| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jeffrey Gilbert Balboa Wealth Partners | 1,376 | $254,876.48 | $254,752.64 | -$123.84 | -0.05% |
Edward Lowndes Angeles Wealth Management LLC | 4,813 | $811,582.51 | $865,569.92 | $53,987.41 | 6.65% |
Kevin Zemann WealthPlan Investment Management LLC | 2,051 | $302,563.52 | $368,851.84 | $66,288.32 | 21.91% |
Michael Stulic Astoria Portfolio Advisors LLC | 2,395 | $311,222.78 | $430,716.8 | $119,494.02 | 38.4% |
Leonid Berline ARMSTRONG ADVISORY GROUP Inc. | 156,067 | $15.62M | $28.07M | $12.44M | 79.65% |
Tom Deck Bricktown Capital LLC | 4,933 | $601,185 | $887,150.72 | $285,965.72 | 47.57% |
CJ Harrison DecisionPoint Financial LLC | 255 | $29,808.52 | $45,859.2 | $16,050.68 | 53.85% |
| JB Jodi Burnett Invictus Private Wealth LLC | 3,397 | $422,292.69 | $610,916.48 | $188,623.79 | 44.67% |
Brook Hart Presilium Private Wealth LLC | 3,622 | $670,903 | $651,380.48 | -$19,522.52 | -2.91% |
Rodrigo Diaz Plan Group Financial LLC | 2,073 | $335,313 | $372,808.32 | $37,495.32 | 11.18% |
Mark Mowrey Signature Resources Capital Management LLC | 108 | $12,931.51 | $19,422.72 | $6,491.21 | 50.2% |
| GPB Greg P. Benner Vertex Planning Partners LLC | 5,799 | $660,341.31 | $1.08M | $421,230.12 | 63.79% |
Rachel Faulk Cape Investment Advisory Inc. | 172 | $31,860 | $30,932.48 | -$927.52 | -2.91% |
| CAL Cresta Advisors Ltd. Cresta Advisors Ltd. | 9,772 | $1.15M | $1.76M | $610,894.63 | 53.28% |
Mariana Coli Dunhill Financial LLC | 743 | $111,237.93 | $137,559.02 | $26,321.09 | 23.66% |
Lukas Lindgren Abound Wealth Management | 99 | $13,370.03 | $17,804.16 | $4,434.13 | 33.16% |
| SMK Solomon M. Kilgroe Cyndeo Wealth Partners LLC | 1,300 | $240,738 | $233,792 | -$6,946 | -2.89% |
Brian Dechow SWAN Capital LLC | 34 | $4,885.38 | $6,319.92 | $1,434.54 | 29.36% |
Bert D. Barre Colonial Trust Co. / SC | 150 | $14,731.5 | $27,690 | $12,958.5 | 87.96% |
David Kennon David Kennon Inc | 18,779 | $3.48M | $3.38M | -$101,218.81 | -2.91% |