| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| LV Leah Vaden Redwood Financial Network Corp. | 662 | $226,602.6 | $259,537.09 | $32,934.49 | 14.53% |
Matthew Heller Willner & Heller LLC | 2,050 | $456,105.83 | $786,011.02 | $329,905.19 | 72.33% |
Jeffrey Gilbert Balboa Wealth Partners | 2,694 | $843,713.23 | $1.06M | $212,469.44 | 25.18% |
Edward Lowndes Angeles Wealth Management LLC | 980 | $333,591.58 | $375,751.61 | $42,160.03 | 12.64% |
Angela Cox W Advisors LLC | 691 | $235,662.08 | $264,943.23 | $29,281.15 | 12.43% |
Kevin Zemann WealthPlan Investment Management LLC | 592 | $209,710.07 | $226,984.65 | $17,274.58 | 8.24% |
Michael Stulic Astoria Portfolio Advisors LLC | 1,500 | $468,951.18 | $575,130.01 | $106,178.83 | 22.64% |
David W. Chenet Presidio Capital Management LLC | 4,453 | $1.13M | $1.71M | $573,951.85 | 50.64% |
Mary Lecca ARGONAUTICA PRIVATE WEALTH MANAGEMENT Inc. | 9,008 | $2.25M | $3.45M | $1.21M | 53.75% |
| TL Tradewinds LLC Tradewinds LLC | 4,028 | $1.41M | $1.59M | $188,973.44 | 13.45% |
Leonid Berline ARMSTRONG ADVISORY GROUP Inc. | 1,051 | $261,378.6 | $402,974.43 | $141,595.83 | 54.17% |
Nolan Baker Retirement Guys Formula LLC | 6,172 | $2.12M | $2.37M | $241,766.95 | 11.38% |
John DeMarco Trajan Wealth LLC | 58,551 | $17.89M | $23.08M | $5.19M | 29% |
Brad Saenz Coastwise Capital Group LLC | 3,902 | $1.08M | $1.5M | $414,260.37 | 38.29% |
Nadine Hofstetter Northwest Bank & Trust Co. | 3,563 | $771,772.03 | $1.37M | $594,353.47 | 77.01% |
John Ritter Ritter Daniher Financial Advisory LLC / DE | 950 | $324,036.26 | $364,249.01 | $40,212.75 | 12.41% |
CJ Harrison DecisionPoint Financial LLC | 132 | $43,097.21 | $50,920.32 | $7,823.11 | 18.15% |
| JG John Ginter Callan Family Office LLC | 7,153 | $2.23M | $2.83M | $605,001.37 | 27.16% |
Linda M. Dagilus Greenfield Savings Bank | 1,445 | $319,600.8 | $554,041.91 | $234,441.11 | 73.35% |
| TIM Tevis Investment Management Tevis Investment Management | 4,870 | $1.16M | $1.88M | $720,160.84 | 62.16% |