| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| MC mike Chen Byrne Asset Management LLC | 93 | $8,981.46 | $12,521.98 | $3,540.52 | 39.42% |
| JRS James RG Skjong Ulland Investment Advisors LLC | 74.92 | $7,605.04 | $10,061.68 | $2,456.64 | 32.3% |
| PE Paul Elam Oak Harbor Wealth Partners LLC | 3,483.18 | $328,300.78 | $468,992.77 | $140,691.99 | 42.85% |
| LWL Leo Wealth LLC Leo Wealth LLC | 1,509.16 | $130,063.59 | $203,200.31 | $73,136.72 | 56.23% |
| WJ William Jollie Quent Capital LLC | 283.05 | $27,718.14 | $38,064.56 | $10,346.42 | 37.33% |
Marc H. Stone Tyler-Stone Wealth Management | 3,199.4 | $335,377.73 | $430,782.86 | $95,405.13 | 28.45% |
| MS Missy Straw Nilsine Partners LLC | 1,827.5 | $256,234.34 | $246,064.28 | -$10,170.06 | -3.97% |
Dalila Toledo Ascent Group LLC | 1,471.86 | $202,436.68 | $197,935.73 | -$4,500.95 | -2.22% |
Michael Byun SageView Advisory Group LLC | 1,007.99 | $96,573.6 | $135,554.63 | $38,981.03 | 40.36% |
Leanne Menzel Smallwood Wealth Investment Management LLC | 44.29 | $4,155.86 | $5,955.98 | $1,800.12 | 43.32% |
| MFA Millington Financial Advisors LLC Millington Financial Advisors LLC | 13,047.94 | $1.27M | $1.75M | $489,389.31 | 38.68% |
Amanda Hawley Atria Wealth Solutions Inc. | 2,448.89 | $234,594.06 | $327,465.84 | $92,871.78 | 39.59% |
Jeffrey Gilbert Balboa Wealth Partners | 1,593.74 | $219,199.54 | $213,728.23 | -$5,471.31 | -2.5% |
Leonid Berline ARMSTRONG ADVISORY GROUP Inc. | 210.79 | $18,455.23 | $28,071.83 | $9,616.6 | 52.11% |
| NH Nadine Hofstetter Northwest Bank & Trust Co. | 6,634.37 | $595,812.81 | $889,702.5 | $293,889.69 | 49.33% |
John Ritter Ritter Daniher Financial Advisory LLC / DE | 243.09 | $17,787.97 | $32,768.53 | $14,980.56 | 84.22% |
| JG John Ginter Callan Family Office LLC | 6,298.69 | $621,472.92 | $843,300.72 | $221,827.8 | 35.69% |
Mark Mowrey Signature Resources Capital Management LLC | 34.3 | $2,955.78 | $4,623.51 | $1,667.73 | 56.42% |
Anita Woodhouse V-Square Quantitative Management LLC | 3,316.01 | $409,501.68 | $443,964.5 | $34,462.82 | 8.42% |
| HY Hajime Yamamoto Resona Asset Management Co. Ltd. | 48,142.48 | $4.6M | $6.44M | $1.84M | 39.92% |