| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Angela Cox W Advisors LLC | 4,419 | $200,008.14 | $258,091.69 | $58,083.55 | 29.04% |
Bradley J. Lineberger Seaside Wealth Management Inc. | 22,268 | $885,444.24 | $1.3M | $419,349.22 | 47.36% |
| WIM Warwick Investment Management Inc. Warwick Investment Management Inc. | 211,535 | $11.61M | $12.36M | $745,213.65 | 6.42% |
James Rukstalis ESG Planning DBA Harper Investing | 71,481 | $4.14M | $4.19M | $55,651.13 | 1.35% |
Joseph Wallace Wallace Advisory Group LLC | 8,083 | $460,382.56 | $472,087.61 | $11,705.05 | 2.54% |
Leonid Berline ARMSTRONG ADVISORY GROUP Inc. | 2,556 | $110,021.68 | $149,845.5 | $39,823.82 | 36.2% |
Nolan Baker Retirement Guys Formula LLC | 25,108 | $1.5M | $1.47M | -$31,749.07 | -2.12% |
Tom Deck Bricktown Capital LLC | 78,603 | $3.06M | $4.56M | $1.49M | 48.69% |
Rosemarie Ranzie Stage Harbor Financial LLC | 5,695 | $257,755.4 | $333,983.27 | $76,227.87 | 29.57% |
Adam Schwallier Schwallier Wealth Management LLC | 125,922 | $7.52M | $7.38M | -$138,494.01 | -1.84% |
John Ritter Ritter Daniher Financial Advisory LLC / DE | 684 | $38,113.97 | $39,713.04 | $1,599.07 | 4.2% |
William Cantus Pacific Sage Partners LLC | 4,570 | $226,032 | $267,527.8 | $41,495.8 | 18.36% |
| BFG Bleakley Financial Group LLC Bleakley Financial Group LLC | 246,856 | $13.11M | $14.48M | $1.38M | 10.51% |
Jeffrey Jones Cypress Financial Planning LLC | 195,168 | $8.39M | $11.47M | $3.08M | 36.71% |
CJ Harrison DecisionPoint Financial LLC | 14,205 | $553,747.86 | $835,111.95 | $281,364.09 | 50.81% |
| JG John Ginter Callan Family Office LLC | 240,716 | $10.82M | $14.12M | $3.3M | 30.52% |
| JB Jodi Burnett Invictus Private Wealth LLC | 1.18M | $50.9M | $69.46M | $18.57M | 36.48% |
Brook Hart Presilium Private Wealth LLC | 700,470 | $29.23M | $41.12M | $11.89M | 40.69% |
Rodrigo Diaz Plan Group Financial LLC | 63,207 | $3.63M | $3.68M | $49,640.86 | 1.37% |
Linda M. Dagilus Greenfield Savings Bank | 26,389 | $1.25M | $1.54M | $294,502.78 | 23.61% |