| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Mary Lecca ARGONAUTICA PRIVATE WEALTH MANAGEMENT Inc. | 1,768 | $275,411.25 | $305,192.16 | $29,780.91 | 10.81% |
Leonid Berline ARMSTRONG ADVISORY GROUP Inc. | 1,729 | $191,875.08 | $305,531.59 | $113,656.51 | 59.23% |
Brad Saenz Coastwise Capital Group LLC | 9,648 | $1.31M | $1.67M | $356,865.32 | 27.27% |
John Ritter Ritter Daniher Financial Advisory LLC / DE | 1,741 | $289,219.38 | $300,531.42 | $11,312.04 | 3.91% |
| BFG Bleakley Financial Group LLC Bleakley Financial Group LLC | 39,541 | $4.87M | $6.95M | $2.09M | 42.86% |
Jeffrey Jones Cypress Financial Planning LLC | 2,192 | $372,267.39 | $391,250.08 | $18,982.69 | 5.1% |
CJ Harrison DecisionPoint Financial LLC | 23 | $3,914.52 | $4,103.2 | $188.68 | 4.82% |
| JG John Ginter Callan Family Office LLC | 27,271 | $4.44M | $4.81M | $366,651.06 | 8.26% |
| JB Jodi Burnett Invictus Private Wealth LLC | 1,375 | $254,086 | $242,673.75 | -$11,412.25 | -4.49% |
Rodrigo Diaz Plan Group Financial LLC | 1,448 | $232,986.84 | $249,953.76 | $16,966.92 | 7.28% |
Linda M. Dagilus Greenfield Savings Bank | 3,239 | $513,929.06 | $559,116.18 | $45,187.12 | 8.79% |
Mark Mowrey Signature Resources Capital Management LLC | 1,048 | $160,530.35 | $183,567.68 | $23,037.33 | 14.35% |
Albert Moore First National Advisers LLC | 1,808 | $286,899.39 | $312,096.96 | $25,197.57 | 8.78% |
Junaid Subhan Sagard Holdings Management Inc. | 98 | $15,607 | $17,456.74 | $1,849.74 | 11.85% |
Daniel McEnroe Azimuth Capital Investment Management LLC | 7,484 | $982,299.99 | $1.29M | $309,588.09 | 31.52% |
| FWA FSM Wealth Advisors LLC FSM Wealth Advisors LLC | 3,970 | $542,105.88 | $685,301.4 | $143,195.52 | 26.41% |
| TC Trent Curry bLong Financial LLC | 1,087 | $166,984.98 | $191,437 | $24,452.02 | 14.64% |
Anita Woodhouse V-Square Quantitative Management LLC | 8,921 | $1.45M | $1.59M | $143,050.16 | 9.88% |
Hajime Yamamoto Resona Asset Management Co. Ltd. | 304,337 | $50.74M | $53.45M | $2.7M | 5.33% |
Rachel Faulk Cape Investment Advisory Inc. | 517 | $85,210.84 | $92,243.14 | $7,032.3 | 8.25% |