| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| BFG Bleakley Financial Group LLC Bleakley Financial Group LLC | 251,676 | $5.13M | $5.96M | $829,797.99 | 16.18% |
CJ Harrison DecisionPoint Financial LLC | 129 | $2,969.21 | $3,032.79 | $63.58 | 2.14% |
| JG John Ginter Callan Family Office LLC | 164,297 | $4.54M | $3.87M | -$673,631.24 | -14.84% |
Rodrigo Diaz Plan Group Financial LLC | 115,020 | $2.65M | $2.72M | $76,832.9 | 2.9% |
Linda M. Dagilus Greenfield Savings Bank | 29,162 | $639,876.62 | $687,202.53 | $47,325.91 | 7.4% |
Amna Ali Khan GDS Wealth Management | 13,259 | $377,522.58 | $314,901.25 | -$62,621.33 | -16.59% |
Mark Mowrey Signature Resources Capital Management LLC | 3,131 | $65,816.02 | $73,359.33 | $7,543.31 | 11.46% |
Albert Moore First National Advisers LLC | 34,167 | $622,628.85 | $809,074.56 | $186,445.71 | 29.94% |
| GPB Greg P. Benner Vertex Planning Partners LLC | 13,192 | $292,362.5 | $311,661 | $19,298.5 | 6.6% |
| FWA FSM Wealth Advisors LLC FSM Wealth Advisors LLC | 27,063 | $690,182.4 | $639,634 | -$50,548.4 | -7.32% |
| TC Trent Curry bLong Financial LLC | 15,114 | $344,342.23 | $355,859.13 | $11,516.9 | 3.34% |
David Hunter Horizons Wealth Management | 229 | $4,799.84 | $5,410.12 | $610.28 | 12.71% |
Anita Woodhouse V-Square Quantitative Management LLC | 115,064 | $2.42M | $2.7M | $284,835.57 | 11.77% |
Hajime Yamamoto Resona Asset Management Co. Ltd. | 2.44M | $45.54M | $57.54M | $12M | 26.34% |
Rachel Faulk Cape Investment Advisory Inc. | 28,469 | $772,182.59 | $669,021.5 | -$103,161.09 | -13.36% |
| DT Desaree Tatum Heritage Wealth Management Inc. | 91,889 | $1.73M | $2.17M | $439,452.36 | 25.37% |
| CGL Chester Gary Lloyd Coston, McIsaac & Partners | 5,326 | $108,241.68 | $125,347.41 | $17,105.73 | 15.8% |
| SHF Second Half Financial Partners LLC Second Half Financial Partners LLC | 13,273 | $232,110.54 | $310,588.2 | $78,477.66 | 33.81% |
Mariana Coli Dunhill Financial LLC | 4,269 | $106,516.17 | $100,321.5 | -$6,194.67 | -5.82% |
| JJB James J. Burns & Company LLC James J. Burns & Company LLC | 40,453 | $774,916.9 | $955,095.33 | $180,178.43 | 23.25% |