| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Amanda Hawley Atria Wealth Solutions Inc. | 57,977 | $3.62M | $3.79M | $163,495.66 | 4.51% |
Eric Dahm Range Financial Group LLC | 15,837 | $874,753.85 | $1.03M | $159,560.62 | 18.24% |
Gary M. Coon Finer Wealth Management Inc. | 5,002 | $311,115.27 | $326,680.62 | $15,565.35 | 5% |
Sean Murray Quantum Financial Advisors LLC | 4,902 | $267,964.12 | $320,149.62 | $52,185.5 | 19.47% |
Edward Lowndes Angeles Wealth Management LLC | 20,763 | $1.2M | $1.36M | $158,821.23 | 13.27% |
Angela Cox W Advisors LLC | 18,519 | $1.16M | $1.21M | $52,887.8 | 4.57% |
Kevin Zemann WealthPlan Investment Management LLC | 10,745 | $544,647.5 | $701,755.95 | $157,108.45 | 28.85% |
James Rukstalis ESG Planning DBA Harper Investing | 13,556 | $628,884.24 | $885,342.36 | $256,458.12 | 40.78% |
Michael Stulic Astoria Portfolio Advisors LLC | 3,611 | $208,065.82 | $235,834.41 | $27,768.59 | 13.35% |
| TL Tradewinds LLC Tradewinds LLC | 3,205 | $145,038.91 | $204,575.15 | $59,536.24 | 41.05% |
Joseph Wallace Wallace Advisory Group LLC | 4,540 | $266,334.4 | $296,507.4 | $30,173 | 11.33% |
Leonid Berline ARMSTRONG ADVISORY GROUP Inc. | 4,610 | $322,198.68 | $301,079.1 | -$21,119.58 | -6.55% |
Brad Saenz Coastwise Capital Group LLC | 28,961 | $1.34M | $1.89M | $554,536.4 | 41.48% |
Nadine Hofstetter Northwest Bank & Trust Co. | 9,631 | $614,649.23 | $629,000.61 | $14,351.38 | 2.33% |
John Ritter Ritter Daniher Financial Advisory LLC / DE | 6,513 | $489,170.5 | $425,364.03 | -$63,806.47 | -13.04% |
William Cantus Pacific Sage Partners LLC | 3,749 | $205,397.55 | $240,498.35 | $35,100.8 | 17.09% |
| BFG Bleakley Financial Group LLC Bleakley Financial Group LLC | 67,743 | $3.89M | $4.31M | $415,924.93 | 10.68% |
CJ Harrison DecisionPoint Financial LLC | 24 | $1,342.42 | $1,527.12 | $184.7 | 13.76% |
| JG John Ginter Callan Family Office LLC | 62,042 | $3.36M | $4.02M | $658,839.33 | 19.59% |
Brook Hart Presilium Private Wealth LLC | 4,137 | $238,388 | $270,187.47 | $31,799.47 | 13.34% |