| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Michael Stulic Astoria Portfolio Advisors LLC | 8,827 | $859,968.51 | $806,655.39 | -$53,313.12 | -6.2% |
David W. Chenet Presidio Capital Management LLC | 1,856 | $259,153.28 | $174,389.76 | -$84,763.52 | -32.71% |
Mary Lecca ARGONAUTICA PRIVATE WEALTH MANAGEMENT Inc. | 13,000 | $343,590.06 | $1.2M | $857,039.24 | 249.44% |
Leonid Berline ARMSTRONG ADVISORY GROUP Inc. | 9,996 | $282,377.77 | $941,623.2 | $659,245.43 | 233.46% |
Brad Saenz Coastwise Capital Group LLC | 13,685 | $543,098.78 | $1.27M | $729,195.67 | 134.27% |
| XV Xavier Volatier Transatlantique Private Wealth LLC | 13,237 | $444,101.35 | $1.21M | $768,540.22 | 173.06% |
| DAL Drake & Associates LLC Drake & Associates LLC | 1,870 | $261,108.1 | $179,389.1 | -$81,719 | -31.3% |
Nadine Hofstetter Northwest Bank & Trust Co. | 454 | $14,969.33 | $41,443.39 | $26,474.06 | 176.86% |
| MK Malinda Khauv Cercano Management LLC | 4,648 | $205,116 | $435,471.12 | $230,355.12 | 112.3% |
Lori Fernicola Castle Wealth Management LLC | 2,120 | $296,015.6 | $197,096.4 | -$98,919.2 | -33.42% |
John Ritter Ritter Daniher Financial Advisory LLC / DE | 4,030 | $146,965.81 | $366,339.09 | $219,373.28 | 149.27% |
William Cantus Pacific Sage Partners LLC | 15,433 | $410,222 | $1.45M | $1.04M | 253.07% |
| BFG Bleakley Financial Group LLC Bleakley Financial Group LLC | 116,498 | $8.09M | $10.93M | $2.84M | 35.09% |
CJ Harrison DecisionPoint Financial LLC | 31 | $4,328.53 | $2,956.47 | -$1,372.06 | -31.7% |
| JG John Ginter Callan Family Office LLC | 76,934 | $2.39M | $7.22M | $4.84M | 202.72% |
| JB Jodi Burnett Invictus Private Wealth LLC | 93,654 | $13.08M | $8.8M | -$4.28M | -32.71% |
Rodrigo Diaz Plan Group Financial LLC | 3,415 | $476,836 | $311,618.75 | -$165,217.25 | -34.65% |
Linda M. Dagilus Greenfield Savings Bank | 19,340 | $767,719.78 | $1.8M | $1.03M | 134.03% |
| TIM Tevis Investment Management Tevis Investment Management | 5,000 | $220,650 | $478,850 | $258,200 | 117.02% |
| RWM Ruedi Wealth Management Inc. Ruedi Wealth Management Inc. | 1,528 | $213,355 | $143,532.68 | -$69,822.32 | -32.73% |