| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Molly Crider Walker Asset Management LLC | 654 | $208,221.62 | $240,286.14 | $32,064.52 | 15.4% |
Mark Astrinos Libra Wealth LLC | 1,531 | $313,616.49 | $580,861.4 | $267,244.91 | 85.21% |
| FFG Fiduciary Financial Group LLC Fiduciary Financial Group LLC | 630 | $250,217 | $231,468.3 | -$18,748.7 | -7.49% |
Christopher M. Marks Sterling Investment Counsel LLC | 5,187 | $1.25M | $1.91M | $651,828.52 | 51.98% |
Mark Fiskio Empirical Asset Management LLC | 1,458 | $323,987.22 | $559,762.65 | $235,775.43 | 72.77% |
Timothy Gerlach Novem Group | 939 | $202,171.68 | $344,997.99 | $142,826.31 | 70.65% |
Daniel Ronan Catalyst Financial Partners LLC | 3,123 | $703,144.1 | $1.15M | $444,277.33 | 63.18% |
Amanda Hawley Atria Wealth Solutions Inc. | 4,957 | $1.13M | $1.82M | $690,445.95 | 61.06% |
| LV Leah Vaden Redwood Financial Network Corp. | 530 | $210,500.11 | $206,599.3 | -$3,900.81 | -1.85% |
Sean Murray Quantum Financial Advisors LLC | 920 | $221,094.7 | $338,017.2 | $116,922.5 | 52.88% |
Edward Lowndes Angeles Wealth Management LLC | 4,836 | $1.09M | $1.78M | $682,405.84 | 62.35% |
Michael Stulic Astoria Portfolio Advisors LLC | 510 | $202,556.71 | $187,379.1 | -$15,177.61 | -7.49% |
Mary Lecca ARGONAUTICA PRIVATE WEALTH MANAGEMENT Inc. | 11,876 | $2.33M | $4.36M | $2.03M | 87.22% |
Leonid Berline ARMSTRONG ADVISORY GROUP Inc. | 2,594 | $427,890.68 | $953,061.54 | $525,170.86 | 122.73% |
| XV Xavier Volatier Transatlantique Private Wealth LLC | 2,289 | $551,094.66 | $841,001.49 | $289,906.83 | 52.61% |
Nadine Hofstetter Northwest Bank & Trust Co. | 5,785 | $1.13M | $2.13M | $997,158.49 | 88.38% |
John Ritter Ritter Daniher Financial Advisory LLC / DE | 1,531 | $376,899.22 | $562,504.71 | $185,605.49 | 49.25% |
| BFG Bleakley Financial Group LLC Bleakley Financial Group LLC | 13,232 | $2.76M | $5.03M | $2.27M | 82.04% |
CJ Harrison DecisionPoint Financial LLC | 5 | $1,649 | $1,901.45 | $252.45 | 15.31% |
| JG John Ginter Callan Family Office LLC | 15,917 | $3.92M | $6.11M | $2.19M | 55.88% |