| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Michael Byun SageView Advisory Group LLC | 1,684 | $329,653.44 | $408,723.64 | $79,070.2 | 23.99% |
Daniel Hays Comprehensive Financial Consultants Institutional Inc. | 13,339 | $1.78M | $3.2M | $1.41M | 79.19% |
Patricia A. Thompson Leeward Investments LLC - MA | 30,790 | $3.85M | $7.52M | $3.68M | 95.54% |
Mark Fiskio Empirical Asset Management LLC | 3,099 | $649,462.26 | $751,755.42 | $102,293.16 | 15.75% |
Timothy Gerlach Novem Group | 22,128 | $4.3M | $5.37M | $1.07M | 24.84% |
Daniel Ronan Catalyst Financial Partners LLC | 2,840 | $608,297.63 | $689,154.4 | $80,856.77 | 13.29% |
Amanda Hawley Atria Wealth Solutions Inc. | 3,130 | $603,432.7 | $749,948 | $146,515.3 | 24.28% |
Edward Lowndes Angeles Wealth Management LLC | 1,972 | $386,933.28 | $478,426.92 | $91,493.64 | 23.65% |
Kevin Zemann WealthPlan Investment Management LLC | 1,536 | $306,728.75 | $368,025.62 | $61,296.87 | 19.98% |
Michael Stulic Astoria Portfolio Advisors LLC | 2,717 | $586,251.93 | $659,280.05 | $73,028.12 | 12.46% |
Mary Lecca ARGONAUTICA PRIVATE WEALTH MANAGEMENT Inc. | 1,471 | $200,224.15 | $358,644.51 | $158,420.36 | 79.12% |
Leonid Berline ARMSTRONG ADVISORY GROUP Inc. | 108 | $21,235.07 | $25,891.92 | $4,656.85 | 21.93% |
| CIG CHB Investment Group LLC CHB Investment Group LLC | 17,092 | $3.26M | $4.1M | $843,839.15 | 25.91% |
| MK Malinda Khauv Cercano Management LLC | 1,118 | $212,710.38 | $271,629.28 | $58,918.9 | 27.7% |
William Cantus Pacific Sage Partners LLC | 1,019 | $211,062.92 | $246,577.62 | $35,514.7 | 16.83% |
CJ Harrison DecisionPoint Financial LLC | 60 | $12,579.08 | $14,376 | $1,796.92 | 14.28% |
| JG John Ginter Callan Family Office LLC | 7,669 | $1.57M | $1.85M | $276,993.56 | 17.66% |
Linda M. Dagilus Greenfield Savings Bank | 2,442 | $315,242.1 | $592,001.85 | $276,759.75 | 87.79% |
Amna Ali Khan GDS Wealth Management | 112,215 | $16.84M | $27.36M | $10.52M | 62.51% |
Mark Mowrey Signature Resources Capital Management LLC | 1 | $238 | $243.08 | $5.08 | 2.13% |