| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| EM Erin Mccann Simplicity Wealth LLC | 7,994 | $377,524.88 | $392,865.13 | $15,340.25 | 4.06% |
Nichole Raftopoulos Nvest Financial LLC | 42,661 | $2.24M | $2.12M | -$119,877.41 | -5.36% |
David K. Balsdon Harvest Portfolios Group Inc. | 41,500 | $1.69M | $2.06M | $361,121.5 | 21.32% |
| FFG Fiduciary Financial Group LLC Fiduciary Financial Group LLC | 5,044 | $247,538.11 | $250,258.06 | $2,719.95 | 1.1% |
Mark Fiskio Empirical Asset Management LLC | 5,455 | $285,951.1 | $270,595.27 | -$15,355.83 | -5.37% |
| MSN Melissa S. Nehrt Powers Advisory Group LLC | 4,686 | $202,265.67 | $232,613.04 | $30,347.37 | 15% |
Amanda Hawley Atria Wealth Solutions Inc. | 5,375 | $203,963.9 | $263,482.5 | $59,518.6 | 29.18% |
Eric Dahm Range Financial Group LLC | 16,868 | $620,477.84 | $839,520.36 | $219,042.52 | 35.3% |
Edward Lowndes Angeles Wealth Management LLC | 5,148 | $283,963 | $255,315.06 | -$28,647.94 | -10.09% |
| TL Tradewinds LLC Tradewinds LLC | 2,957 | $145,011.04 | $146,460.21 | $1,449.17 | 1% |
Nadine Hofstetter Northwest Bank & Trust Co. | 22,405 | $798,799.27 | $1.11M | $314,281.13 | 39.34% |
| BFG Bleakley Financial Group LLC Bleakley Financial Group LLC | 40,749 | $1.77M | $2.01M | $239,359.94 | 13.49% |
| JG John Ginter Callan Family Office LLC | 271,081 | $10.94M | $13.35M | $2.41M | 21.98% |
Brook Hart Presilium Private Wealth LLC | 6,852 | $359,176 | $337,118.4 | -$22,057.6 | -6.14% |
Anita Woodhouse V-Square Quantitative Management LLC | 42,017 | $1.85M | $2.06M | $207,110.28 | 11.18% |
Rachel Faulk Cape Investment Advisory Inc. | 9,020 | $369,931.91 | $442,160.4 | $72,228.49 | 19.52% |
| CGL Chester Gary Lloyd Coston, McIsaac & Partners | 1,381 | $45,142.29 | $68,476.88 | $23,334.59 | 51.69% |
Mariana Coli Dunhill Financial LLC | 1,449 | $64,500.17 | $71,029.98 | $6,529.81 | 10.12% |
Lukas Lindgren Abound Wealth Management | 297 | $14,227.4 | $14,604.97 | $377.57 | 2.65% |
Alex Nunnamaker Schechter Investment Advisors LLC | 57,025 | $2.14M | $2.83M | $685,219.13 | 31.98% |