| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Lincoln Bach Delap Wealth Advisory LLC | 1,205 | $640,617.53 | $827,413.27 | $186,795.74 | 29.16% |
Matthew Heller Willner & Heller LLC | 704 | $370,382.54 | $483,401.61 | $113,019.07 | 30.51% |
Ryan Cahill Cahill Wealth Management LLC | 1,326 | $574,126.04 | $910,497.93 | $336,371.89 | 58.59% |
Stephen Kenney Gray Private Wealth LLC | 429 | $269,148.03 | $294,572.86 | $25,424.83 | 9.45% |
Craig Johnsen Fortitude Advisory Group LLC | 3,221 | $1.86M | $2.21M | $352,750.93 | 18.98% |
Jeffrey Gilbert Balboa Wealth Partners | 13,082 | $7.86M | $9.3M | $1.44M | 18.27% |
Edward Lowndes Angeles Wealth Management LLC | 167,407 | $75.65M | $114.95M | $39.3M | 51.95% |
Christoph Von Dem Bussche Financial Guidance Group Inc. | 413 | $206,553.69 | $283,586.46 | $77,032.77 | 37.29% |
Angela Cox W Advisors LLC | 506 | $310,013.14 | $347,444.91 | $37,431.77 | 12.07% |
Bradley J. Lineberger Seaside Wealth Management Inc. | 631 | $280,481.3 | $447,719.74 | $167,238.44 | 59.63% |
Kevin Zemann WealthPlan Investment Management LLC | 7,540 | $4.81M | $5.18M | $367,943.29 | 7.65% |
| WIM Warwick Investment Management Inc. Warwick Investment Management Inc. | 3,730 | $1.41M | $2.56M | $1.16M | 82.2% |
Benjamin Cauley Carr Financial Group Corp. | 389 | $221,674.75 | $275,256.39 | $53,581.64 | 24.17% |
Michael Stulic Astoria Portfolio Advisors LLC | 700 | $451,400.46 | $480,655.01 | $29,254.55 | 6.48% |
David W. Chenet Presidio Capital Management LLC | 615 | $380,047.81 | $422,289.76 | $42,241.95 | 11.11% |
Mary Lecca ARGONAUTICA PRIVATE WEALTH MANAGEMENT Inc. | 5,835 | $3.4M | $4.01M | $607,602.29 | 17.88% |
| TL Tradewinds LLC Tradewinds LLC | 3,289 | $2.26M | $2.35M | $88,145.17 | 3.9% |
Leonid Berline ARMSTRONG ADVISORY GROUP Inc. | 11,837 | $4.4M | $8.13M | $3.73M | 84.81% |
| CIG CHB Investment Group LLC CHB Investment Group LLC | 3,985 | $2.1M | $2.74M | $632,768.54 | 30.08% |
| TD Teresa Douberly Ridgeline Wealth LLC | 857 | $588,875 | $588,459.07 | -$415.93 | -0.07% |