| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| TD Teresa Douberly Ridgeline Wealth LLC | 1,040 | $217,839.66 | $258,554.4 | $40,714.74 | 18.69% |
John DeMarco Trajan Wealth LLC | 39,901 | $6.67M | $10.13M | $3.46M | 51.85% |
Brad Saenz Coastwise Capital Group LLC | 6,189 | $1.01M | $1.57M | $563,453.77 | 55.9% |
| XV Xavier Volatier Transatlantique Private Wealth LLC | 6,496 | $1.11M | $1.61M | $501,397.63 | 45.03% |
| DAL Drake & Associates LLC Drake & Associates LLC | 3,565 | $544,553.75 | $905,046.55 | $360,492.8 | 66.2% |
Nadine Hofstetter Northwest Bank & Trust Co. | 697 | $115,366.26 | $173,281.17 | $57,914.91 | 50.2% |
| RV Ryan Vliek PPS&V ASSET MANAGEMENT CONSULTANTS Inc. | 2,205 | $385,803.82 | $571,432.81 | $185,628.99 | 48.11% |
| MK Malinda Khauv Cercano Management LLC | 1,925 | $301,230.45 | $488,776.75 | $187,546.3 | 62.26% |
Lori Fernicola Castle Wealth Management LLC | 4,417 | $755,246.68 | $1.12M | $366,273.79 | 48.5% |
John Ritter Ritter Daniher Financial Advisory LLC / DE | 1,484 | $264,113.39 | $376,802.44 | $112,689.05 | 42.67% |
William Cantus Pacific Sage Partners LLC | 4,084 | $722,648.99 | $1.04M | $314,319.45 | 43.5% |
| BFG Bleakley Financial Group LLC Bleakley Financial Group LLC | 142,327 | $26.35M | $36.49M | $10.15M | 38.52% |
Jeffrey Jones Cypress Financial Planning LLC | 928 | $236,096.77 | $235,656.32 | -$440.45 | -0.19% |
CJ Harrison DecisionPoint Financial LLC | 442 | $103,370.53 | $111,949.76 | $8,579.23 | 8.3% |
| JG John Ginter Callan Family Office LLC | 64,905 | $10.44M | $16.46M | $6.02M | 57.71% |
| HFA Highland Financial Advisors LLC Highland Financial Advisors LLC | 1,726 | $421,903.44 | $439,258.37 | $17,354.93 | 4.11% |
Janelle Anderson Grand Wealth Management LLC | 790 | $193,107.6 | $202,864.1 | $9,756.5 | 5.05% |
Rodrigo Diaz Plan Group Financial LLC | 1,053 | $219,427.43 | $267,367.23 | $47,939.8 | 21.85% |
Linda M. Dagilus Greenfield Savings Bank | 10,131 | $1.58M | $2.57M | $994,458.96 | 63.02% |
| TIM Tevis Investment Management Tevis Investment Management | 21,418 | $3.39M | $5.43M | $2.04M | 60.04% |