| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Brad Saenz Coastwise Capital Group LLC | 72,351 | $1.4M | $1.59M | $188,829.46 | 13.47% |
| NH Nadine Hofstetter Northwest Bank & Trust Co. | 22,138 | $353,316.7 | $486,703.93 | $133,387.23 | 37.75% |
| MK Malinda Khauv Cercano Management LLC | 10,032 | $220,704 | $220,553.52 | -$150.48 | -0.07% |
John Ritter Ritter Daniher Financial Advisory LLC / DE | 3,690 | $91,821.45 | $81,124.65 | -$10,696.8 | -11.65% |
| WC William Cantus Pacific Sage Partners LLC | 18,963 | $347,468.11 | $416,901.55 | $69,433.44 | 19.98% |
| BFG Bleakley Financial Group LLC Bleakley Financial Group LLC | 214,069 | $4.35M | $4.67M | $318,678.9 | 7.33% |
CJ Harrison DecisionPoint Financial LLC | 75 | $1,863.26 | $1,648.87 | -$214.39 | -11.51% |
| JG John Ginter Callan Family Office LLC | 165,553 | $4.57M | $3.61M | -$957,427.83 | -20.96% |
| RD Rodrigo Diaz Plan Group Financial LLC | 103,482 | $2.41M | $2.26M | -$151,062.69 | -6.27% |
Linda M. Dagilus Greenfield Savings Bank | 30,151 | $654,731.4 | $657,593.31 | $2,861.91 | 0.44% |
Amna Ali Khan GDS Wealth Management | 12,432 | $360,403.68 | $271,141.92 | -$89,261.76 | -24.77% |
Mark Mowrey Signature Resources Capital Management LLC | 3,131 | $65,816.02 | $68,287.11 | $2,471.09 | 3.75% |
Albert Moore First National Advisers LLC | 33,255 | $603,750.45 | $725,291.55 | $121,541.1 | 20.13% |
| GPB Greg P. Benner Vertex Planning Partners LLC | 10,548 | $237,631.78 | $230,051.88 | -$7,579.9 | -3.19% |
| FWA FSM Wealth Advisors LLC FSM Wealth Advisors LLC | 27,063 | $690,182.4 | $590,244.03 | -$99,938.37 | -14.48% |
| TC Trent Curry bLong Financial LLC | 15,114 | $344,342.23 | $329,636.34 | -$14,705.89 | -4.27% |
David Hunter Horizons Wealth Management | 229 | $4,799.84 | $4,994.49 | $194.65 | 4.06% |
Anita Woodhouse V-Square Quantitative Management LLC | 19,063 | $431,947.57 | $415,764.03 | -$16,183.54 | -3.75% |
| HY Hajime Yamamoto Resona Asset Management Co. Ltd. | 2.55M | $47.53M | $55.69M | $8.15M | 17.15% |
| DT Desaree Tatum Heritage Wealth Management Inc. | 92,360 | $1.74M | $2.01M | $273,186.81 | 15.69% |