| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Benjamin Cauley Carr Financial Group Corp. | 3,111 | $480,016.9 | $745,520.04 | $265,503.14 | 55.31% |
Joseph Wallace Wallace Advisory Group LLC | 3,496 | $734,624.31 | $860,330.64 | $125,706.33 | 17.11% |
Leonid Berline ARMSTRONG ADVISORY GROUP Inc. | 157 | $46,369.04 | $38,432.03 | -$7,937.01 | -17.12% |
John DeMarco Trajan Wealth LLC | 92,844 | $23.26M | $22.48M | -$773,045.85 | -3.32% |
Brad Saenz Coastwise Capital Group LLC | 5,595 | $1.23M | $1.37M | $139,813.79 | 11.33% |
| XV Xavier Volatier Transatlantique Private Wealth LLC | 4,281 | $912,526.73 | $1.02M | $107,956.64 | 11.83% |
Nadine Hofstetter Northwest Bank & Trust Co. | 5,597 | $1.19M | $1.33M | $147,456.89 | 12.44% |
Lori Fernicola Castle Wealth Management LLC | 6,046 | $1.57M | $1.48M | -$87,294.95 | -5.55% |
John Ritter Ritter Daniher Financial Advisory LLC / DE | 916 | $217,092 | $219,702.6 | $2,610.6 | 1.2% |
William Cantus Pacific Sage Partners LLC | 1,875 | $268,930.69 | $462,637.52 | $193,706.83 | 72.03% |
| BFG Bleakley Financial Group LLC Bleakley Financial Group LLC | 31,532 | $7.99M | $7.75M | -$244,074.37 | -3.06% |
| LWM Latko Wealth Management Ltd. Latko Wealth Management Ltd. | 2,018 | $552,326.33 | $487,014.03 | -$65,312.3 | -11.82% |
CJ Harrison DecisionPoint Financial LLC | 5 | $1,324.67 | $1,233.47 | -$91.2 | -6.88% |
| JG John Ginter Callan Family Office LLC | 31,272 | $8.03M | $7.62M | -$402,576.81 | -5.02% |
Jonmichael Dolgetta Advanced Portfolio Management LLC | 4,995 | $1.32M | $1.21M | -$117,756.68 | -8.9% |
Amna Ali Khan GDS Wealth Management | 145,671 | $28.19M | $34.85M | $6.67M | 23.65% |
Mark Mowrey Signature Resources Capital Management LLC | 64 | $15,401.78 | $15,404.8 | $3.02 | 0.02% |
Albert Moore First National Advisers LLC | 6,855 | $1.59M | $1.64M | $44,609.98 | 2.8% |
| FWA FSM Wealth Advisors LLC FSM Wealth Advisors LLC | 1,472 | $369,048.9 | $354,442.88 | -$14,606.02 | -3.96% |
| TC Trent Curry bLong Financial LLC | 4,453 | $1.48M | $1.09M | -$391,990.73 | -26.42% |