| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Rosemarie Ranzie Stage Harbor Financial LLC | 4,915 | $263,823.53 | $382,165.82 | $118,342.29 | 44.86% |
Adam Schwallier Schwallier Wealth Management LLC | 7,085 | $444,956.83 | $550,894.17 | $105,937.34 | 23.81% |
Abraham Martinez Amara Financial LLC | 57,801 | $3.78M | $4.51M | $720,678.27 | 19.04% |
| DAL Drake & Associates LLC Drake & Associates LLC | 3,123 | $258,709.32 | $243,531.54 | -$15,177.78 | -5.87% |
Nadine Hofstetter Northwest Bank & Trust Co. | 3,995 | $199,076.99 | $320,478.9 | $121,401.91 | 60.98% |
Lori Fernicola Castle Wealth Management LLC | 4,824 | $345,814.56 | $379,359.36 | $33,544.8 | 9.7% |
| BFG Bleakley Financial Group LLC Bleakley Financial Group LLC | 1.42M | $94.68M | $110.36M | $15.68M | 16.56% |
Jeffrey Jones Cypress Financial Planning LLC | 66,073 | $3.86M | $5.16M | $1.3M | 33.72% |
CJ Harrison DecisionPoint Financial LLC | 35 | $2,527.5 | $2,733.15 | $205.65 | 8.14% |
| JG John Ginter Callan Family Office LLC | 232,992 | $15.37M | $18.13M | $2.76M | 17.97% |
| JB Jodi Burnett Invictus Private Wealth LLC | 3,625 | $300,295 | $281,952.5 | -$18,342.5 | -6.11% |
| HFA Highland Financial Advisors LLC Highland Financial Advisors LLC | 3,730 | $231,953.38 | $290,585.65 | $58,632.27 | 25.28% |
Janelle Anderson Grand Wealth Management LLC | 63,490 | $3.77M | $4.94M | $1.16M | 30.84% |
Brook Hart Presilium Private Wealth LLC | 3,304 | $182,293.78 | $257,546.8 | $75,253.02 | 41.28% |
Rodrigo Diaz Plan Group Financial LLC | 3,285 | $229,129.09 | $263,522.7 | $34,393.61 | 15.01% |
| WCI W.H. Cornerstone Investments Inc. W.H. Cornerstone Investments Inc. | 5,633 | $417,366.96 | $442,979.12 | $25,612.16 | 6.14% |
Amna Ali Khan GDS Wealth Management | 4,655 | $206,701.93 | $373,424.1 | $166,722.17 | 80.66% |
Mark Mowrey Signature Resources Capital Management LLC | 1,749 | $97,196.71 | $134,961.58 | $37,764.87 | 38.85% |
Albert Moore First National Advisers LLC | 3,760 | $225,712.8 | $301,627.2 | $75,914.4 | 33.63% |
Laura Schmidt Higgins & Schmidt Wealth Strategies LLC | 6,054 | $324,566.23 | $470,910.39 | $146,344.16 | 45.09% |