| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Joseph Wallace Wallace Advisory Group LLC | 1,745 | $295,061.53 | $613,873.57 | $318,812.04 | 108.05% |
Leonid Berline ARMSTRONG ADVISORY GROUP Inc. | 4,717 | $777,406.63 | $1.66M | $881,986.85 | 113.45% |
Arpan Shah XY Capital Ltd. | 166 | $54,337 | $59,725.14 | $5,388.14 | 9.92% |
John DeMarco Trajan Wealth LLC | 76,924 | $18.55M | $28.09M | $9.54M | 51.42% |
Brad Saenz Coastwise Capital Group LLC | 3,457 | $527,786.34 | $1.22M | $688,351.72 | 130.42% |
Adam Schwallier Schwallier Wealth Management LLC | 842 | $245,438.98 | $305,511.28 | $60,072.3 | 24.48% |
| XV Xavier Volatier Transatlantique Private Wealth LLC | 17,143 | $2.21M | $6.03M | $3.82M | 173.25% |
| DAL Drake & Associates LLC Drake & Associates LLC | 4,059 | $1.18M | $1.45M | $274,226.04 | 23.3% |
Nadine Hofstetter Northwest Bank & Trust Co. | 15,018 | $2.18M | $5.28M | $3.1M | 141.87% |
| RV Ryan Vliek PPS&V ASSET MANAGEMENT CONSULTANTS Inc. | 1,585 | $277,022.15 | $557,587.17 | $280,565.02 | 101.28% |
| MK Malinda Khauv Cercano Management LLC | 8,022 | $2.33M | $2.93M | $603,815.89 | 25.96% |
Lori Fernicola Castle Wealth Management LLC | 7,701 | $1.07M | $2.71M | $1.63M | 152.01% |
John Ritter Ritter Daniher Financial Advisory LLC / DE | 20,232 | $2.81M | $7.12M | $4.3M | 152.87% |
William Cantus Pacific Sage Partners LLC | 1,464 | $385,178.87 | $523,409.27 | $138,230.4 | 35.89% |
| BFG Bleakley Financial Group LLC Bleakley Financial Group LLC | 139,437 | $27.68M | $49.85M | $22.18M | 80.13% |
Jeffrey Jones Cypress Financial Planning LLC | 2,616 | $674,580.37 | $920,282.67 | $245,702.3 | 36.42% |
CJ Harrison DecisionPoint Financial LLC | 831 | $152,567.15 | $297,099.11 | $144,531.96 | 94.73% |
| JG John Ginter Callan Family Office LLC | 102,480 | $29.28M | $36.87M | $7.59M | 25.92% |
| JB Jodi Burnett Invictus Private Wealth LLC | 53,003 | $7.11M | $18.65M | $11.54M | 162.33% |
| HFA Highland Financial Advisors LLC Highland Financial Advisors LLC | 4,883 | $727,845.12 | $1.72M | $989,945.5 | 136.01% |