| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Nolan Baker Retirement Guys Formula LLC | 6,334 | $2.11M | $2.47M | $354,937.31 | 16.82% |
Arpan Shah XY Capital Ltd. | 129 | $48,730 | $54,489.6 | $5,759.6 | 11.82% |
Brad Saenz Coastwise Capital Group LLC | 2,228 | $692,447.91 | $867,315.84 | $174,867.93 | 25.25% |
Rosemarie Ranzie Stage Harbor Financial LLC | 617 | $233,072 | $263,782.92 | $30,710.92 | 13.18% |
| XV Xavier Volatier Transatlantique Private Wealth LLC | 10,134 | $1.07M | $3.94M | $2.87M | 267.82% |
| DAL Drake & Associates LLC Drake & Associates LLC | 2,814 | $769,819.17 | $1.2M | $433,236.15 | 56.28% |
Nadine Hofstetter Northwest Bank & Trust Co. | 870 | $139,681.11 | $338,673.6 | $198,992.49 | 142.46% |
| MK Malinda Khauv Cercano Management LLC | 12,325 | $2.13M | $5.13M | $3M | 141.19% |
Lori Fernicola Castle Wealth Management LLC | 8,701 | $1.04M | $3.39M | $2.35M | 226.03% |
John Ritter Ritter Daniher Financial Advisory LLC / DE | 1,734 | $130,686.44 | $675,011.52 | $544,325.08 | 416.51% |
William Cantus Pacific Sage Partners LLC | 1,357 | $404,303.67 | $576,345.04 | $172,041.37 | 42.55% |
| BFG Bleakley Financial Group LLC Bleakley Financial Group LLC | 198,505 | $25.63M | $83.01M | $57.38M | 223.91% |
Jeffrey Jones Cypress Financial Planning LLC | 666 | $218,557.26 | $259,260.48 | $40,703.22 | 18.62% |
CJ Harrison DecisionPoint Financial LLC | 52 | $14,917.81 | $21,744.32 | $6,826.51 | 45.76% |
| JG John Ginter Callan Family Office LLC | 212,834 | $62.38M | $89.9M | $27.52M | 44.11% |
| JB Jodi Burnett Invictus Private Wealth LLC | 135,524 | $32.3M | $52.76M | $20.45M | 63.32% |
Rodrigo Diaz Plan Group Financial LLC | 12,327 | $2.02M | $4.8M | $2.78M | 137.79% |
Linda M. Dagilus Greenfield Savings Bank | 4,191 | $768,549.2 | $1.63M | $862,923.28 | 112.28% |
Jonmichael Dolgetta Advanced Portfolio Management LLC | 6,052 | $2M | $2.36M | $359,307.24 | 18% |
| RWM Ruedi Wealth Management Inc. Ruedi Wealth Management Inc. | 820 | $283,869.65 | $319,209.6 | $35,339.95 | 12.45% |