| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Leanne Menzel Smallwood Wealth Investment Management LLC | 258 | $14,466.06 | $16,408.8 | $1,942.74 | 13.43% |
Molly Crider Walker Asset Management LLC | 6,607 | $327,570.39 | $420,799.83 | $93,229.44 | 28.46% |
David K. Balsdon Harvest Portfolios Group Inc. | 197,131 | $11.23M | $12.53M | $1.3M | 11.57% |
| BPN Brent P. Nicks Strategic Planning Inc. | 77,972 | $4.37M | $4.91M | $540,348.36 | 12.36% |
Christopher M. Marks Sterling Investment Counsel LLC | 4,259 | $249,534.81 | $271,213.12 | $21,678.31 | 8.69% |
Mary Casey O'Dell Dixon Lanham O'Dell & Company Inc. | 3,488 | $213,353.22 | $222,046.08 | $8,692.86 | 4.07% |
Daniel Ronan Catalyst Financial Partners LLC | 9,978 | $556,271.76 | $635,249.37 | $78,977.61 | 14.2% |
Amanda Hawley Atria Wealth Solutions Inc. | 15,273 | $786,311.21 | $960,060.78 | $173,749.57 | 22.1% |
Jeffrey Gilbert Balboa Wealth Partners | 7,021 | $416,564.12 | $446,465.39 | $29,901.27 | 7.18% |
Edward Lowndes Angeles Wealth Management LLC | 5,964 | $349,430.76 | $379,548.96 | $30,118.2 | 8.62% |
| TL Tradewinds LLC Tradewinds LLC | 50,402 | $3.3M | $3.21M | -$96,433.07 | -2.92% |
Leonid Berline ARMSTRONG ADVISORY GROUP Inc. | 8,518 | $513,050.18 | $535,100.76 | $22,050.58 | 4.3% |
Nadine Hofstetter Northwest Bank & Trust Co. | 294 | $14,406 | $18,727.8 | $4,321.8 | 30% |
| BFG Bleakley Financial Group LLC Bleakley Financial Group LLC | 41,434 | $2.38M | $2.61M | $228,853.31 | 9.63% |
CJ Harrison DecisionPoint Financial LLC | 6 | $407 | $377.16 | -$29.84 | -7.33% |
| JG John Ginter Callan Family Office LLC | 15,676 | $897,037.4 | $985,706.88 | $88,669.48 | 9.88% |
Rodrigo Diaz Plan Group Financial LLC | 46,094 | $2.62M | $2.94M | $314,635.42 | 12% |
Mark Mowrey Signature Resources Capital Management LLC | 161 | $8,651.97 | $10,246.84 | $1,594.87 | 18.43% |
Anita Woodhouse V-Square Quantitative Management LLC | 8,183 | $415,431.17 | $514,383.38 | $98,952.21 | 23.82% |
Hajime Yamamoto Resona Asset Management Co. Ltd. | 272,055 | $13.69M | $17.33M | $3.64M | 26.58% |