| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Mary Lecca ARGONAUTICA PRIVATE WEALTH MANAGEMENT Inc. | 12,279 | $2.53M | $3.82M | $1.29M | 51.1% |
| TL Tradewinds LLC Tradewinds LLC | 2,857 | $1.17M | $977,865.36 | -$191,547.86 | -16.38% |
Joseph Wallace Wallace Advisory Group LLC | 1,909 | $702,851.59 | $594,099.87 | -$108,751.72 | -15.47% |
Leonid Berline ARMSTRONG ADVISORY GROUP Inc. | 969 | $215,007.58 | $301,562.48 | $86,554.9 | 40.26% |
Nolan Baker Retirement Guys Formula LLC | 812 | $289,575.7 | $252,702.51 | -$36,873.19 | -12.73% |
Brad Saenz Coastwise Capital Group LLC | 6,923 | $1.63M | $2.15M | $525,952.9 | 32.3% |
Rosemarie Ranzie Stage Harbor Financial LLC | 1,004 | $230,944.36 | $329,899.33 | $98,954.97 | 42.85% |
Adam Schwallier Schwallier Wealth Management LLC | 647 | $206,977.77 | $221,448.68 | $14,470.91 | 6.99% |
Abraham Martinez Amara Financial LLC | 597 | $265,498 | $196,165.24 | -$69,332.76 | -26.11% |
| DAL Drake & Associates LLC Drake & Associates LLC | 936 | $369,859.28 | $309,703.68 | -$60,155.6 | -16.26% |
Nadine Hofstetter Northwest Bank & Trust Co. | 87 | $17,215 | $27,075.27 | $9,860.27 | 57.28% |
| RV Ryan Vliek PPS&V ASSET MANAGEMENT CONSULTANTS Inc. | 2,295 | $290,848.57 | $714,226.93 | $423,378.36 | 145.57% |
| MK Malinda Khauv Cercano Management LLC | 3,563 | $1.02M | $1.17M | $147,030.56 | 14.42% |
Lori Fernicola Castle Wealth Management LLC | 624 | $142,956.3 | $194,195.03 | $51,238.73 | 35.84% |
John Ritter Ritter Daniher Financial Advisory LLC / DE | 3,452 | $851,288.61 | $1.07M | $223,008.28 | 26.2% |
William Cantus Pacific Sage Partners LLC | 7,390 | $2.07M | $2.36M | $293,231.84 | 14.18% |
| BFG Bleakley Financial Group LLC Bleakley Financial Group LLC | 120,938 | $27.6M | $38.89M | $11.28M | 40.88% |
Jeffrey Jones Cypress Financial Planning LLC | 767 | $260,208.35 | $238,698.06 | -$21,510.29 | -8.27% |
CJ Harrison DecisionPoint Financial LLC | 123 | $26,398.5 | $39,550.65 | $13,152.15 | 49.82% |
| JG John Ginter Callan Family Office LLC | 97,519 | $36.06M | $32.46M | -$3.6M | -9.99% |