| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Thomas Mason Mason & Associates Inc. | 5,795 | $403,854.19 | $370,126.65 | -$33,727.54 | -8.35% |
Molly Crider Walker Asset Management LLC | 7,457 | $425,722.81 | $476,278.59 | $50,555.78 | 11.88% |
David K. Balsdon Harvest Portfolios Group Inc. | 15,707 | $883,656.41 | $983,101.13 | $99,444.72 | 11.25% |
Arthur Garcia Atlas Financial Advisors Inc. | 6,747 | $396,092.97 | $430,930.89 | $34,837.92 | 8.8% |
Scott Williams Investmark Advisory Group LLC | 6,234 | $404,608.08 | $389,687.34 | -$14,920.74 | -3.69% |
| MSN Melissa S. Nehrt Powers Advisory Group LLC | 11,063 | $732,543.98 | $706,593.81 | -$25,950.17 | -3.54% |
Daniel Ronan Catalyst Financial Partners LLC | 6,939 | $424,528.09 | $443,193.93 | $18,665.84 | 4.4% |
Amanda Hawley Atria Wealth Solutions Inc. | 32,550 | $1.75M | $2.08M | $330,648.02 | 18.91% |
Edward Lowndes Angeles Wealth Management LLC | 5,259 | $297,936.12 | $335,892.33 | $37,956.21 | 12.74% |
Kevin Zemann WealthPlan Investment Management LLC | 50,513 | $2.8M | $3.23M | $424,848.3 | 15.17% |
Michael Stulic Astoria Portfolio Advisors LLC | 6,057 | $348,359.1 | $386,860.59 | $38,501.49 | 11.05% |
Leonid Berline ARMSTRONG ADVISORY GROUP Inc. | 6,046 | $358,037.38 | $386,158.02 | $28,120.64 | 7.85% |
John DeMarco Trajan Wealth LLC | 3,895 | $237,064.54 | $243,788.05 | $6,723.51 | 2.84% |
Brad Saenz Coastwise Capital Group LLC | 4,954 | $274,760.07 | $316,411.98 | $41,651.91 | 15.16% |
| BFG Bleakley Financial Group LLC Bleakley Financial Group LLC | 22,583 | $1.33M | $1.42M | $89,300.21 | 6.73% |
| JG John Ginter Callan Family Office LLC | 23,657 | $1.35M | $1.46M | $117,734.96 | 8.74% |
Daniel McEnroe Azimuth Capital Investment Management LLC | 64,568 | $3.96M | $4.04M | $80,859.54 | 2.04% |
Anita Woodhouse V-Square Quantitative Management LLC | 23,997 | $1.36M | $1.53M | $171,599.37 | 12.61% |
Hajime Yamamoto Resona Asset Management Co. Ltd. | 633,445 | $34.92M | $40.46M | $5.54M | 15.88% |
Rachel Faulk Cape Investment Advisory Inc. | 5,240 | $295,363.25 | $328,548 | $33,184.75 | 11.24% |