| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Lori Fernicola Castle Wealth Management LLC | 905 | $254,495.04 | $202,403.24 | -$52,091.8 | -20.47% |
John Ritter Ritter Daniher Financial Advisory LLC / DE | 1,124 | $179,895.54 | $251,382.59 | $71,487.05 | 39.74% |
William Cantus Pacific Sage Partners LLC | 1,280 | $175,205.43 | $297,907.2 | $122,701.77 | 70.03% |
| BFG Bleakley Financial Group LLC Bleakley Financial Group LLC | 48,879 | $10.45M | $11.49M | $1.04M | 9.95% |
Jeffrey Jones Cypress Financial Planning LLC | 1,122 | $248,928.8 | $250,935.29 | $2,006.49 | 0.81% |
CJ Harrison DecisionPoint Financial LLC | 112 | $33,087.2 | $26,336.8 | -$6,750.4 | -20.4% |
| JG John Ginter Callan Family Office LLC | 20,665 | $6.09M | $4.88M | -$1.21M | -19.86% |
| JB Jodi Burnett Invictus Private Wealth LLC | 2,835 | $399,423.08 | $634,047.72 | $234,624.64 | 58.74% |
Brook Hart Presilium Private Wealth LLC | 1,927 | $346,236 | $430,973.53 | $84,737.53 | 24.47% |
Rodrigo Diaz Plan Group Financial LLC | 10,779 | $2.53M | $2.41M | -$115,987.55 | -4.59% |
Linda M. Dagilus Greenfield Savings Bank | 3,727 | $551,366.67 | $833,543.51 | $282,176.84 | 51.18% |
| DCM Douglas C. McCoy Montchanin Asset Management LLC | 1,765 | $354,062.21 | $394,742.23 | $40,680.02 | 11.49% |
| WCI W.H. Cornerstone Investments Inc. W.H. Cornerstone Investments Inc. | 1,717 | $482,266.3 | $407,186.53 | -$75,079.77 | -15.57% |
Amna Ali Khan GDS Wealth Management | 5,289 | $1M | $1.25M | $246,293.03 | 24.58% |
Mark Mowrey Signature Resources Capital Management LLC | 212 | $47,203.52 | $47,413.8 | $210.28 | 0.45% |
Albert Moore First National Advisers LLC | 864 | $242,965.43 | $193,233.59 | -$49,731.84 | -20.47% |
Daniel McEnroe Azimuth Capital Investment Management LLC | 69,295 | $9.78M | $16.35M | $6.57M | 67.14% |
| FWA FSM Wealth Advisors LLC FSM Wealth Advisors LLC | 6,949 | $1.64M | $1.55M | -$81,629.73 | -4.99% |
| TC Trent Curry bLong Financial LLC | 6,472 | $1.43M | $1.45M | $13,829.53 | 0.96% |
David Hunter Horizons Wealth Management | 35 | $5,724.25 | $7,827.75 | $2,103.5 | 36.75% |