| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Michael Stulic Astoria Portfolio Advisors LLC | 1,461 | $412,894.62 | $531,204.99 | $118,310.37 | 28.65% |
| TL Tradewinds LLC Tradewinds LLC | 1,009 | $302,839.35 | $344,356.56 | $41,517.21 | 13.71% |
Joseph Wallace Wallace Advisory Group LLC | 1,205 | $201,315.54 | $411,248.42 | $209,932.88 | 104.28% |
Leonid Berline ARMSTRONG ADVISORY GROUP Inc. | 3,886 | $554,603.2 | $1.33M | $771,688.56 | 139.14% |
Brad Saenz Coastwise Capital Group LLC | 641 | $239,560.94 | $218,763.68 | -$20,797.26 | -8.68% |
| DAL Drake & Associates LLC Drake & Associates LLC | 4,089 | $620,929.51 | $1.4M | $774,584.85 | 124.75% |
Nadine Hofstetter Northwest Bank & Trust Co. | 86 | $7,539.58 | $29,350.51 | $21,810.93 | 289.29% |
| MK Malinda Khauv Cercano Management LLC | 769 | $231,331 | $262,448.16 | $31,117.16 | 13.45% |
Lori Fernicola Castle Wealth Management LLC | 1,362 | $191,207.6 | $464,830.17 | $273,622.57 | 143.1% |
John Ritter Ritter Daniher Financial Advisory LLC / DE | 866 | $190,551.37 | $295,552.81 | $105,001.44 | 55.1% |
William Cantus Pacific Sage Partners LLC | 917 | $187,286.95 | $312,958.34 | $125,671.39 | 67.1% |
| BFG Bleakley Financial Group LLC Bleakley Financial Group LLC | 50,752 | $7.48M | $17.53M | $10.04M | 134.24% |
| LWM Latko Wealth Management Ltd. Latko Wealth Management Ltd. | 833 | $311,317.1 | $294,657.1 | -$16,660 | -5.35% |
CJ Harrison DecisionPoint Financial LLC | 12 | $2,989 | $4,095.42 | $1,106.42 | 37.02% |
| JG John Ginter Callan Family Office LLC | 96,033 | $24.38M | $33.17M | $8.79M | 36.06% |
Brook Hart Presilium Private Wealth LLC | 2,706 | $696,733.71 | $921,934.2 | $225,200.49 | 32.32% |
Linda M. Dagilus Greenfield Savings Bank | 1,979 | $177,096.37 | $683,467.44 | $506,371.07 | 285.93% |
| TIM Tevis Investment Management Tevis Investment Management | 2,085 | $184,380.35 | $720,075.6 | $535,695.25 | 290.54% |
| DCM Douglas C. McCoy Montchanin Asset Management LLC | 700 | $261,611.01 | $248,528 | -$13,083.01 | -5% |
Mark Mowrey Signature Resources Capital Management LLC | 77 | $23,263.83 | $26,592.72 | $3,328.89 | 14.31% |