| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| MS Michael Stulic Astoria Portfolio Advisors LLC | 754 | $393,148.63 | $384,151.69 | -$8,996.94 | -2.29% |
Leonid Berline ARMSTRONG ADVISORY GROUP Inc. | 294 | $144,164.31 | $149,804.76 | $5,640.45 | 3.91% |
Brad Saenz Coastwise Capital Group LLC | 2,910 | $1.32M | $1.48M | $166,151.11 | 12.62% |
| MK Malinda Khauv Cercano Management LLC | 486 | $284,096 | $247,609.71 | -$36,486.29 | -12.84% |
Lori Fernicola Castle Wealth Management LLC | 1,681 | $777,649.96 | $856,444.28 | $78,794.32 | 10.13% |
John Ritter Ritter Daniher Financial Advisory LLC / DE | 34 | $16,444.78 | $17,322.49 | $877.71 | 5.34% |
Jeffrey Jones Cypress Financial Planning LLC | 3,327 | $1.65M | $1.7M | $49,071.01 | 2.98% |
CJ Harrison DecisionPoint Financial LLC | 2 | $932 | $1,018.97 | $86.97 | 9.33% |
| JG John Ginter Callan Family Office LLC | 11,974 | $5.73M | $5.98M | $250,533.43 | 4.37% |
| RD Rodrigo Diaz Plan Group Financial LLC | 795 | $342,929.21 | $405,084.3 | $62,155.09 | 18.12% |
Linda M. Dagilus Greenfield Savings Bank | 4,545 | $1.96M | $2.27M | $315,057.84 | 16.11% |
Anu Prabhu Altrius Capital Management Inc. | 10,491 | $4.66M | $5.24M | $582,141.26 | 12.5% |
| WCI W.H. Cornerstone Investments Inc. W.H. Cornerstone Investments Inc. | 374 | $169,583.3 | $186,833.57 | $17,250.27 | 10.17% |
Amna Ali Khan GDS Wealth Management | 1,311 | $503,017.38 | $654,916.6 | $151,899.22 | 30.2% |
Mark Mowrey Signature Resources Capital Management LLC | 1,009 | $506,076.76 | $504,050.99 | -$2,025.77 | -0.4% |
Albert Moore First National Advisers LLC | 1,538 | $769,660.72 | $768,315.59 | -$1,345.13 | -0.17% |
Daniel McEnroe Azimuth Capital Investment Management LLC | 16,817 | $8.3M | $8.4M | $102,097.16 | 1.23% |
| FWA FSM Wealth Advisors LLC FSM Wealth Advisors LLC | 822 | $386,918.9 | $410,634.21 | $23,715.31 | 6.13% |
| TC Trent Curry bLong Financial LLC | 505 | $245,398.98 | $252,275.27 | $6,876.29 | 2.8% |
Anita Woodhouse V-Square Quantitative Management LLC | 1,206 | $583,306.32 | $602,463.33 | $19,157.01 | 3.28% |