| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Michael Stulic Astoria Portfolio Advisors LLC | 10,983 | $716,135.87 | $803,186.79 | $87,050.92 | 12.16% |
| TL Tradewinds LLC Tradewinds LLC | 1,989 | $131,393.26 | $142,332.84 | $10,939.58 | 8.33% |
Leonid Berline ARMSTRONG ADVISORY GROUP Inc. | 8,204 | $378,909.8 | $603,896.44 | $224,986.64 | 59.38% |
Nolan Baker Retirement Guys Formula LLC | 23,015 | $1.53M | $1.68M | $155,014.83 | 10.14% |
Nadine Hofstetter Northwest Bank & Trust Co. | 400 | $18,116 | $28,624 | $10,508 | 58% |
| MK Malinda Khauv Cercano Management LLC | 2,886 | $207,648 | $211,125.33 | $3,477.33 | 1.67% |
John Ritter Ritter Daniher Financial Advisory LLC / DE | 179 | $10,405.66 | $13,090.27 | $2,684.61 | 25.8% |
| BFG Bleakley Financial Group LLC Bleakley Financial Group LLC | 83,585 | $4.7M | $6.18M | $1.48M | 31.42% |
CJ Harrison DecisionPoint Financial LLC | 11 | $731.53 | $812.24 | $80.71 | 11.03% |
| JG John Ginter Callan Family Office LLC | 40,461 | $2.35M | $2.99M | $639,425.7 | 27.23% |
| HFA Highland Financial Advisors LLC Highland Financial Advisors LLC | 14,437 | $952,697.63 | $1.06M | $108,854.98 | 11.43% |
Rodrigo Diaz Plan Group Financial LLC | 56,096 | $3.13M | $4.1M | $969,189.65 | 30.93% |
Linda M. Dagilus Greenfield Savings Bank | 10,630 | $445,413.84 | $777,637.65 | $332,223.81 | 74.59% |
| TIM Tevis Investment Management Tevis Investment Management | 12,866 | $609,535.74 | $948,867.5 | $339,331.76 | 55.67% |
Anu Prabhu Altrius Capital Management Inc. | 99,268 | $4.33M | $7.33M | $3M | 69.44% |
Amna Ali Khan GDS Wealth Management | 6,090 | $409,380.27 | $445,361.7 | $35,981.43 | 8.79% |
Mark Mowrey Signature Resources Capital Management LLC | 144 | $9,168.79 | $10,840.32 | $1,671.53 | 18.23% |
| GPB Greg P. Benner Vertex Planning Partners LLC | 3,919 | $213,475.7 | $286,694.44 | $73,218.74 | 34.3% |
| FWA FSM Wealth Advisors LLC FSM Wealth Advisors LLC | 3,545 | $235,704.67 | $259,245.85 | $23,541.18 | 9.99% |
| TC Trent Curry bLong Financial LLC | 8,579 | $448,681.01 | $633,430.46 | $184,749.45 | 41.18% |