| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| MS Michael Stulic Astoria Portfolio Advisors LLC | 2,545 | $521,706.8 | $998,123.55 | $476,416.75 | 91.32% |
| DWC David W. Chenet Presidio Capital Management LLC | 3,679 | $1.09M | $1.4M | $314,358.13 | 28.84% |
Mary Lecca ARGONAUTICA PRIVATE WEALTH MANAGEMENT Inc. | 12,597 | $2.59M | $4.94M | $2.35M | 90.39% |
| TL Tradewinds LLC Tradewinds LLC | 660 | $245,355 | $258,845.4 | $13,490.4 | 5.5% |
Joseph Wallace Wallace Advisory Group LLC | 1,909 | $702,851.59 | $748,690.71 | $45,839.12 | 6.52% |
Leonid Berline ARMSTRONG ADVISORY GROUP Inc. | 969 | $215,007.58 | $378,278.32 | $163,270.74 | 75.94% |
| NB Nolan Baker Retirement Guys Formula LLC | 1,014 | $371,151.38 | $397,680.66 | $26,529.28 | 7.15% |
John DeMarco Trajan Wealth LLC | 1,359 | $606,659.33 | $532,986.21 | -$73,673.12 | -12.14% |
Brad Saenz Coastwise Capital Group LLC | 6,912 | $1.62M | $2.7M | $1.08M | 66.45% |
| RR Rosemarie Ranzie Stage Harbor Financial LLC | 1,040 | $238,068.03 | $407,877.6 | $169,809.57 | 71.33% |
Adam Schwallier Schwallier Wealth Management LLC | 659 | $210,789.69 | $258,453.21 | $47,663.52 | 22.61% |
Abraham Martinez Amara Financial LLC | 597 | $265,498 | $234,137.43 | -$31,360.57 | -11.81% |
| DAL Drake & Associates LLC Drake & Associates LLC | 953 | $376,724.56 | $373,757.07 | -$2,967.49 | -0.79% |
| NH Nadine Hofstetter Northwest Bank & Trust Co. | 87 | $17,215 | $34,120.53 | $16,905.53 | 98.2% |
| RV Ryan Vliek PPS&V ASSET MANAGEMENT CONSULTANTS Inc. | 2,295 | $290,848.57 | $900,076.05 | $609,227.48 | 209.47% |
| MK Malinda Khauv Cercano Management LLC | 3,048 | $803,278.6 | $1.2M | $392,116.52 | 48.81% |
Lori Fernicola Castle Wealth Management LLC | 1,579 | $357,325.15 | $619,268.01 | $261,942.86 | 73.31% |
John Ritter Ritter Daniher Financial Advisory LLC / DE | 3,427 | $840,773.61 | $1.31M | $467,312.29 | 55.58% |
| WC William Cantus Pacific Sage Partners LLC | 7,288 | $2.03M | $2.86M | $833,087.06 | 41.14% |
| BFG Bleakley Financial Group LLC Bleakley Financial Group LLC | 106,269 | $21.43M | $41.89M | $20.46M | 95.44% |