| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Sean Murray Quantum Financial Advisors LLC | 1,604 | $351,037.08 | $363,386.2 | $12,349.12 | 3.52% |
Edward Lowndes Angeles Wealth Management LLC | 5,043 | $979,376.91 | $1.14M | $163,114.74 | 16.65% |
Christoph Von Dem Bussche Financial Guidance Group Inc. | 1,032 | $219,970.8 | $233,799.6 | $13,828.8 | 6.29% |
James M. Perkins Quantum Private Wealth LLC | 1,233 | $226,854.08 | $279,336.15 | $52,482.07 | 23.13% |
Kevin Zemann WealthPlan Investment Management LLC | 1,654 | $358,794.86 | $374,713.7 | $15,918.84 | 4.44% |
Michael Stulic Astoria Portfolio Advisors LLC | 2,016 | $457,035.44 | $456,724.8 | -$310.64 | -0.07% |
| TL Tradewinds LLC Tradewinds LLC | 24,432 | $5.44M | $5.49M | $46,822.34 | 0.86% |
Joseph Wallace Wallace Advisory Group LLC | 1,087 | $238,844.58 | $246,259.85 | $7,415.27 | 3.1% |
Leonid Berline ARMSTRONG ADVISORY GROUP Inc. | 8,375 | $1.31M | $1.9M | $582,588.28 | 44.31% |
Nolan Baker Retirement Guys Formula LLC | 6,177 | $1.35M | $1.4M | $53,081.62 | 3.94% |
| DAL Drake & Associates LLC Drake & Associates LLC | 4,016 | $863,573.79 | $914,322.72 | $50,748.93 | 5.88% |
Lori Fernicola Castle Wealth Management LLC | 933 | $215,878.01 | $211,371.15 | -$4,506.86 | -2.09% |
| BFG Bleakley Financial Group LLC Bleakley Financial Group LLC | 14,762 | $2.78M | $3.31M | $527,032.38 | 18.93% |
CJ Harrison DecisionPoint Financial LLC | 25 | $4,569.85 | $5,607.75 | $1,037.9 | 22.71% |
| JG John Ginter Callan Family Office LLC | 16,252 | $3.62M | $3.68M | $60,468.19 | 1.67% |
Amna Ali Khan GDS Wealth Management | 1,114 | $255,880.46 | $252,120.48 | -$3,759.98 | -1.47% |
Mark Mowrey Signature Resources Capital Management LLC | 9 | $2,031.92 | $2,038.95 | $7.03 | 0.35% |
Albert Moore First National Advisers LLC | 15,935 | $2.85M | $3.61M | $764,842.39 | 26.88% |
| FWA FSM Wealth Advisors LLC FSM Wealth Advisors LLC | 1,672 | $382,801.6 | $378,791.6 | -$4,010 | -1.05% |
| TC Trent Curry bLong Financial LLC | 1,871 | $377,552 | $423,875.05 | $46,323.05 | 12.27% |