| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Benjamin Cauley Carr Financial Group Corp. | 1,119 | $288,141.04 | $355,349.64 | $67,208.6 | 23.32% |
Michael Stulic Astoria Portfolio Advisors LLC | 1,461 | $412,894.62 | $463,984.38 | $51,089.76 | 12.37% |
Joseph Wallace Wallace Advisory Group LLC | 1,205 | $201,315.54 | $382,683.9 | $181,368.36 | 90.09% |
Leonid Berline ARMSTRONG ADVISORY GROUP Inc. | 3,919 | $556,325.88 | $1.24M | $686,389.02 | 123.38% |
Brad Saenz Coastwise Capital Group LLC | 641 | $239,560.94 | $203,555.96 | -$36,004.98 | -15.03% |
| DAL Drake & Associates LLC Drake & Associates LLC | 3,946 | $610,019.06 | $1.25M | $642,322.96 | 105.3% |
Nadine Hofstetter Northwest Bank & Trust Co. | 86 | $7,539.58 | $27,278.34 | $19,738.76 | 261.8% |
| MK Malinda Khauv Cercano Management LLC | 769 | $231,331 | $243,880.66 | $12,549.66 | 5.42% |
Lori Fernicola Castle Wealth Management LLC | 1,400 | $205,409.34 | $444,066 | $238,656.66 | 116.19% |
John Ritter Ritter Daniher Financial Advisory LLC / DE | 866 | $190,551.37 | $274,686.54 | $84,135.17 | 44.15% |
William Cantus Pacific Sage Partners LLC | 911 | $186,086.05 | $288,914.54 | $102,828.49 | 55.26% |
| BFG Bleakley Financial Group LLC Bleakley Financial Group LLC | 55,706 | $9.33M | $17.66M | $8.33M | 89.24% |
| LWM Latko Wealth Management Ltd. Latko Wealth Management Ltd. | 833 | $311,317.1 | $264,369.21 | -$46,947.89 | -15.08% |
CJ Harrison DecisionPoint Financial LLC | 15 | $4,114 | $4,756.5 | $642.5 | 15.62% |
| JG John Ginter Callan Family Office LLC | 98,688 | $25.37M | $31.29M | $5.92M | 23.35% |
Brook Hart Presilium Private Wealth LLC | 3,160 | $866,420.81 | $1M | $135,741.59 | 15.67% |
Linda M. Dagilus Greenfield Savings Bank | 1,979 | $177,096.37 | $627,620.06 | $450,523.69 | 254.39% |
| TIM Tevis Investment Management Tevis Investment Management | 2,002 | $177,057.4 | $635,374.74 | $458,317.34 | 258.85% |
| DCM Douglas C. McCoy Montchanin Asset Management LLC | 700 | $261,611.01 | $222,068 | -$39,543.01 | -15.12% |
Amna Ali Khan GDS Wealth Management | 769 | $287,398.38 | $243,919.11 | -$43,479.27 | -15.13% |