| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| WIM Warwick Investment Management Inc. Warwick Investment Management Inc. | 3,258 | $437,516.82 | $519,602.13 | $82,085.31 | 18.76% |
Michael Stulic Astoria Portfolio Advisors LLC | 15,089 | $2.13M | $2.4M | $269,166.45 | 12.64% |
Leonid Berline ARMSTRONG ADVISORY GROUP Inc. | 766 | $101,205.55 | $121,127.58 | $19,922.03 | 19.68% |
| RV Ryan Vliek PPS&V ASSET MANAGEMENT CONSULTANTS Inc. | 3,774 | $455,145.65 | $600,179.22 | $145,033.57 | 31.87% |
Lori Fernicola Castle Wealth Management LLC | 2,233 | $261,128.27 | $356,945.05 | $95,816.78 | 36.69% |
John Ritter Ritter Daniher Financial Advisory LLC / DE | 3,271 | $384,636.88 | $520,154.42 | $135,517.54 | 35.23% |
| BFG Bleakley Financial Group LLC Bleakley Financial Group LLC | 19,587 | $2.76M | $3.1M | $333,278.82 | 12.06% |
CJ Harrison DecisionPoint Financial LLC | 414 | $64,998 | $65,387.16 | $389.16 | 0.6% |
| JG John Ginter Callan Family Office LLC | 46,304 | $5.76M | $7.32M | $1.55M | 26.96% |
Linda M. Dagilus Greenfield Savings Bank | 4,445 | $527,245.11 | $708,910.82 | $181,665.71 | 34.46% |
Daniel McEnroe Azimuth Capital Investment Management LLC | 1,567 | $187,799.29 | $249,215.68 | $61,416.39 | 32.7% |
David Hunter Horizons Wealth Management | 360 | $42,361.2 | $57,459.6 | $15,098.4 | 35.64% |
Rachel Faulk Cape Investment Advisory Inc. | 700 | $109,410 | $110,558 | $1,148 | 1.05% |
| CGL Chester Gary Lloyd Coston, McIsaac & Partners | 549 | $64,867.46 | $87,301.98 | $22,434.52 | 34.59% |
Mariana Coli Dunhill Financial LLC | 1,429 | $189,336.05 | $225,696.26 | $36,360.21 | 19.2% |
| LWM Lodestone Wealth Management LLC Lodestone Wealth Management LLC | 799 | $120,968.57 | $127,148.86 | $6,180.29 | 5.11% |
Drew Phillips Fortitude Family Office LLC | 490 | $57,438 | $77,390.6 | $19,952.6 | 34.74% |
G. Andrew Quinn AJ Advisors LLC | 1,462 | $196,836.96 | $232,487.24 | $35,650.28 | 18.11% |
Alex Nunnamaker Schechter Investment Advisors LLC | 2,403 | $281,568.02 | $382,165.19 | $100,597.17 | 35.73% |
Bert D. Barre Colonial Trust Co. / SC | 1,595 | $195,988.94 | $252,297.1 | $56,308.16 | 28.73% |