| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| XV Xavier Volatier Transatlantique Private Wealth LLC | 899 | $222,534.53 | $243,305.37 | $20,770.84 | 9.33% |
| DAL Drake & Associates LLC Drake & Associates LLC | 934 | $252,469.54 | $256,368.98 | $3,899.44 | 1.54% |
Nadine Hofstetter Northwest Bank & Trust Co. | 3,178 | $947,071.02 | $860,093.95 | -$86,977.07 | -9.18% |
| MK Malinda Khauv Cercano Management LLC | 927 | $288,102.28 | $255,573.9 | -$32,528.38 | -11.29% |
Lori Fernicola Castle Wealth Management LLC | 1,846 | $478,656.98 | $499,601.46 | $20,944.48 | 4.38% |
John Ritter Ritter Daniher Financial Advisory LLC / DE | 920 | $273,257.6 | $248,988.81 | -$24,268.79 | -8.88% |
William Cantus Pacific Sage Partners LLC | 1,396 | $382,966.62 | $382,504 | -$462.62 | -0.12% |
| BFG Bleakley Financial Group LLC Bleakley Financial Group LLC | 25,856 | $7.16M | $7.08M | -$79,373.89 | -1.11% |
Jeffrey Jones Cypress Financial Planning LLC | 1,422 | $430,544.06 | $384,850.09 | -$45,693.97 | -10.61% |
CJ Harrison DecisionPoint Financial LLC | 99 | $30,241.21 | $27,121.54 | -$3,119.67 | -10.32% |
| JG John Ginter Callan Family Office LLC | 20,562 | $6.04M | $5.63M | -$410,908.31 | -6.8% |
Linda M. Dagilus Greenfield Savings Bank | 8,379 | $2.07M | $2.27M | $192,901.52 | 9.3% |
| WCI W.H. Cornerstone Investments Inc. W.H. Cornerstone Investments Inc. | 1,375 | $413,289.7 | $377,416.86 | -$35,872.84 | -8.68% |
Amna Ali Khan GDS Wealth Management | 3,157 | $881,216.67 | $870,384.9 | -$10,831.77 | -1.23% |
Mark Mowrey Signature Resources Capital Management LLC | 116 | $34,291.31 | $31,394.24 | -$2,897.07 | -8.45% |
Albert Moore First National Advisers LLC | 1,357 | $389,194.74 | $367,258.49 | -$21,936.25 | -5.64% |
Junaid Subhan Sagard Holdings Management Inc. | 53 | $15,485 | $14,343.92 | -$1,141.08 | -7.37% |
Daniel McEnroe Azimuth Capital Investment Management LLC | 23,054 | $5.69M | $6.36M | $664,416.28 | 11.67% |
| FWA FSM Wealth Advisors LLC FSM Wealth Advisors LLC | 2,761 | $756,296.66 | $747,237.07 | -$9,059.59 | -1.2% |
| TC Trent Curry bLong Financial LLC | 1,616 | $468,462.06 | $437,354.26 | -$31,107.8 | -6.64% |