| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| CS Catherine Salsman Paragon Private Wealth Management LLC | 2,627 | $246,044.82 | $204,222.98 | -$41,821.84 | -17% |
| DW Darren Woolson Asset Allocation Strategies LLC | 3,748 | $212,928.72 | $293,693.28 | $80,764.56 | 37.93% |
David K. Balsdon Harvest Portfolios Group Inc. | 104,217 | $4.27M | $8.04M | $3.77M | 88.09% |
Daniel Ronan Catalyst Financial Partners LLC | 4,864 | $347,668.53 | $372,485.12 | $24,816.59 | 7.14% |
Amanda Hawley Atria Wealth Solutions Inc. | 8,868 | $372,441.46 | $692,413.44 | $319,971.98 | 85.91% |
Craig Johnsen Fortitude Advisory Group LLC | 2,635 | $243,999.3 | $205,740.81 | -$38,258.49 | -15.68% |
Jeffrey Gilbert Balboa Wealth Partners | 3,823 | $358,062.18 | $290,777.38 | -$67,284.8 | -18.79% |
Sean Murray Quantum Financial Advisors LLC | 2,896 | $271,239.36 | $224,150.4 | -$47,088.96 | -17.36% |
Angela Cox W Advisors LLC | 3,027 | $201,234.96 | $237,225.99 | $35,991.03 | 17.89% |
Kevin Zemann WealthPlan Investment Management LLC | 2,934 | $273,309.24 | $229,086.73 | -$44,222.51 | -16.18% |
Leonid Berline ARMSTRONG ADVISORY GROUP Inc. | 1,178 | $49,282.17 | $90,935.71 | $41,653.54 | 84.52% |
Brad Saenz Coastwise Capital Group LLC | 9,344 | $417,743.47 | $734,905.6 | $317,162.13 | 75.92% |
John Ritter Ritter Daniher Financial Advisory LLC / DE | 604 | $24,818.2 | $45,928.16 | $21,109.96 | 85.06% |
William Cantus Pacific Sage Partners LLC | 2,258 | $211,484 | $177,049.78 | -$34,434.22 | -16.28% |
| BFG Bleakley Financial Group LLC Bleakley Financial Group LLC | 25,268 | $1.58M | $1.93M | $353,722.46 | 22.43% |
CJ Harrison DecisionPoint Financial LLC | 57 | $2,796.98 | $4,450.56 | $1,653.58 | 59.12% |
| JG John Ginter Callan Family Office LLC | 32,780 | $1.93M | $2.54M | $606,879.66 | 31.44% |
Linda M. Dagilus Greenfield Savings Bank | 10,826 | $563,760.4 | $849,299.7 | $285,539.3 | 50.65% |
Mark Mowrey Signature Resources Capital Management LLC | 574 | $29,698.94 | $43,311.17 | $13,612.23 | 45.83% |
Daniel McEnroe Azimuth Capital Investment Management LLC | 4,525 | $208,274.03 | $348,402.37 | $140,128.34 | 67.28% |