| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Katie Christensen iSAM Funds UKK) Ltd | 5,600 | $473,816 | $563,640 | $89,824 | 18.96% |
Leanne Menzel Smallwood Wealth Investment Management LLC | 16 | $1,284.64 | $1,595.52 | $310.88 | 24.2% |
| CS Catherine Salsman Paragon Private Wealth Management LLC | 3,432 | $270,388.23 | $345,430.8 | $75,042.57 | 27.75% |
Christopher M. Marks Sterling Investment Counsel LLC | 4,202 | $331,790.93 | $422,931.3 | $91,140.37 | 27.47% |
Mark Fiskio Empirical Asset Management LLC | 2,431 | $205,686.91 | $242,419.32 | $36,732.41 | 17.86% |
Timothy Gerlach Novem Group | 3,297 | $268,588.09 | $328,776.84 | $60,188.75 | 22.41% |
Jim Clark Worth Asset Management LLC | 4,747 | $341,117.53 | $477,785.55 | $136,668.02 | 40.06% |
Daniel Ronan Catalyst Financial Partners LLC | 4,588 | $328,751.95 | $457,515.36 | $128,763.41 | 39.17% |
Amanda Hawley Atria Wealth Solutions Inc. | 14,583 | $1.07M | $1.46M | $390,797.08 | 36.47% |
Edward Lowndes Angeles Wealth Management LLC | 2,941 | $248,838.01 | $293,276.52 | $44,438.51 | 17.86% |
Angela Cox W Advisors LLC | 3,674 | $250,246.93 | $366,371.28 | $116,124.35 | 46.4% |
| TL Tradewinds LLC Tradewinds LLC | 55,787 | $4.72M | $5.61M | $894,823.48 | 18.96% |
Leonid Berline ARMSTRONG ADVISORY GROUP Inc. | 719 | $53,496.68 | $71,917.97 | $18,421.29 | 34.43% |
John DeMarco Trajan Wealth LLC | 99,608 | $7.62M | $9.93M | $2.31M | 30.28% |
| XV Xavier Volatier Transatlantique Private Wealth LLC | 5,362 | $438,126.37 | $539,685.3 | $101,558.93 | 23.18% |
John Ritter Ritter Daniher Financial Advisory LLC / DE | 227 | $17,908.61 | $22,636.44 | $4,727.83 | 26.4% |
| BFG Bleakley Financial Group LLC Bleakley Financial Group LLC | 31,747 | $2.34M | $3.17M | $827,051.63 | 35.33% |
CJ Harrison DecisionPoint Financial LLC | 20 | $1,695.4 | $2,005.4 | $310 | 18.28% |
| JG John Ginter Callan Family Office LLC | 129,710 | $10.46M | $12.99M | $2.53M | 24.14% |
Linda M. Dagilus Greenfield Savings Bank | 11,283 | $708,180.2 | $1.13M | $416,960.56 | 58.88% |