| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Craig Johnsen Fortitude Advisory Group LLC | 5,280 | $304,233.6 | $838,939.2 | $534,705.6 | 175.75% |
Jeffrey Gilbert Balboa Wealth Partners | 3,136 | $314,295.99 | $492,132.45 | $177,836.46 | 56.58% |
Sean Murray Quantum Financial Advisors LLC | 2,004 | $218,667.33 | $314,527.8 | $95,860.47 | 43.84% |
Edward Lowndes Angeles Wealth Management LLC | 5,372 | $495,244.4 | $843,135.4 | $347,891 | 70.25% |
Angela Cox W Advisors LLC | 2,444 | $205,336.4 | $383,585.8 | $178,249.4 | 86.81% |
| TL Tradewinds LLC Tradewinds LLC | 7,844 | $856,931.05 | $1.23M | $374,184.75 | 43.67% |
Nadine Hofstetter Northwest Bank & Trust Co. | 2,139 | $95,228 | $335,716.05 | $240,488.05 | 252.54% |
John Ritter Ritter Daniher Financial Advisory LLC / DE | 4,189 | $456,839.85 | $657,463.55 | $200,623.7 | 43.92% |
| BFG Bleakley Financial Group LLC Bleakley Financial Group LLC | 24,720 | $1.96M | $3.89M | $1.93M | 98.55% |
CJ Harrison DecisionPoint Financial LLC | 1 | $91 | $156.95 | $65.95 | 72.47% |
| JG John Ginter Callan Family Office LLC | 118,236 | $10.74M | $18.59M | $7.84M | 73.01% |
Linda M. Dagilus Greenfield Savings Bank | 1,703 | $202,026.89 | $267,728.63 | $65,701.74 | 32.52% |
Mark Mowrey Signature Resources Capital Management LLC | 1,651 | $88,949.42 | $259,553.71 | $170,604.29 | 191.8% |
Albert Moore First National Advisers LLC | 27,894 | $3.05M | $4.38M | $1.33M | 43.49% |
Daniel McEnroe Azimuth Capital Investment Management LLC | 218,606 | $14.69M | $34.37M | $19.67M | 133.88% |
| FWA FSM Wealth Advisors LLC FSM Wealth Advisors LLC | 2,106 | $230,938.8 | $331,084.26 | $100,145.46 | 43.36% |
Hajime Yamamoto Resona Asset Management Co. Ltd. | 218,379 | $13.34M | $34.37M | $21.03M | 157.63% |
| DT Desaree Tatum Heritage Wealth Management Inc. | 10,000 | $598,800 | $1.57M | $973,300 | 162.54% |
Mariana Coli Dunhill Financial LLC | 447 | $43,976.74 | $70,346.62 | $26,369.88 | 59.96% |
| LWM Lodestone Wealth Management LLC Lodestone Wealth Management LLC | 4 | $464 | $635.64 | $171.64 | 36.99% |