| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Craig Johnsen Fortitude Advisory Group LLC | 12,149 | $830,326.14 | $1.43M | $601,676.49 | 72.46% |
Jeffrey Gilbert Balboa Wealth Partners | 9,631 | $835,402.27 | $1.14M | $308,471.6 | 36.92% |
Gary M. Coon Finer Wealth Management Inc. | 48,688 | $2.53M | $5.75M | $3.23M | 127.86% |
Sean Murray Quantum Financial Advisors LLC | 12,071 | $790,530.02 | $1.43M | $638,676.38 | 80.79% |
Edward Lowndes Angeles Wealth Management LLC | 25,437 | $2.1M | $3.02M | $928,413.76 | 44.29% |
Christoph Von Dem Bussche Financial Guidance Group Inc. | 1,980 | $204,058.8 | $234,036 | $29,977.2 | 14.69% |
Angela Cox W Advisors LLC | 15,662 | $932,955.97 | $1.86M | $931,448.51 | 99.84% |
Bradley J. Lineberger Seaside Wealth Management Inc. | 6,310 | $307,871.74 | $747,671.9 | $439,800.16 | 142.85% |
Kevin Zemann WealthPlan Investment Management LLC | 127,448 | $8.92M | $15.02M | $6.1M | 68.45% |
Vito Collacuro Sutton Place Investors LLC | 4,554 | $319,702.54 | $541,971.54 | $222,269 | 69.52% |
| WIM Warwick Investment Management Inc. Warwick Investment Management Inc. | 7,276 | $493,482.04 | $865,480.2 | $371,998.16 | 75.38% |
Benjamin Cauley Carr Financial Group Corp. | 11,661 | $875,200.09 | $1.38M | $509,744.23 | 58.24% |
James Rukstalis ESG Planning DBA Harper Investing | 8,017 | $981,354.54 | $949,934.33 | -$31,420.21 | -3.2% |
Michael Stulic Astoria Portfolio Advisors LLC | 3,804 | $358,240.11 | $451,686.96 | $93,446.85 | 26.08% |
David W. Chenet Presidio Capital Management LLC | 2,045 | $227,851.87 | $242,312.05 | $14,460.18 | 6.35% |
Mary Lecca ARGONAUTICA PRIVATE WEALTH MANAGEMENT Inc. | 49,874 | $2.38M | $5.92M | $3.54M | 148.73% |
| TL Tradewinds LLC Tradewinds LLC | 629 | $64,824.61 | $74,709.47 | $9,884.86 | 15.25% |
Leonid Berline ARMSTRONG ADVISORY GROUP Inc. | 9,437 | $645,497.86 | $1.12M | $472,645.08 | 73.22% |
Nolan Baker Retirement Guys Formula LLC | 28,760 | $3.21M | $3.42M | $213,029.23 | 6.64% |
| CIG CHB Investment Group LLC CHB Investment Group LLC | 38,383 | $3.75M | $4.55M | $800,331.61 | 21.32% |