| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Amanda Hawley Atria Wealth Solutions Inc. | 33,654 | $2.25M | $2.66M | $411,807.07 | 18.34% |
Craig Johnsen Fortitude Advisory Group LLC | 3,057 | $199,647.18 | $241,380.72 | $41,733.54 | 20.9% |
Edward Lowndes Angeles Wealth Management LLC | 15,800 | $1.27M | $1.26M | -$6,667.04 | -0.53% |
James M. Perkins Quantum Private Wealth LLC | 11,080 | $1.03M | $883,519.2 | -$142,183.03 | -13.86% |
Angela Cox W Advisors LLC | 10,717 | $998,862.12 | $859,235.47 | -$139,626.65 | -13.98% |
| WIM Warwick Investment Management Inc. Warwick Investment Management Inc. | 5,214 | $389,500.08 | $417,328.56 | $27,828.48 | 7.14% |
Benjamin Cauley Carr Financial Group Corp. | 3,893 | $324,665.7 | $310,700.33 | -$13,965.37 | -4.3% |
Michael Stulic Astoria Portfolio Advisors LLC | 11,701 | $920,784.53 | $934,324.85 | $13,540.32 | 1.47% |
Mary Lecca ARGONAUTICA PRIVATE WEALTH MANAGEMENT Inc. | 49,264 | $3.48M | $3.93M | $455,644.38 | 13.11% |
Leonid Berline ARMSTRONG ADVISORY GROUP Inc. | 4,622 | $382,264.24 | $364,560.25 | -$17,703.99 | -4.63% |
Nolan Baker Retirement Guys Formula LLC | 16,756 | $1.22M | $1.34M | $125,132.49 | 10.28% |
Brad Saenz Coastwise Capital Group LLC | 7,053 | $454,557.14 | $564,945.3 | $110,388.16 | 24.28% |
Nadine Hofstetter Northwest Bank & Trust Co. | 11,120 | $822,904.38 | $888,821.6 | $65,917.22 | 8.01% |
| MK Malinda Khauv Cercano Management LLC | 4,824 | $407,773 | $384,183.36 | -$23,589.64 | -5.78% |
Lori Fernicola Castle Wealth Management LLC | 17,877 | $1.35M | $1.43M | $80,568.54 | 5.96% |
John Ritter Ritter Daniher Financial Advisory LLC / DE | 13,273 | $1.03M | $1.06M | $29,787.05 | 2.9% |
| BFG Bleakley Financial Group LLC Bleakley Financial Group LLC | 53,621 | $4.44M | $4.24M | -$201,439.94 | -4.54% |
CJ Harrison DecisionPoint Financial LLC | 166 | $13,238.34 | $13,107.36 | -$130.98 | -0.99% |
| JG John Ginter Callan Family Office LLC | 59,341 | $4.33M | $4.69M | $354,646.98 | 8.19% |
Linda M. Dagilus Greenfield Savings Bank | 34,358 | $2.65M | $2.75M | $94,350.76 | 3.56% |