| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| FFG Fiduciary Financial Group LLC Fiduciary Financial Group LLC | 2,525 | $787,614.65 | $972,529 | $184,914.35 | 23.48% |
Christopher M. Marks Sterling Investment Counsel LLC | 921 | $281,874.77 | $354,732.36 | $72,857.59 | 25.85% |
Mary Casey O'Dell Dixon Lanham O'Dell & Company Inc. | 745 | $232,029.47 | $286,944.2 | $54,914.73 | 23.67% |
Michael Topley Lansing Street Advisors | 3,835 | $1.07M | $1.48M | $407,186.57 | 38.06% |
Mark Fiskio Empirical Asset Management LLC | 2,925 | $964,731.12 | $1.2M | $237,385.41 | 24.61% |
Timothy Gerlach Novem Group | 14,901 | $4.82M | $5.74M | $921,987.68 | 19.14% |
| MSN Melissa S. Nehrt Powers Advisory Group LLC | 1,695 | $483,667.62 | $652,846.2 | $169,178.58 | 34.98% |
Daniel Ronan Catalyst Financial Partners LLC | 3,386 | $970,153.52 | $1.3M | $333,998.24 | 34.43% |
Amanda Hawley Atria Wealth Solutions Inc. | 11,385 | $2.64M | $4.39M | $1.74M | 65.94% |
| LV Leah Vaden Redwood Financial Network Corp. | 617 | $201,950.27 | $253,574.67 | $51,624.4 | 25.56% |
Matthew Heller Willner & Heller LLC | 2,142 | $572,857.47 | $825,012.72 | $252,155.25 | 44.02% |
Eric Dahm Range Financial Group LLC | 13,553 | $3.83M | $5.22M | $1.39M | 36.36% |
Craig Johnsen Fortitude Advisory Group LLC | 1,258 | $312,569.67 | $484,531.28 | $171,961.61 | 55.02% |
Jeffrey Gilbert Balboa Wealth Partners | 907 | $285,551.44 | $372,758.87 | $87,207.43 | 30.54% |
Sean Murray Quantum Financial Advisors LLC | 4,460 | $1.25M | $1.72M | $470,075.46 | 37.67% |
Edward Lowndes Angeles Wealth Management LLC | 2,304 | $727,185.68 | $887,408.64 | $160,222.96 | 22.03% |
Angela Cox W Advisors LLC | 598 | $210,406.3 | $230,325.68 | $19,919.38 | 9.47% |
Kevin Zemann WealthPlan Investment Management LLC | 13,358 | $4.08M | $5.14M | $1.07M | 26.16% |
| WIM Warwick Investment Management Inc. Warwick Investment Management Inc. | 984 | $309,896.43 | $378,997.44 | $69,101.01 | 22.3% |
Benjamin Cauley Carr Financial Group Corp. | 2,904 | $783,894.98 | $1.13M | $348,723.07 | 44.49% |