| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Eric Dahm Range Financial Group LLC | 13,678 | $356,535.3 | $405,285.98 | $48,750.68 | 13.67% |
Craig Johnsen Fortitude Advisory Group LLC | 9,095 | $382,511.1 | $267,756.8 | -$114,754.3 | -30% |
Jeffrey Gilbert Balboa Wealth Partners | 26,316 | $886,350.39 | $776,058.84 | -$110,291.55 | -12.44% |
Gary M. Coon Finer Wealth Management Inc. | 12,531 | $328,602.1 | $370,666.98 | $42,064.88 | 12.8% |
Edward Lowndes Angeles Wealth Management LLC | 17,009 | $480,152.56 | $501,935.59 | $21,783.03 | 4.54% |
Angela Cox W Advisors LLC | 9,841 | $274,499.28 | $290,506.32 | $16,007.04 | 5.83% |
Kevin Zemann WealthPlan Investment Management LLC | 65,812 | $1.9M | $1.94M | $40,712.24 | 2.15% |
Vito Collacuro Sutton Place Investors LLC | 8,626 | $234,989.6 | $254,165.09 | $19,175.49 | 8.16% |
| TL Tradewinds LLC Tradewinds LLC | 10,346 | $249,131.68 | $305,672.57 | $56,540.89 | 22.7% |
Joseph Wallace Wallace Advisory Group LLC | 13,796 | $370,623.1 | $407,533.84 | $36,910.74 | 9.96% |
Leonid Berline ARMSTRONG ADVISORY GROUP Inc. | 10,442 | $343,889.78 | $309,083.2 | -$34,806.58 | -10.12% |
Brad Saenz Coastwise Capital Group LLC | 80,028 | $2.54M | $2.37M | -$170,602.32 | -6.72% |
Nadine Hofstetter Northwest Bank & Trust Co. | 18,033 | $661,401.66 | $534,227.62 | -$127,174.04 | -19.23% |
| RV Ryan Vliek PPS&V ASSET MANAGEMENT CONSULTANTS Inc. | 12,018 | $333,541.38 | $355,011.72 | $21,470.34 | 6.44% |
John Ritter Ritter Daniher Financial Advisory LLC / DE | 13,663 | $715,182.37 | $403,195.13 | -$311,987.24 | -43.62% |
| BFG Bleakley Financial Group LLC Bleakley Financial Group LLC | 237,694 | $8M | $7.07M | -$925,008.08 | -11.56% |
CJ Harrison DecisionPoint Financial LLC | 39 | $932 | $1,148.16 | $216.16 | 23.19% |
| JG John Ginter Callan Family Office LLC | 111,751 | $2.8M | $3.31M | $510,692.79 | 18.23% |
Rodrigo Diaz Plan Group Financial LLC | 133,266 | $3.57M | $3.94M | $372,828.2 | 10.45% |
Linda M. Dagilus Greenfield Savings Bank | 30,965 | $1.54M | $912,228.9 | -$632,106.08 | -40.93% |