| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Mary Casey O'Dell Dixon Lanham O'Dell & Company Inc. | 745 | $232,029.47 | $322,033.7 | $90,004.23 | 38.79% |
Michael Topley Lansing Street Advisors | 3,835 | $1.07M | $1.67M | $600,163.77 | 56.1% |
Mark Fiskio Empirical Asset Management LLC | 2,925 | $964,731.12 | $1.27M | $306,532.38 | 31.77% |
Timothy Gerlach Novem Group | 14,901 | $4.82M | $6.48M | $1.66M | 34.44% |
Jim Clark Worth Asset Management LLC | 3,337 | $1.41M | $1.38M | -$36,039.63 | -2.55% |
| MSN Melissa S. Nehrt Powers Advisory Group LLC | 1,739 | $502,214.06 | $758,638.75 | $256,424.69 | 51.06% |
Daniel Ronan Catalyst Financial Partners LLC | 3,386 | $970,153.52 | $1.47M | $501,425.78 | 51.69% |
Amanda Hawley Atria Wealth Solutions Inc. | 11,385 | $2.64M | $4.94M | $2.3M | 86.99% |
| LV Leah Vaden Redwood Financial Network Corp. | 617 | $201,950.27 | $270,443.44 | $68,493.17 | 33.92% |
Matthew Heller Willner & Heller LLC | 2,142 | $572,857.47 | $935,647.02 | $362,789.55 | 63.33% |
Eric Dahm Range Financial Group LLC | 13,553 | $3.83M | $5.94M | $2.11M | 55.09% |
Craig Johnsen Fortitude Advisory Group LLC | 1,259 | $312,991.18 | $546,443.77 | $233,452.59 | 74.59% |
Jeffrey Gilbert Balboa Wealth Partners | 907 | $285,551.44 | $393,907.92 | $108,356.48 | 37.95% |
Sean Murray Quantum Financial Advisors LLC | 4,460 | $1.25M | $1.94M | $694,681.06 | 55.68% |
Edward Lowndes Angeles Wealth Management LLC | 2,304 | $727,185.68 | $1M | $273,844.72 | 37.66% |
Angela Cox W Advisors LLC | 598 | $210,406.3 | $261,173.51 | $50,767.21 | 24.13% |
Kevin Zemann WealthPlan Investment Management LLC | 10,303 | $3.1M | $4.47M | $1.37M | 44.07% |
| WIM Warwick Investment Management Inc. Warwick Investment Management Inc. | 984 | $309,896.43 | $429,279.84 | $119,383.41 | 38.52% |
Benjamin Cauley Carr Financial Group Corp. | 2,904 | $783,894.98 | $1.27M | $487,040.62 | 62.13% |
Michael Stulic Astoria Portfolio Advisors LLC | 2,028 | $583,634.37 | $881,774.4 | $298,140.03 | 51.08% |