| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Timothy Gerlach Novem Group | 795 | $233,083 | $236,297.85 | $3,214.85 | 1.38% |
| MSN Melissa S. Nehrt Powers Advisory Group LLC | 1,271 | $349,825.95 | $379,393.5 | $29,567.55 | 8.45% |
Daniel Ronan Catalyst Financial Partners LLC | 1,719 | $489,569.1 | $512,107.29 | $22,538.19 | 4.6% |
Amanda Hawley Atria Wealth Solutions Inc. | 8,854 | $2.22M | $2.63M | $407,076.39 | 18.34% |
Gary M. Coon Finer Wealth Management Inc. | 895 | $273,540.7 | $268,133.05 | -$5,407.65 | -1.98% |
Edward Lowndes Angeles Wealth Management LLC | 709 | $205,976.24 | $210,799.89 | $4,823.65 | 2.34% |
James M. Perkins Quantum Private Wealth LLC | 1,630 | $495,478 | $488,608.8 | -$6,869.2 | -1.39% |
Kevin Zemann WealthPlan Investment Management LLC | 4,251 | $1.17M | $1.26M | $86,638.55 | 7.38% |
Michael Stulic Astoria Portfolio Advisors LLC | 1,101 | $311,545.96 | $327,921.84 | $16,375.88 | 5.26% |
| TL Tradewinds LLC Tradewinds LLC | 3,242 | $950,489.53 | $967,947.73 | $17,458.2 | 1.84% |
Leonid Berline ARMSTRONG ADVISORY GROUP Inc. | 8 | $2,466.07 | $2,361.2 | -$104.87 | -4.25% |
John DeMarco Trajan Wealth LLC | 30,326 | $8.87M | $9.1M | $236,070.46 | 2.66% |
John Ritter Ritter Daniher Financial Advisory LLC / DE | 911 | $248,447.92 | $270,853.96 | $22,406.04 | 9.02% |
CJ Harrison DecisionPoint Financial LLC | 52 | $12,963.81 | $15,423.2 | $2,459.39 | 18.97% |
| JG John Ginter Callan Family Office LLC | 29,175 | $8.32M | $8.62M | $299,261.59 | 3.6% |
Linda M. Dagilus Greenfield Savings Bank | 2,325 | $658,347.3 | $698,499.75 | $40,152.45 | 6.1% |
| TIM Tevis Investment Management Tevis Investment Management | 4,737 | $1.36M | $1.4M | $37,964.9 | 2.79% |
Anu Prabhu Altrius Capital Management Inc. | 20,686 | $5.05M | $6.11M | $1.06M | 20.91% |
Mark Mowrey Signature Resources Capital Management LLC | 2,168 | $591,257 | $649,511.12 | $58,254.12 | 9.85% |
Daniel McEnroe Azimuth Capital Investment Management LLC | 12,742 | $3.09M | $3.8M | $711,301.96 | 23.05% |