| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| WIM Warwick Investment Management Inc. Warwick Investment Management Inc. | 3,148 | $895,513.97 | $1.16M | $264,539.77 | 29.54% |
Benjamin Cauley Carr Financial Group Corp. | 2,578 | $964,616.52 | $931,276.69 | -$33,339.83 | -3.46% |
Michael Stulic Astoria Portfolio Advisors LLC | 3,099 | $754,719.21 | $1.1M | $348,865.68 | 46.22% |
David W. Chenet Presidio Capital Management LLC | 3,679 | $1.09M | $1.32M | $234,634.2 | 21.53% |
Mary Lecca ARGONAUTICA PRIVATE WEALTH MANAGEMENT Inc. | 12,279 | $2.53M | $4.44M | $1.91M | 75.39% |
| TL Tradewinds LLC Tradewinds LLC | 2,857 | $1.17M | $1.02M | -$145,378.71 | -12.43% |
Joseph Wallace Wallace Advisory Group LLC | 2,321 | $876,138.69 | $852,178.36 | -$23,960.33 | -2.73% |
Leonid Berline ARMSTRONG ADVISORY GROUP Inc. | 746 | $187,538.51 | $268,858.4 | $81,319.89 | 43.36% |
Nolan Baker Retirement Guys Formula LLC | 812 | $289,575.7 | $295,961.82 | $6,386.12 | 2.21% |
Brad Saenz Coastwise Capital Group LLC | 6,923 | $1.63M | $2.55M | $920,944.8 | 56.55% |
Rosemarie Ranzie Stage Harbor Financial LLC | 1,004 | $230,944.36 | $361,811.48 | $130,867.12 | 56.67% |
Adam Schwallier Schwallier Wealth Management LLC | 647 | $206,977.77 | $233,042.93 | $26,065.16 | 12.59% |
Abraham Martinez Amara Financial LLC | 597 | $265,498 | $216,364.74 | -$49,133.26 | -18.51% |
| DAL Drake & Associates LLC Drake & Associates LLC | 936 | $369,859.28 | $339,552.72 | -$30,306.56 | -8.19% |
Nadine Hofstetter Northwest Bank & Trust Co. | 87 | $17,215 | $31,301.87 | $14,086.87 | 81.83% |
| RV Ryan Vliek PPS&V ASSET MANAGEMENT CONSULTANTS Inc. | 2,307 | $295,106.29 | $812,064 | $516,957.71 | 175.18% |
| MK Malinda Khauv Cercano Management LLC | 3,563 | $1.02M | $1.31M | $294,770.31 | 28.9% |
Lori Fernicola Castle Wealth Management LLC | 624 | $142,956.3 | $229,588.32 | $86,632.02 | 60.6% |
John Ritter Ritter Daniher Financial Advisory LLC / DE | 3,452 | $851,288.61 | $1.22M | $368,216.69 | 43.25% |
William Cantus Pacific Sage Partners LLC | 7,390 | $2.07M | $2.71M | $638,197.04 | 30.86% |