| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Amanda Hawley Atria Wealth Solutions Inc. | 16,128 | $1.12M | $2.52M | $1.4M | 125.11% |
Craig Johnsen Fortitude Advisory Group LLC | 5,280 | $304,233.6 | $825,422.4 | $521,188.8 | 171.31% |
Jeffrey Gilbert Balboa Wealth Partners | 3,085 | $309,649.38 | $509,240.95 | $199,591.57 | 64.46% |
Sean Murray Quantum Financial Advisors LLC | 2,004 | $218,667.33 | $325,369.44 | $106,702.11 | 48.8% |
Edward Lowndes Angeles Wealth Management LLC | 5,564 | $522,748.4 | $903,537.96 | $380,789.56 | 72.84% |
Angela Cox W Advisors LLC | 2,444 | $205,336.4 | $396,807.84 | $191,471.44 | 93.25% |
| TL Tradewinds LLC Tradewinds LLC | 1,419 | $156,854.5 | $232,162.59 | $75,308.09 | 48.01% |
Nadine Hofstetter Northwest Bank & Trust Co. | 2,139 | $95,228 | $349,576.75 | $254,348.75 | 267.09% |
John Ritter Ritter Daniher Financial Advisory LLC / DE | 4,189 | $456,839.85 | $684,608.23 | $227,768.38 | 49.86% |
| BFG Bleakley Financial Group LLC Bleakley Financial Group LLC | 24,848 | $1.98M | $4.06M | $2.09M | 105.66% |
CJ Harrison DecisionPoint Financial LLC | 12 | $1,697.92 | $1,961.16 | $263.24 | 15.5% |
| JG John Ginter Callan Family Office LLC | 112,282 | $10.29M | $18.35M | $8.06M | 78.4% |
Linda M. Dagilus Greenfield Savings Bank | 1,703 | $202,026.89 | $278,321.27 | $76,294.38 | 37.76% |
Mark Mowrey Signature Resources Capital Management LLC | 1,651 | $88,949.42 | $269,822.91 | $180,873.49 | 203.34% |
Albert Moore First National Advisers LLC | 22,834 | $2.5M | $3.73M | $1.23M | 49.31% |
Daniel McEnroe Azimuth Capital Investment Management LLC | 209,578 | $14.15M | $34.25M | $20.1M | 142% |
| FWA FSM Wealth Advisors LLC FSM Wealth Advisors LLC | 2,106 | $230,938.8 | $344,562.66 | $113,623.86 | 49.2% |
Hajime Yamamoto Resona Asset Management Co. Ltd. | 200,374 | $12.3M | $32.75M | $20.44M | 166.19% |
Rachel Faulk Cape Investment Advisory Inc. | 673 | $97,323 | $109,988.38 | $12,665.38 | 13.01% |
| DT Desaree Tatum Heritage Wealth Management Inc. | 10,000 | $598,800 | $1.64M | $1.04M | 173.23% |