| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Edward Lowndes Angeles Wealth Management LLC | 2,675 | $941,220.36 | $1.7M | $755,264.67 | 80.24% |
Angela Cox W Advisors LLC | 307 | $218,955.48 | $194,699.4 | -$24,256.08 | -11.08% |
Benjamin Cauley Carr Financial Group Corp. | 1,122 | $276,783.14 | $729,580.5 | $452,797.36 | 163.59% |
Michael Stulic Astoria Portfolio Advisors LLC | 349 | $195,126.96 | $221,335.8 | $26,208.84 | 13.43% |
Mary Lecca ARGONAUTICA PRIVATE WEALTH MANAGEMENT Inc. | 562 | $314,630.7 | $356,420.41 | $41,789.71 | 13.28% |
| TL Tradewinds LLC Tradewinds LLC | 2,350 | $1.68M | $1.48M | -$192,582.53 | -11.49% |
Leonid Berline ARMSTRONG ADVISORY GROUP Inc. | 579 | $173,786.49 | $367,201.81 | $193,415.32 | 111.29% |
Nolan Baker Retirement Guys Formula LLC | 3,770 | $1.28M | $2.39M | $1.11M | 86.73% |
Nadine Hofstetter Northwest Bank & Trust Co. | 200 | $49,032 | $126,840 | $77,808 | 158.69% |
| MK Malinda Khauv Cercano Management LLC | 382 | $205,524 | $243,658.69 | $38,134.69 | 18.55% |
John Ritter Ritter Daniher Financial Advisory LLC / DE | 125 | $41,424.9 | $79,275 | $37,850.1 | 91.37% |
CJ Harrison DecisionPoint Financial LLC | 29 | $14,786.73 | $19,007.76 | $4,221.03 | 28.55% |
| JG John Ginter Callan Family Office LLC | 5,198 | $2.28M | $3.3M | $1.02M | 45.01% |
Linda M. Dagilus Greenfield Savings Bank | 856 | $165,661.68 | $542,875.21 | $377,213.53 | 227.7% |
Amna Ali Khan GDS Wealth Management | 476 | $207,293.22 | $303,616.59 | $96,323.37 | 46.47% |
Mark Mowrey Signature Resources Capital Management LLC | 5 | $2,186.2 | $3,171 | $984.8 | 45.05% |
Daniel McEnroe Azimuth Capital Investment Management LLC | 27,079 | $13.86M | $17.27M | $3.41M | 24.6% |
| FWA FSM Wealth Advisors LLC FSM Wealth Advisors LLC | 481 | $248,611.48 | $305,050.2 | $56,438.72 | 22.7% |
Anita Woodhouse V-Square Quantitative Management LLC | 3,275 | $1.74M | $2.08M | $339,545.38 | 19.54% |
Hajime Yamamoto Resona Asset Management Co. Ltd. | 41,244 | $12.42M | $26.16M | $13.74M | 110.68% |