| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Stephen Kenney Gray Private Wealth LLC | 4,472 | $477,283.95 | $840,512.4 | $363,228.45 | 76.1% |
Jeffrey Gilbert Balboa Wealth Partners | 19,616 | $1.51M | $3.61M | $2.1M | 138.85% |
Sean Murray Quantum Financial Advisors LLC | 4,000 | $531,600 | $740,800 | $209,200 | 39.35% |
Edward Lowndes Angeles Wealth Management LLC | 1,596 | $210,760.52 | $294,462 | $83,701.48 | 39.71% |
Kevin Zemann WealthPlan Investment Management LLC | 12,391 | $1.61M | $2.34M | $737,978.01 | 45.94% |
James Rukstalis ESG Planning DBA Harper Investing | 18,791 | $2.25M | $3.53M | $1.28M | 57.06% |
David W. Chenet Presidio Capital Management LLC | 1,150 | $219,098 | $215,809 | -$3,289 | -1.5% |
| TL Tradewinds LLC Tradewinds LLC | 3,300 | $628,716 | $613,206 | -$15,510 | -2.47% |
Joseph Wallace Wallace Advisory Group LLC | 1,590 | $224,078.7 | $296,375.98 | $72,297.28 | 32.26% |
Leonid Berline ARMSTRONG ADVISORY GROUP Inc. | 5,566 | $581,273.95 | $1.05M | $465,634.99 | 80.11% |
Brad Saenz Coastwise Capital Group LLC | 1,786 | $121,125.82 | $333,106.86 | $211,981.04 | 175.01% |
Lori Fernicola Castle Wealth Management LLC | 1,064 | $202,713.28 | $198,691.36 | -$4,021.92 | -1.98% |
| BFG Bleakley Financial Group LLC Bleakley Financial Group LLC | 26,173 | $3.94M | $4.92M | $973,690.58 | 24.7% |
CJ Harrison DecisionPoint Financial LLC | 1,000 | $178,753.4 | $189,150 | $10,396.6 | 5.82% |
| JG John Ginter Callan Family Office LLC | 19,142 | $2.13M | $3.59M | $1.46M | 68.34% |
Rodrigo Diaz Plan Group Financial LLC | 4,867 | $646,833.65 | $902,293.13 | $255,459.48 | 39.49% |
| WCI W.H. Cornerstone Investments Inc. W.H. Cornerstone Investments Inc. | 1,660 | $210,265.08 | $309,473.8 | $99,208.72 | 47.18% |
Mark Mowrey Signature Resources Capital Management LLC | 44 | $4,235 | $8,072.68 | $3,837.68 | 90.62% |
Laura Schmidt Higgins & Schmidt Wealth Strategies LLC | 1,432 | $272,825 | $269,173.04 | -$3,651.96 | -1.34% |
| GPB Greg P. Benner Vertex Planning Partners LLC | 14,070 | $1.76M | $2.62M | $867,796.49 | 49.43% |