| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Nolan Baker Retirement Guys Formula LLC | 2,664 | $1.94M | $2M | $57,330.8 | 2.96% |
John DeMarco Trajan Wealth LLC | 10,201 | $3.99M | $7.64M | $3.65M | 91.33% |
Brad Saenz Coastwise Capital Group LLC | 1,045 | $282,253.04 | $782,684.1 | $500,431.06 | 177.3% |
Rosemarie Ranzie Stage Harbor Financial LLC | 191 | $203,396 | $138,897.11 | -$64,498.89 | -31.71% |
Adam Schwallier Schwallier Wealth Management LLC | 450 | $215,080.35 | $326,925 | $111,844.65 | 52% |
| DAL Drake & Associates LLC Drake & Associates LLC | 198 | $210,850.2 | $145,996.29 | -$64,853.91 | -30.76% |
Nadine Hofstetter Northwest Bank & Trust Co. | 557 | $137,049 | $417,181.85 | $280,132.85 | 204.4% |
| MK Malinda Khauv Cercano Management LLC | 2,180 | $852,642 | $1.63M | $780,134.36 | 91.5% |
Lori Fernicola Castle Wealth Management LLC | 299 | $211,829.54 | $223,945.02 | $12,115.48 | 5.72% |
| BFG Bleakley Financial Group LLC Bleakley Financial Group LLC | 26,321 | $9.44M | $19.13M | $9.69M | 102.64% |
CJ Harrison DecisionPoint Financial LLC | 39 | $18,401.04 | $28,689.37 | $10,288.33 | 55.91% |
| JG John Ginter Callan Family Office LLC | 20,108 | $9.13M | $14.65M | $5.52M | 60.41% |
Janelle Anderson Grand Wealth Management LLC | 334 | $236,625.64 | $243,412.52 | $6,786.88 | 2.87% |
Linda M. Dagilus Greenfield Savings Bank | 6,378 | $1.25M | $4.78M | $3.53M | 283.03% |
| RWM Ruedi Wealth Management Inc. Ruedi Wealth Management Inc. | 384 | $220,074 | $279,402.24 | $59,328.24 | 26.96% |
Amna Ali Khan GDS Wealth Management | 894 | $952,020.62 | $669,588.1 | -$282,432.52 | -29.67% |
Mark Mowrey Signature Resources Capital Management LLC | 850 | $286,683.36 | $605,595.25 | $318,911.89 | 111.24% |
Albert Moore First National Advisers LLC | 372 | $396,142.81 | $278,620.55 | -$117,522.26 | -29.67% |
Junaid Subhan Sagard Holdings Management Inc. | 61 | $23,681 | $44,978.65 | $21,297.65 | 89.94% |
Laura Schmidt Higgins & Schmidt Wealth Strategies LLC | 359 | $205,931.92 | $260,978.64 | $55,046.72 | 26.73% |