| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Brook Hart Presilium Private Wealth LLC | 1,832 | $319,520.64 | $380,350.7 | $60,830.06 | 19.04% |
| RD Rodrigo Diaz Plan Group Financial LLC | 10,779 | $2.53M | $2.24M | -$288,828.6 | -11.43% |
Linda M. Dagilus Greenfield Savings Bank | 3,727 | $551,366.67 | $773,781.14 | $222,414.47 | 40.34% |
Anu Prabhu Altrius Capital Management Inc. | 20,621 | $3.16M | $4.28M | $1.12M | 35.54% |
| DCM Douglas C. McCoy Montchanin Asset Management LLC | 1,765 | $354,062.21 | $366,440.49 | $12,378.28 | 3.5% |
| WCI W.H. Cornerstone Investments Inc. W.H. Cornerstone Investments Inc. | 1,657 | $465,393.7 | $344,018.07 | -$121,375.63 | -26.08% |
Amna Ali Khan GDS Wealth Management | 4,514 | $783,867.44 | $937,174.16 | $153,306.72 | 19.56% |
Mark Mowrey Signature Resources Capital Management LLC | 149 | $29,487.15 | $31,513.5 | $2,026.35 | 6.87% |
Daniel McEnroe Azimuth Capital Investment Management LLC | 70,755 | $9.99M | $14.69M | $4.7M | 47.05% |
| FWA FSM Wealth Advisors LLC FSM Wealth Advisors LLC | 6,467 | $1.5M | $1.4M | -$96,438.56 | -6.43% |
| TC Trent Curry bLong Financial LLC | 6,402 | $1.41M | $1.33M | -$84,796.82 | -6% |
David Hunter Horizons Wealth Management | 35 | $5,724.25 | $7,266.53 | $1,542.28 | 26.94% |
Anita Woodhouse V-Square Quantitative Management LLC | 21,280 | $4.36M | $4.42M | $61,176.66 | 1.4% |
| HY Hajime Yamamoto Resona Asset Management Co. Ltd. | 322,395 | $63.75M | $67.32M | $3.57M | 5.6% |
| CGL Chester Gary Lloyd Coston, McIsaac & Partners | 1,790 | $383,869.96 | $373,796.75 | -$10,073.21 | -2.62% |
Lansing A. Davis Davis Asset Management LP | 1,274 | $308,855.82 | $264,501.52 | -$44,354.3 | -14.36% |
| VP Vyoma Patel Strata Wealth Advisors LLC | 1,205 | $339,964.99 | $250,145.95 | -$89,819.04 | -26.42% |
Mariana Coli Dunhill Financial LLC | 1,001 | $270,055.09 | $209,033.82 | -$61,021.27 | -22.6% |
| LWM Lodestone Wealth Management LLC Lodestone Wealth Management LLC | 414 | $122,524.86 | $85,942.26 | -$36,582.6 | -29.86% |
Daphne Jo Stasco Lantern Wealth Advisors LLC | 2,126 | $608,193.64 | $441,389.51 | -$166,804.13 | -27.43% |