| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| CMD Chris M. Denholm Objective Capital Management LLC | 1,609 | $538,123.78 | $850,372.59 | $312,248.81 | 58.03% |
| MFA Millington Financial Advisors LLC Millington Financial Advisors LLC | 978 | $494,149.22 | $519,523.4 | $25,374.18 | 5.13% |
| BPN Brent P. Nicks Strategic Planning Inc. | 769 | $401,258.32 | $406,424.19 | $5,165.87 | 1.29% |
Mark Astrinos Libra Wealth LLC | 725 | $326,907.58 | $382,720.25 | $55,812.67 | 17.07% |
| FFG Fiduciary Financial Group LLC Fiduciary Financial Group LLC | 14,105 | $6.57M | $7.45M | $880,475.69 | 13.4% |
Christopher M. Marks Sterling Investment Counsel LLC | 10,969 | $4.75M | $5.83M | $1.09M | 22.91% |
Khanthaly Dacanay Chi Co. Wealth RIA | 1,042 | $377,048.96 | $550,603.13 | $173,554.17 | 46.03% |
Mary Casey O'Dell Dixon Lanham O'Dell & Company Inc. | 115,942 | $43.04M | $61.57M | $18.53M | 43.06% |
Scott Williams Investmark Advisory Group LLC | 2,546 | $747,700.57 | $1.35M | $603,156.11 | 80.67% |
Michael Topley Lansing Street Advisors | 811 | $393,034.93 | $430,600.45 | $37,565.52 | 9.56% |
Mark Fiskio Empirical Asset Management LLC | 1,619 | $739,304.65 | $855,544.36 | $116,239.71 | 15.72% |
Timothy Gerlach Novem Group | 9,228 | $4.31M | $4.88M | $565,413.3 | 13.12% |
Christopher Warner WARNER FINANCIAL Inc. | 1,954 | $588,146.45 | $1.04M | $448,606.87 | 76.27% |
Jim Clark Worth Asset Management LLC | 1,161 | $572,134.77 | $604,579.14 | $32,444.37 | 5.67% |
| MSN Melissa S. Nehrt Powers Advisory Group LLC | 531 | $258,277.81 | $281,236.18 | $22,958.37 | 8.89% |
Daniel Ronan Catalyst Financial Partners LLC | 11,903 | $4.26M | $6.29M | $2.03M | 47.7% |
Amanda Hawley Atria Wealth Solutions Inc. | 68,172 | $20.74M | $35.86M | $15.13M | 72.94% |
| ECP Epacria Capital Partners LLC Epacria Capital Partners LLC | 21,160 | $6.53M | $11.21M | $4.67M | 71.5% |
Lincoln Bach Delap Wealth Advisory LLC | 572 | $267,199.04 | $304,384.08 | $37,185.04 | 13.92% |
| LV Leah Vaden Redwood Financial Network Corp. | 1,166 | $414,134 | $620,063.06 | $205,929.06 | 49.73% |