| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Vito Collacuro Sutton Place Investors LLC | 1,125 | $467,583.75 | $448,548.75 | -$19,035 | -4.07% |
| WIM Warwick Investment Management Inc. Warwick Investment Management Inc. | 1,048 | $446,702.1 | $417,837.6 | -$28,864.5 | -6.46% |
James Rukstalis ESG Planning DBA Harper Investing | 5,806 | $1.64M | $2.38M | $738,634.5 | 45% |
David W. Chenet Presidio Capital Management LLC | 1,822 | $851,666.07 | $747,293.3 | -$104,372.77 | -12.26% |
| TL Tradewinds LLC Tradewinds LLC | 8,190 | $2.83M | $3.28M | $455,042.84 | 16.09% |
Leonid Berline ARMSTRONG ADVISORY GROUP Inc. | 1,956 | $954,406.37 | $802,341.42 | -$152,064.95 | -15.93% |
Nolan Baker Retirement Guys Formula LLC | 937 | $318,346.62 | $373,000.96 | $54,654.34 | 17.17% |
John DeMarco Trajan Wealth LLC | 79,527 | $32.87M | $31.66M | -$1.21M | -3.68% |
Brad Saenz Coastwise Capital Group LLC | 3,068 | $986,920.1 | $1.23M | $247,980.58 | 25.13% |
| XV Xavier Volatier Transatlantique Private Wealth LLC | 857 | $492,296.84 | $343,477.03 | -$148,819.81 | -30.23% |
Nadine Hofstetter Northwest Bank & Trust Co. | 1,180 | $621,221.98 | $473,581.2 | -$147,640.78 | -23.77% |
Lori Fernicola Castle Wealth Management LLC | 2,721 | $968,055.3 | $1.1M | $127,174.41 | 13.14% |
John Ritter Ritter Daniher Financial Advisory LLC / DE | 792 | $273,477.6 | $317,607.84 | $44,130.24 | 16.14% |
| BFG Bleakley Financial Group LLC Bleakley Financial Group LLC | 49,683 | $20.24M | $20.49M | $248,229.14 | 1.23% |
Jeffrey Jones Cypress Financial Planning LLC | 915 | $313,337.36 | $373,795.8 | $60,458.44 | 19.29% |
CJ Harrison DecisionPoint Financial LLC | 42 | $19,953.88 | $17,080.14 | -$2,873.74 | -14.4% |
| JG John Ginter Callan Family Office LLC | 59,730 | $22.07M | $24.56M | $2.49M | 11.27% |
| JB Jodi Burnett Invictus Private Wealth LLC | 838 | $227,689.15 | $343,705.7 | $116,016.55 | 50.95% |
Rodrigo Diaz Plan Group Financial LLC | 560 | $232,927 | $225,148 | -$7,779 | -3.34% |
Linda M. Dagilus Greenfield Savings Bank | 6,377 | $3.05M | $2.54M | -$507,536.17 | -16.64% |