636.4 | $574,583.1 | $64,946.7 | 12.74% |
Mary Lecca ARGONAUTICA PRIVATE WEALTH MANAGEMENT Inc. | 31,894 | $1.72M | $2.58M | $865,823.39 | 50.46% |
| TL Tradewinds LLC Tradewinds LLC | 35,511 | $2.75M | $3M | $245,028.01 | 8.9% |
Leonid Berline ARMSTRONG ADVISORY GROUP Inc. | 1,124 | $68,973.95 | $90,987.8 | $22,013.85 | 31.92% |
Nolan Baker Retirement Guys Formula LLC | 75,977 | $4.9M | $6.15M | $1.25M | 25.52% |
| CIG CHB Investment Group LLC CHB Investment Group LLC | 26,392 | $1.74M | $2.14M | $395,616.08 | 22.73% |
John DeMarco Trajan Wealth LLC | 17,827 | $1.14M | $1.49M | $348,478.09 | 30.53% |
Abraham Martinez Amara Financial LLC | 82,834 | $5.53M | $6.85M | $1.32M | 23.92% |
| XV Xavier Volatier Transatlantique Private Wealth LLC | 4,228 | $310,504.32 | $342,256.6 | $31,752.28 | 10.23% |
Nadine Hofstetter Northwest Bank & Trust Co. | 6,448 | $359,114.74 | $521,965.6 | $162,850.86 | 45.35% |
Lori Fernicola Castle Wealth Management LLC | 3,431 | $276,435.67 | $277,739.45 | $1,303.78 | 0.47% |
John Ritter Ritter Daniher Financial Advisory LLC / DE | 1,020 | $65,480.6 | $82,569 | $17,088.4 | 26.1% |
William Cantus Pacific Sage Partners LLC | 5,751 | $298,908.89 | $472,387.14 | $173,478.25 | 58.04% |