| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Leonid Berline ARMSTRONG ADVISORY GROUP Inc. | 291 | $5,930.68 | $9,461.86 | $3,531.18 | 59.54% |
Nadine Hofstetter Northwest Bank & Trust Co. | 12,976 | $426,818.98 | $433,333.52 | $6,514.54 | 1.53% |
| MK Malinda Khauv Cercano Management LLC | 8,064 | $227,889 | $270,547.2 | $42,658.2 | 18.72% |
| BFG Bleakley Financial Group LLC Bleakley Financial Group LLC | 77,880 | $2.42M | $2.52M | $102,996.99 | 4.26% |
CJ Harrison DecisionPoint Financial LLC | 18 | $595 | $592.02 | -$2.98 | -0.5% |
| JG John Ginter Callan Family Office LLC | 36,490 | $899,515.54 | $1.2M | $296,261.76 | 32.94% |
Amna Ali Khan GDS Wealth Management | 74,485 | $2.72M | $2.48M | -$242,163.8 | -8.91% |
Mark Mowrey Signature Resources Capital Management LLC | 130 | $4,700 | $4,355 | -$345 | -7.34% |
Anita Woodhouse V-Square Quantitative Management LLC | 22,669 | $464,889.15 | $745,583.41 | $280,694.26 | 60.38% |
Hajime Yamamoto Resona Asset Management Co. Ltd. | 248,428 | $9.41M | $8.34M | -$1.07M | -11.39% |
Rachel Faulk Cape Investment Advisory Inc. | 1,030 | $34,974.14 | $33,876.7 | -$1,097.44 | -3.14% |
| CGL Chester Gary Lloyd Coston, McIsaac & Partners | 893 | $28,012.11 | $29,951.22 | $1,939.11 | 6.92% |
Mariana Coli Dunhill Financial LLC | 66 | $2,039.39 | $2,170.74 | $131.35 | 6.44% |
Lukas Lindgren Abound Wealth Management | 40 | $1,561.07 | $1,307.8 | -$253.27 | -16.22% |
Drew Phillips Fortitude Family Office LLC | 3,201 | $98,458.37 | $105,280.89 | $6,822.52 | 6.93% |
| DWM Drive Wealth Management LLC Drive Wealth Management LLC | 8,195 | $236,522.16 | $274,163.72 | $37,641.56 | 15.91% |
Daniel Guy Ethos Financial Group LLC | 25,401 | $815,857.69 | $850,044.46 | $34,186.77 | 4.19% |
Loni Adams Daymark Wealth Partners LLC | 9,558 | $369,617.5 | $320,766.48 | -$48,851.02 | -13.22% |
Brian Matter Creative Capital Management Investments LLC | 130 | $4,413.5 | $4,275.7 | -$137.8 | -3.12% |
| GCI GUIDANCE CAPITAL Inc. GUIDANCE CAPITAL Inc. | 30,039 | $736,845.41 | $998,796.75 | $261,951.34 | 35.55% |