| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| TL Tradewinds LLC Tradewinds LLC | 62,666 | $6.91M | $6.84M | -$72,065.9 | -1.04% |
Leonid Berline ARMSTRONG ADVISORY GROUP Inc. | 159 | $11,612.01 | $17,334.18 | $5,722.17 | 49.28% |
Tom Deck Bricktown Capital LLC | 156,088 | $13.61M | $16.89M | $3.28M | 24.11% |
Nadine Hofstetter Northwest Bank & Trust Co. | 320 | $23,369.52 | $34,945.6 | $11,576.08 | 49.53% |
| RV Ryan Vliek PPS&V ASSET MANAGEMENT CONSULTANTS Inc. | 11,366 | $769,701.26 | $1.23M | $461,009.22 | 59.89% |
Lori Fernicola Castle Wealth Management LLC | 4,960 | $320,713.6 | $544,211.2 | $223,497.6 | 69.69% |
John Ritter Ritter Daniher Financial Advisory LLC / DE | 10,326 | $684,416.47 | $1.12M | $435,128.45 | 63.58% |
| BFG Bleakley Financial Group LLC Bleakley Financial Group LLC | 79,992 | $5.82M | $8.71M | $2.9M | 49.78% |
CJ Harrison DecisionPoint Financial LLC | 188 | $20,714 | $20,599.16 | -$114.84 | -0.55% |
| JG John Ginter Callan Family Office LLC | 167,300 | $12.51M | $18.24M | $5.73M | 45.78% |
Rodrigo Diaz Plan Group Financial LLC | 90,221 | $7.42M | $9.81M | $2.39M | 32.17% |
Mark Mowrey Signature Resources Capital Management LLC | 22 | $2,117.95 | $2,382.16 | $264.21 | 12.47% |
Albert Moore First National Advisers LLC | 3,900 | $316,212 | $424,125 | $107,913 | 34.13% |
Laura Schmidt Higgins & Schmidt Wealth Strategies LLC | 9,086 | $836,749.26 | $989,374.54 | $152,625.28 | 18.24% |
| FWA FSM Wealth Advisors LLC FSM Wealth Advisors LLC | 2,570 | $216,111.3 | $279,384.7 | $63,273.4 | 29.28% |
David Hunter Horizons Wealth Management | 1,888 | $122,078.08 | $206,698.24 | $84,620.16 | 69.32% |
Rachel Faulk Cape Investment Advisory Inc. | 333 | $35,563.33 | $36,486.81 | $923.48 | 2.6% |
| CGL Chester Gary Lloyd Coston, McIsaac & Partners | 500 | $34,782.2 | $54,155 | $19,372.8 | 55.7% |
Mariana Coli Dunhill Financial LLC | 2,612 | $221,652.12 | $286,196.84 | $64,544.72 | 29.12% |
| JJB James J. Burns & Company LLC James J. Burns & Company LLC | 2,673 | $216,995.46 | $292,640.04 | $75,644.58 | 34.86% |