| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Daniel Ronan Catalyst Financial Partners LLC | 8,758 | $891,008.61 | $1.06M | $164,155.23 | 18.42% |
Amanda Hawley Atria Wealth Solutions Inc. | 22,435 | $2.57M | $2.7M | $130,777.66 | 5.08% |
Sean Murray Quantum Financial Advisors LLC | 4,204 | $419,352.54 | $506,497.92 | $87,145.38 | 20.78% |
Edward Lowndes Angeles Wealth Management LLC | 10,785 | $1.14M | $1.3M | $158,975.11 | 13.94% |
Angela Cox W Advisors LLC | 2,981 | $307,486.17 | $359,150.88 | $51,664.71 | 16.8% |
| WIM Warwick Investment Management Inc. Warwick Investment Management Inc. | 3,984 | $352,907.01 | $479,992.32 | $127,085.31 | 36.01% |
Leonid Berline ARMSTRONG ADVISORY GROUP Inc. | 2,244 | $245,912.76 | $270,357.12 | $24,444.36 | 9.94% |
Brad Saenz Coastwise Capital Group LLC | 3,341 | $436,834.04 | $402,523.68 | -$34,310.36 | -7.85% |
Nadine Hofstetter Northwest Bank & Trust Co. | 276 | $28,596 | $33,252.48 | $4,656.48 | 16.28% |
John Ritter Ritter Daniher Financial Advisory LLC / DE | 4,020 | $379,032.88 | $484,329.6 | $105,296.72 | 27.78% |
| BFG Bleakley Financial Group LLC Bleakley Financial Group LLC | 37,005 | $3.93M | $4.36M | $432,835.1 | 11.01% |
CJ Harrison DecisionPoint Financial LLC | 1,672 | $180,927.47 | $197,195.68 | $16,268.21 | 8.99% |
| JG John Ginter Callan Family Office LLC | 72,921 | $6.79M | $9.18M | $2.4M | 35.32% |
Linda M. Dagilus Greenfield Savings Bank | 9,218 | $879,015.19 | $1.11M | $231,569.45 | 26.34% |
| TIM Tevis Investment Management Tevis Investment Management | 2,609 | $221,933.15 | $304,626.84 | $82,693.69 | 37.26% |
| DCM Douglas C. McCoy Montchanin Asset Management LLC | 8,235 | $746,196.85 | $992,152.8 | $245,955.95 | 32.96% |
Mark Mowrey Signature Resources Capital Management LLC | 803 | $89,667.45 | $96,745.44 | $7,077.99 | 7.89% |
Albert Moore First National Advisers LLC | 19,189 | $2.2M | $2.31M | $109,571.17 | 4.98% |
| FWA FSM Wealth Advisors LLC FSM Wealth Advisors LLC | 2,779 | $268,357.47 | $334,813.92 | $66,456.45 | 24.76% |
| TC Trent Curry bLong Financial LLC | 4,040 | $400,646.09 | $486,739.2 | $86,093.11 | 21.49% |