| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| TL Tradewinds LLC Tradewinds LLC | 2,930 | $678,381.94 | $730,917.83 | $52,535.89 | 7.74% |
Joseph Wallace Wallace Advisory Group LLC | 1,867 | $307,851.04 | $468,504.98 | $160,653.94 | 52.19% |
Leonid Berline ARMSTRONG ADVISORY GROUP Inc. | 9,265 | $1.5M | $2.32M | $827,372.14 | 55.25% |
Nolan Baker Retirement Guys Formula LLC | 1,061 | $242,918.47 | $266,247.34 | $23,328.87 | 9.6% |
| CIG CHB Investment Group LLC CHB Investment Group LLC | 2,250 | $444,330 | $564,615 | $120,285 | 27.07% |
John DeMarco Trajan Wealth LLC | 37,545 | $7.6M | $9.34M | $1.74M | 22.85% |
Brad Saenz Coastwise Capital Group LLC | 1,666 | $282,360.6 | $418,066.04 | $135,705.44 | 48.06% |
| XV Xavier Volatier Transatlantique Private Wealth LLC | 6,175 | $1.08M | $1.55M | $465,804.96 | 42.98% |
| DAL Drake & Associates LLC Drake & Associates LLC | 8,068 | $1.35M | $1.98M | $631,463.68 | 46.69% |
Nadine Hofstetter Northwest Bank & Trust Co. | 700 | $94,310.31 | $175,658 | $81,347.69 | 86.26% |
| MK Malinda Khauv Cercano Management LLC | 1,789 | $317,905.29 | $445,031.62 | $127,126.33 | 39.99% |
Lori Fernicola Castle Wealth Management LLC | 3,127 | $642,728.74 | $784,689.38 | $141,960.64 | 22.09% |
John Ritter Ritter Daniher Financial Advisory LLC / DE | 1,236 | $224,717.82 | $310,161.84 | $85,444.02 | 38.02% |
William Cantus Pacific Sage Partners LLC | 1,158 | $211,670.09 | $282,320.4 | $70,650.31 | 33.38% |
| BFG Bleakley Financial Group LLC Bleakley Financial Group LLC | 92,109 | $17.37M | $22.46M | $5.09M | 29.28% |
Jeffrey Jones Cypress Financial Planning LLC | 1,318 | $237,484.63 | $330,738.92 | $93,254.29 | 39.27% |
CJ Harrison DecisionPoint Financial LLC | 13 | $2,970.5 | $3,169.4 | $198.9 | 6.7% |
| JG John Ginter Callan Family Office LLC | 58,732 | $11.87M | $14.56M | $2.7M | 22.71% |
Brian Szymczak FSR Wealth Management Ltd. | 5,767 | $1.26M | $1.45M | $185,085.42 | 14.67% |
Rodrigo Diaz Plan Group Financial LLC | 1,516 | $317,246.8 | $380,425.04 | $63,178.24 | 19.91% |