| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Craig Johnsen Fortitude Advisory Group LLC | 3,406 | $235,161.95 | $325,647.66 | $90,485.71 | 38.48% |
Jeffrey Gilbert Balboa Wealth Partners | 11,233 | $804,869.11 | $1.07M | $269,118.02 | 33.44% |
| GMC Gary M. Coon Finer Wealth Management Inc. | 3,371 | $260,739.28 | $323,211.48 | $62,472.2 | 23.96% |
| EL Edward Lowndes Angeles Wealth Management LLC | 2,739 | $264,368.28 | $261,875.79 | -$2,492.49 | -0.94% |
Angela Cox W Advisors LLC | 7,143 | $496,072.19 | $682,942.23 | $186,870.04 | 37.67% |
| WIM Warwick Investment Management Inc. Warwick Investment Management Inc. | 3,419 | $291,346.5 | $326,890.59 | $35,544.09 | 12.2% |
| MS Michael Stulic Astoria Portfolio Advisors LLC | 2,720 | $212,609.15 | $260,059.2 | $47,450.05 | 22.32% |
| TL Tradewinds LLC Tradewinds LLC | 11,550 | $1.09M | $1.1M | $10,553.76 | 0.96% |
Leonid Berline ARMSTRONG ADVISORY GROUP Inc. | 5,346 | $387,144.44 | $511,050.87 | $123,906.43 | 32.01% |
| NB Nolan Baker Retirement Guys Formula LLC | 14,965 | $1.38M | $1.43M | $48,069.22 | 3.48% |
| TD Teresa Douberly Ridgeline Wealth LLC | 2,987 | $282,335.53 | $285,587.07 | $3,251.54 | 1.15% |
John DeMarco Trajan Wealth LLC | 58,544 | $4.34M | $5.6M | $1.26M | 28.97% |
| DAL Drake & Associates LLC Drake & Associates LLC | 3,108 | $274,491.34 | $297,155.88 | $22,664.54 | 8.26% |
| NH Nadine Hofstetter Northwest Bank & Trust Co. | 2,006 | $140,921.08 | $191,793.66 | $50,872.58 | 36.1% |
John Ritter Ritter Daniher Financial Advisory LLC / DE | 1,450 | $125,366 | $138,576.5 | $13,210.5 | 10.54% |
| BFG Bleakley Financial Group LLC Bleakley Financial Group LLC | 31,928 | $2.46M | $3.04M | $586,504.3 | 23.88% |
CJ Harrison DecisionPoint Financial LLC | 70 | $6,104.51 | $6,685.35 | $580.84 | 9.51% |
| JG John Ginter Callan Family Office LLC | 41,697 | $3.72M | $3.98M | $263,034.45 | 7.07% |
| RD Rodrigo Diaz Plan Group Financial LLC | 33,672 | $2.86M | $3.22M | $356,520.41 | 12.47% |
Linda M. Dagilus Greenfield Savings Bank | 2,389 | $167,275.91 | $228,161.44 | $60,885.53 | 36.4% |