| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Nolan Baker Retirement Guys Formula LLC | 1,061 | $242,918.47 | $302,740.43 | $59,821.96 | 24.63% |
| CIG CHB Investment Group LLC CHB Investment Group LLC | 2,250 | $444,330 | $644,535 | $200,205 | 45.06% |
John DeMarco Trajan Wealth LLC | 37,545 | $7.6M | $10.7M | $3.09M | 40.7% |
Brad Saenz Coastwise Capital Group LLC | 1,666 | $282,360.6 | $474,143.6 | $191,783 | 67.92% |
| XV Xavier Volatier Transatlantique Private Wealth LLC | 6,175 | $1.08M | $1.77M | $683,967.71 | 63.11% |
| DAL Drake & Associates LLC Drake & Associates LLC | 8,068 | $1.35M | $2.3M | $945,026.5 | 69.88% |
Nadine Hofstetter Northwest Bank & Trust Co. | 700 | $94,310.31 | $200,255.99 | $105,945.68 | 112.34% |
| MK Malinda Khauv Cercano Management LLC | 1,789 | $317,905.29 | $506,609.02 | $188,703.73 | 59.36% |
Lori Fernicola Castle Wealth Management LLC | 3,127 | $642,728.74 | $889,944.2 | $247,215.46 | 38.46% |
John Ritter Ritter Daniher Financial Advisory LLC / DE | 1,236 | $224,717.82 | $352,494.84 | $127,777.02 | 56.86% |
William Cantus Pacific Sage Partners LLC | 1,158 | $211,670.09 | $328,385.64 | $116,715.55 | 55.14% |
| BFG Bleakley Financial Group LLC Bleakley Financial Group LLC | 92,109 | $17.37M | $26.58M | $9.21M | 53.02% |
Jeffrey Jones Cypress Financial Planning LLC | 1,320 | $238,014.79 | $377,005.07 | $138,990.28 | 58.4% |
CJ Harrison DecisionPoint Financial LLC | 13 | $2,970.5 | $3,683.94 | $713.44 | 24.02% |
| JG John Ginter Callan Family Office LLC | 58,732 | $11.87M | $16.74M | $4.88M | 41.08% |
Brian Szymczak FSR Wealth Management Ltd. | 5,767 | $1.26M | $1.65M | $384,565.95 | 30.47% |
Rodrigo Diaz Plan Group Financial LLC | 1,491 | $312,010 | $424,368.42 | $112,358.42 | 36.01% |
Linda M. Dagilus Greenfield Savings Bank | 17,997 | $2.78M | $5.14M | $2.35M | 84.46% |
| TIM Tevis Investment Management Tevis Investment Management | 4,000 | $541,600 | $1.14M | $600,839.6 | 110.94% |
Jonmichael Dolgetta Advanced Portfolio Management LLC | 5,284 | $1.21M | $1.51M | $299,867.16 | 24.84% |