| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Richard A. Flora Key Client Fiduciary Advisors LLC | 1,280 | $190,553.6 | $353,804.8 | $163,251.2 | 85.67% |
Missy Straw Nilsine Partners LLC | 9,309 | $2.02M | $2.6M | $579,101.19 | 28.6% |
Daniel Hays Comprehensive Financial Consultants Institutional Inc. | 1,150 | $202,434.5 | $317,871.5 | $115,437 | 57.02% |
Taro Kuriyama Axq Capita LLP | 9,325 | $2.18M | $2.68M | $498,809.27 | 22.86% |
Dan Mohr Retireful LLC | 6,023 | $1.74M | $1.73M | -$10,781.1 | -0.62% |
Mark Fiskio Empirical Asset Management LLC | 3,533 | $869,895.26 | $988,250.76 | $118,355.5 | 13.61% |
Timothy Gerlach Novem Group | 5,278 | $1.23M | $1.48M | $243,566.31 | 19.76% |
Amanda Hawley Atria Wealth Solutions Inc. | 2,390 | $337,162.78 | $681,675.8 | $344,513.02 | 102.18% |
| TL Tradewinds LLC Tradewinds LLC | 450 | $105,934.5 | $124,384.5 | $18,450 | 17.42% |
Leonid Berline ARMSTRONG ADVISORY GROUP Inc. | 11 | $3,156 | $3,165.36 | $9.36 | 0.3% |
| CIG CHB Investment Group LLC CHB Investment Group LLC | 17,999 | $3.76M | $5.17M | $1.42M | 37.74% |
John DeMarco Trajan Wealth LLC | 79,171 | $12.68M | $22.15M | $9.46M | 74.59% |
CJ Harrison DecisionPoint Financial LLC | 6 | $1,354.14 | $1,711.32 | $357.18 | 26.38% |
| JG John Ginter Callan Family Office LLC | 2,285 | $475,188.07 | $656,709 | $181,520.93 | 38.2% |
Linda M. Dagilus Greenfield Savings Bank | 3,443 | $338,274.75 | $963,075.96 | $624,801.21 | 184.7% |
| FWA FSM Wealth Advisors LLC FSM Wealth Advisors LLC | 1,823 | $375,871.68 | $509,929.56 | $134,057.88 | 35.67% |
Anita Woodhouse V-Square Quantitative Management LLC | 3,606 | $738,037.92 | $1.04M | $304,691.07 | 41.28% |
Hajime Yamamoto Resona Asset Management Co. Ltd. | 43,090 | $8.99M | $12.42M | $3.43M | 38.13% |
Rachel Faulk Cape Investment Advisory Inc. | 33 | $7,839 | $9,412.26 | $1,573.26 | 20.07% |
| CGL Chester Gary Lloyd Coston, McIsaac & Partners | 30 | $2,947.5 | $8,664 | $5,716.5 | 193.94% |