| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
William Cantus Pacific Sage Partners LLC | 1,280 | $175,205.43 | $301,779.2 | $126,573.77 | 72.24% |
| BFG Bleakley Financial Group LLC Bleakley Financial Group LLC | 48,879 | $10.45M | $11.4M | $946,822.31 | 9.06% |
Jeffrey Jones Cypress Financial Planning LLC | 1,142 | $253,328.6 | $266,605.61 | $13,277.01 | 5.24% |
CJ Harrison DecisionPoint Financial LLC | 112 | $33,087.2 | $26,221.44 | -$6,865.76 | -20.75% |
| JG John Ginter Callan Family Office LLC | 20,665 | $6.09M | $4.81M | -$1.28M | -21.04% |
| JB Jodi Burnett Invictus Private Wealth LLC | 2,835 | $399,423.08 | $659,647.8 | $260,224.72 | 65.15% |
Brook Hart Presilium Private Wealth LLC | 1,927 | $346,236 | $449,395.67 | $103,159.67 | 29.79% |
Rodrigo Diaz Plan Group Financial LLC | 12,853 | $3.11M | $2.97M | -$143,897.43 | -4.63% |
Linda M. Dagilus Greenfield Savings Bank | 3,720 | $550,378.34 | $868,954.8 | $318,576.46 | 57.88% |
| DCM Douglas C. McCoy Montchanin Asset Management LLC | 1,765 | $354,062.21 | $411,245 | $57,182.79 | 16.15% |
| WCI W.H. Cornerstone Investments Inc. W.H. Cornerstone Investments Inc. | 1,717 | $482,266.3 | $401,589.13 | -$80,677.17 | -16.73% |
Amna Ali Khan GDS Wealth Management | 5,289 | $1M | $1.22M | $222,280.97 | 22.19% |
Mark Mowrey Signature Resources Capital Management LLC | 212 | $47,203.52 | $49,056.8 | $1,853.28 | 3.93% |
Albert Moore First National Advisers LLC | 864 | $242,965.43 | $199,696.32 | -$43,269.11 | -17.81% |
Daniel McEnroe Azimuth Capital Investment Management LLC | 69,295 | $9.78M | $16.11M | $6.33M | 64.71% |
| FWA FSM Wealth Advisors LLC FSM Wealth Advisors LLC | 6,949 | $1.64M | $1.62M | -$18,914.94 | -1.16% |
| TC Trent Curry bLong Financial LLC | 6,472 | $1.43M | $1.5M | $68,776.87 | 4.8% |
David Hunter Horizons Wealth Management | 35 | $5,724.25 | $8,123.5 | $2,399.25 | 41.91% |
Anita Woodhouse V-Square Quantitative Management LLC | 22,055 | $4.57M | $5.16M | $589,240.29 | 12.88% |
| IW Ian Wang FIRETRAIL INVESTMENTS PTY Ltd. | 6,820 | $1.91M | $1.58M | -$328,207.4 | -17.22% |