| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Rosemarie Ranzie Stage Harbor Financial LLC | 8,867 | $800,314.26 | $962,512.85 | $162,198.59 | 20.27% |
Abraham Martinez Amara Financial LLC | 68,745 | $5.97M | $7.46M | $1.49M | 24.9% |
Lori Fernicola Castle Wealth Management LLC | 4,703 | $296,687.52 | $496,542.74 | $199,855.22 | 67.36% |
John Ritter Ritter Daniher Financial Advisory LLC / DE | 10,399 | $645,699.97 | $1.1M | $452,226.45 | 70.04% |
William Cantus Pacific Sage Partners LLC | 6,754 | $470,266.08 | $725,582.22 | $255,316.14 | 54.29% |
| BFG Bleakley Financial Group LLC Bleakley Financial Group LLC | 401,640 | $36.34M | $43.15M | $6.81M | 18.75% |
Jeffrey Jones Cypress Financial Planning LLC | 8,507 | $560,773.38 | $898,169.06 | $337,395.68 | 60.17% |
CJ Harrison DecisionPoint Financial LLC | 616 | $46,415.86 | $66,183.04 | $19,767.18 | 42.59% |
| JG John Ginter Callan Family Office LLC | 91,798 | $7.51M | $9.92M | $2.4M | 31.96% |
Linda M. Dagilus Greenfield Savings Bank | 36,265 | $2.87M | $3.83M | $959,870.95 | 33.46% |
Mark Mowrey Signature Resources Capital Management LLC | 110 | $9,176.35 | $11,613.8 | $2,437.45 | 26.56% |
Albert Moore First National Advisers LLC | 4,828 | $429,024.54 | $509,740.24 | $80,715.7 | 18.81% |
Junaid Subhan Sagard Holdings Management Inc. | 27,979 | $2.5M | $2.95M | $452,979.82 | 18.11% |
Daniel McEnroe Azimuth Capital Investment Management LLC | 42,683 | $3.25M | $4.63M | $1.38M | 42.43% |
David Hunter Horizons Wealth Management | 24,617 | $1.64M | $2.6M | $957,027.89 | 58.28% |
Rachel Faulk Cape Investment Advisory Inc. | 625 | $64,908 | $67,143.75 | $2,235.75 | 3.44% |
| CGL Chester Gary Lloyd Coston, McIsaac & Partners | 1,106 | $70,137.69 | $120,001 | $49,863.31 | 71.09% |
Mariana Coli Dunhill Financial LLC | 686 | $52,997.9 | $74,465.3 | $21,467.4 | 40.51% |
| JJB James J. Burns & Company LLC James J. Burns & Company LLC | 22,790 | $1.53M | $2.45M | $919,517.94 | 60.15% |
Lukas Lindgren Abound Wealth Management | 1,802 | $136,453.84 | $190,255.16 | $53,801.32 | 39.43% |