| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Mark Fiskio Empirical Asset Management LLC | 2,192 | $415,954.46 | $482,437.27 | $66,482.81 | 15.98% |
Timothy Gerlach Novem Group | 1,111 | $212,916.04 | $238,876.1 | $25,960.06 | 12.19% |
Jim Clark Worth Asset Management LLC | 8,851 | $1.75M | $1.9M | $157,748.94 | 9.04% |
Amanda Hawley Atria Wealth Solutions Inc. | 12,262 | $2.09M | $2.64M | $543,814.63 | 25.99% |
Jeffrey Gilbert Balboa Wealth Partners | 3,738 | $706,115.06 | $822,696.41 | $116,581.35 | 16.51% |
Christoph Von Dem Bussche Financial Guidance Group Inc. | 37,522 | $6.61M | $8.07M | $1.46M | 22.01% |
Kevin Zemann WealthPlan Investment Management LLC | 39,613 | $7.6M | $8.52M | $914,663.95 | 12.03% |
| WIM Warwick Investment Management Inc. Warwick Investment Management Inc. | 1,672 | $249,544.24 | $359,496.71 | $109,952.47 | 44.06% |
Michael Stulic Astoria Portfolio Advisors LLC | 5,117 | $1.09M | $1.1M | $11,462.05 | 1.05% |
Leonid Berline ARMSTRONG ADVISORY GROUP Inc. | 112,278 | $21.52M | $24.14M | $2.62M | 12.18% |
Brad Saenz Coastwise Capital Group LLC | 2,021 | $384,180.32 | $434,535.2 | $50,354.88 | 13.11% |
Tom Deck Bricktown Capital LLC | 1,308 | $185,330.52 | $281,233.07 | $95,902.55 | 51.75% |
| RV Ryan Vliek PPS&V ASSET MANAGEMENT CONSULTANTS Inc. | 1,425 | $210,317.25 | $306,389.24 | $96,071.99 | 45.68% |
| MK Malinda Khauv Cercano Management LLC | 221,055 | $42.24M | $48.87M | $6.63M | 15.68% |
John Ritter Ritter Daniher Financial Advisory LLC / DE | 5,405 | $1.03M | $1.16M | $136,800.52 | 13.34% |
| BFG Bleakley Financial Group LLC Bleakley Financial Group LLC | 122,959 | $21.45M | $26.44M | $4.98M | 23.23% |
CJ Harrison DecisionPoint Financial LLC | 87 | $16,698 | $18,705.87 | $2,007.87 | 12.02% |
| JG John Ginter Callan Family Office LLC | 7,366 | $1.34M | $1.62M | $277,188.55 | 20.61% |
Linda M. Dagilus Greenfield Savings Bank | 2,260 | $320,219.4 | $485,922.59 | $165,703.19 | 51.75% |
Jonmichael Dolgetta Advanced Portfolio Management LLC | 5,000 | $957,800 | $1.08M | $117,249.97 | 12.24% |