| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| TL Tradewinds LLC Tradewinds LLC | 1,552 | $108,636.3 | $178,588.64 | $69,952.34 | 64.39% |
Joseph Wallace Wallace Advisory Group LLC | 4,944 | $258,104.22 | $561,836.16 | $303,731.94 | 117.68% |
Leonid Berline ARMSTRONG ADVISORY GROUP Inc. | 7,120 | $351,175.52 | $778,856.8 | $427,681.28 | 121.79% |
Brad Saenz Coastwise Capital Group LLC | 17,276 | $827,310.54 | $1.96M | $1.14M | 137.3% |
| XV Xavier Volatier Transatlantique Private Wealth LLC | 6,768 | $308,541.81 | $778,793.76 | $470,251.95 | 152.41% |
Nadine Hofstetter Northwest Bank & Trust Co. | 15,233 | $786,065.03 | $1.75M | $966,796.28 | 122.99% |
| MK Malinda Khauv Cercano Management LLC | 1,840 | $216,126 | $209,097.6 | -$7,028.4 | -3.25% |
Lori Fernicola Castle Wealth Management LLC | 3,038 | $214,334.36 | $345,238.32 | $130,903.96 | 61.07% |
John Ritter Ritter Daniher Financial Advisory LLC / DE | 3,424 | $247,088.73 | $389,103.36 | $142,014.63 | 57.48% |
William Cantus Pacific Sage Partners LLC | 15,880 | $766,695.13 | $1.8M | $1.04M | 135.37% |
| BFG Bleakley Financial Group LLC Bleakley Financial Group LLC | 157,905 | $8.57M | $17.21M | $8.64M | 100.78% |
CJ Harrison DecisionPoint Financial LLC | 1,380 | $78,915.16 | $151,593 | $72,677.84 | 92.1% |
| JG John Ginter Callan Family Office LLC | 133,192 | $9.5M | $14.54M | $5.04M | 52.99% |
| JB Jodi Burnett Invictus Private Wealth LLC | 3,578 | $266,532.59 | $389,787.32 | $123,254.73 | 46.24% |
Janelle Anderson Grand Wealth Management LLC | 1,985 | $154,016.15 | $216,325.3 | $62,309.15 | 40.46% |
Brian Szymczak FSR Wealth Management Ltd. | 1,834 | $141,272.99 | $199,447.5 | $58,174.51 | 41.18% |
Linda M. Dagilus Greenfield Savings Bank | 35,307 | $1.63M | $4.01M | $2.39M | 146.78% |
Jonmichael Dolgetta Advanced Portfolio Management LLC | 10,241 | $788,864 | $1.12M | $326,278.49 | 41.36% |
Anu Prabhu Altrius Capital Management Inc. | 6,256 | $340,012.54 | $682,967.52 | $342,954.98 | 100.87% |
| WCI W.H. Cornerstone Investments Inc. W.H. Cornerstone Investments Inc. | 8,159 | $350,370.5 | $927,188.76 | $576,818.26 | 164.63% |