| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Molly Crider Walker Asset Management LLC | 5,048 | $499,155.59 | $607,627.76 | $108,472.17 | 21.73% |
Daniel Lavoie Walter Public Investments Inc. | 3,000 | $300,690 | $359,430 | $58,740 | 19.54% |
| FFG Fiduciary Financial Group LLC Fiduciary Financial Group LLC | 3,547 | $390,051.97 | $428,371.19 | $38,319.22 | 9.82% |
Christopher M. Marks Sterling Investment Counsel LLC | 2,376 | $278,490.96 | $286,890.12 | $8,399.16 | 3.02% |
Timothy Gerlach Novem Group | 3,005 | $328,909.05 | $363,394.65 | $34,485.6 | 10.48% |
| MSN Melissa S. Nehrt Powers Advisory Group LLC | 7,415 | $788,655.92 | $896,547.65 | $107,891.73 | 13.68% |
Daniel Ronan Catalyst Financial Partners LLC | 7,920 | $927,637.27 | $958,003.2 | $30,365.93 | 3.27% |
Amanda Hawley Atria Wealth Solutions Inc. | 35,979 | $3.52M | $4.28M | $757,652.17 | 21.53% |
Craig Johnsen Fortitude Advisory Group LLC | 1,817 | $222,025.58 | $216,004.96 | -$6,020.62 | -2.71% |
Jeffrey Gilbert Balboa Wealth Partners | 11,590 | $1.35M | $1.4M | $55,393.36 | 4.12% |
Edward Lowndes Angeles Wealth Management LLC | 7,617 | $882,912.27 | $921,504.66 | $38,592.39 | 4.37% |
Kevin Zemann WealthPlan Investment Management LLC | 5,524 | $552,239.07 | $656,693.12 | $104,454.05 | 18.91% |
| TL Tradewinds LLC Tradewinds LLC | 1,046 | $131,893.96 | $126,445.71 | -$5,448.25 | -4.13% |
Leonid Berline ARMSTRONG ADVISORY GROUP Inc. | 5,673 | $584,334.37 | $678,320.61 | $93,986.24 | 16.08% |
Nolan Baker Retirement Guys Formula LLC | 11,905 | $1.28M | $1.43M | $153,965.12 | 12.02% |
| DAL Drake & Associates LLC Drake & Associates LLC | 5,907 | $704,587.25 | $703,700.91 | -$886.34 | -0.13% |
Nadine Hofstetter Northwest Bank & Trust Co. | 207 | $18,575.79 | $24,994.21 | $6,418.42 | 34.55% |
John Ritter Ritter Daniher Financial Advisory LLC / DE | 3,092 | $335,642.28 | $374,054.7 | $38,412.42 | 11.44% |
| BFG Bleakley Financial Group LLC Bleakley Financial Group LLC | 32,329 | $3.44M | $3.87M | $435,339.58 | 12.66% |
CJ Harrison DecisionPoint Financial LLC | 3 | $351.69 | $356.64 | $4.95 | 1.41% |