| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| DAL Drake & Associates LLC Drake & Associates LLC | 1,865 | $332,697.32 | $418,366.12 | $85,668.8 | 25.75% |
Nadine Hofstetter Northwest Bank & Trust Co. | 939 | $136,908.75 | $206,533.05 | $69,624.3 | 50.85% |
John Ritter Ritter Daniher Financial Advisory LLC / DE | 22,632 | $4.22M | $4.98M | $757,266.72 | 17.94% |
William Cantus Pacific Sage Partners LLC | 3,414 | $517,927.81 | $750,909.3 | $232,981.49 | 44.98% |
| BFG Bleakley Financial Group LLC Bleakley Financial Group LLC | 580,029 | $84.15M | $127.58M | $43.43M | 51.61% |
Jeffrey Jones Cypress Financial Planning LLC | 4,004 | $734,019.52 | $880,679.8 | $146,660.28 | 19.98% |
CJ Harrison DecisionPoint Financial LLC | 313 | $57,769.3 | $68,844.35 | $11,075.05 | 19.17% |
| JG John Ginter Callan Family Office LLC | 16,418 | $3.48M | $3.69M | $211,233.27 | 6.06% |
| JB Jodi Burnett Invictus Private Wealth LLC | 586,270 | $86.53M | $128.95M | $42.42M | 49.02% |
| HFA Highland Financial Advisors LLC Highland Financial Advisors LLC | 2,752 | $382,204.52 | $605,302.4 | $223,097.88 | 58.37% |
Brook Hart Presilium Private Wealth LLC | 400,678 | $61.38M | $88.13M | $26.75M | 43.59% |
Brian Szymczak FSR Wealth Management Ltd. | 1,016 | $221,417 | $223,469.2 | $2,052.2 | 0.93% |
Linda M. Dagilus Greenfield Savings Bank | 1,707 | $236,566.71 | $375,454.65 | $138,887.94 | 58.71% |
Amna Ali Khan GDS Wealth Management | 1,092 | $238,765.79 | $247,108.68 | $8,342.89 | 3.49% |
Mark Mowrey Signature Resources Capital Management LLC | 1,411 | $248,254.54 | $310,349.45 | $62,094.91 | 25.01% |
Albert Moore First National Advisers LLC | 4,922 | $804,896.92 | $1.08M | $277,696.98 | 34.5% |
Laura Schmidt Higgins & Schmidt Wealth Strategies LLC | 1,030 | $196,747.92 | $226,548.5 | $29,800.58 | 15.15% |
| FWA FSM Wealth Advisors LLC FSM Wealth Advisors LLC | 2,391 | $391,620.55 | $525,900.45 | $134,279.9 | 34.29% |
Brendan Corcoran Valence8 US LP | 67,421 | $13.01M | $14.83M | $1.82M | 13.97% |
Rachel Faulk Cape Investment Advisory Inc. | 2,878 | $523,269.97 | $633,016.1 | $109,746.13 | 20.97% |