| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Edward Lowndes Angeles Wealth Management LLC | 8,846 | $2.09M | $2.58M | $483,334.86 | 23.1% |
| JMJ James Mark Joseph SENTINEL WEALTH MANAGEMENT Inc. | 3,283 | $708,438.57 | $989,824.5 | $281,385.93 | 39.72% |
Angela Cox W Advisors LLC | 1,156 | $284,205.74 | $336,627.21 | $52,421.47 | 18.44% |
Kevin Zemann WealthPlan Investment Management LLC | 3,956 | $789,182.44 | $1.15M | $362,804.8 | 45.97% |
David W. Chenet Presidio Capital Management LLC | 3,978 | $927,094.8 | $1.16M | $231,298.84 | 24.95% |
| TL Tradewinds LLC Tradewinds LLC | 1,561 | $377,771.62 | $454,563.22 | $76,791.6 | 20.33% |
Joseph Wallace Wallace Advisory Group LLC | 1,263 | $230,662.29 | $367,785.61 | $137,123.32 | 59.45% |
Leonid Berline ARMSTRONG ADVISORY GROUP Inc. | 1,319 | $248,654.3 | $384,092.81 | $135,438.51 | 54.47% |
Brad Saenz Coastwise Capital Group LLC | 3,057 | $637,134.22 | $890,198.43 | $253,064.21 | 39.72% |
Tom Deck Bricktown Capital LLC | 7,612 | $1.74M | $2.22M | $477,837.01 | 27.48% |
Rosemarie Ranzie Stage Harbor Financial LLC | 3,889 | $801,275.97 | $1.17M | $371,257.53 | 46.33% |
Nadine Hofstetter Northwest Bank & Trust Co. | 250 | $46,817 | $72,800 | $25,983 | 55.5% |
| RV Ryan Vliek PPS&V ASSET MANAGEMENT CONSULTANTS Inc. | 1,100 | $191,796 | $320,320.01 | $128,524.01 | 67.01% |
| MK Malinda Khauv Cercano Management LLC | 18,137 | $4.01M | $5.28M | $1.28M | 31.83% |
Lori Fernicola Castle Wealth Management LLC | 1,397 | $263,270.79 | $406,806.41 | $143,535.62 | 54.52% |
John Ritter Ritter Daniher Financial Advisory LLC / DE | 2,817 | $497,964.94 | $820,310.43 | $322,345.49 | 64.73% |
| BFG Bleakley Financial Group LLC Bleakley Financial Group LLC | 33,674 | $6.7M | $10.14M | $3.44M | 51.3% |
Jeffrey Jones Cypress Financial Planning LLC | 1,944 | $372,213.87 | $566,092.82 | $193,878.95 | 52.09% |
CJ Harrison DecisionPoint Financial LLC | 316 | $77,591.6 | $95,120.74 | $17,529.14 | 22.59% |
| JG John Ginter Callan Family Office LLC | 99,530 | $21.61M | $28.98M | $7.37M | 34.12% |