| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
David K. Balsdon Harvest Portfolios Group Inc. | 2,739 | $857,280.95 | $900,364.08 | $43,083.13 | 5.03% |
| FFG Fiduciary Financial Group LLC Fiduciary Financial Group LLC | 1,416 | $410,421.51 | $459,024.73 | $48,603.22 | 11.84% |
Scott Williams Investmark Advisory Group LLC | 921 | $326,902.91 | $302,364.29 | -$24,538.62 | -7.51% |
Timothy Gerlach Novem Group | 3,506 | $1.01M | $1.14M | $126,761.75 | 12.55% |
Amanda Hawley Atria Wealth Solutions Inc. | 3,921 | $1.16M | $1.27M | $107,876.81 | 9.27% |
Edward Lowndes Angeles Wealth Management LLC | 2,828 | $900,180.68 | $916,752.79 | $16,572.11 | 1.84% |
Michael Stulic Astoria Portfolio Advisors LLC | 1,608 | $492,393.43 | $521,265.38 | $28,871.95 | 5.86% |
Leonid Berline ARMSTRONG ADVISORY GROUP Inc. | 118 | $32,910.13 | $38,252.06 | $5,341.93 | 16.23% |
John DeMarco Trajan Wealth LLC | 25,659 | $7.58M | $8.43M | $856,141.4 | 11.3% |
Adam Schwallier Schwallier Wealth Management LLC | 900 | $274,116.04 | $293,336.99 | $19,220.95 | 7.01% |
Nadine Hofstetter Northwest Bank & Trust Co. | 506 | $147,690.77 | $164,030.03 | $16,339.26 | 11.06% |
John Ritter Ritter Daniher Financial Advisory LLC / DE | 150 | $38,947.76 | $48,625.5 | $9,677.74 | 24.85% |
| JG John Ginter Callan Family Office LLC | 2,784 | $828,814.13 | $905,078.4 | $76,264.27 | 9.2% |
Mark Mowrey Signature Resources Capital Management LLC | 4 | $1,174 | $1,296.68 | $122.68 | 10.45% |
Anita Woodhouse V-Square Quantitative Management LLC | 1,525 | $396,124.41 | $494,359.27 | $98,234.86 | 24.8% |
Hajime Yamamoto Resona Asset Management Co. Ltd. | 92,902 | $26.89M | $30.12M | $3.22M | 11.99% |
Rachel Faulk Cape Investment Advisory Inc. | 3 | $955 | $979.47 | $24.47 | 2.56% |
| CGL Chester Gary Lloyd Coston, McIsaac & Partners | 8 | $2,310.8 | $2,588.64 | $277.84 | 12.02% |
Mariana Coli Dunhill Financial LLC | 16 | $4,745.02 | $5,252.8 | $507.78 | 10.7% |
Lukas Lindgren Abound Wealth Management | 2 | $546.48 | $648.34 | $101.86 | 18.64% |