| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| CMD Chris M. Denholm Objective Capital Management LLC | 540 | $232,050.89 | $439,997.4 | $207,946.51 | 89.61% |
| MFA Millington Financial Advisors LLC Millington Financial Advisors LLC | 1,286 | $321,124.05 | $1.08M | $761,983.7 | 237.29% |
| BPN Brent P. Nicks Strategic Planning Inc. | 311 | $220,123 | $253,405.91 | $33,282.91 | 15.12% |
Mark Astrinos Libra Wealth LLC | 268 | $285,393 | $233,449.44 | -$51,943.56 | -18.2% |
| FFG Fiduciary Financial Group LLC Fiduciary Financial Group LLC | 1,224 | $539,064.19 | $997,327.44 | $458,263.25 | 85.01% |
Christopher M. Marks Sterling Investment Counsel LLC | 701 | $258,463.59 | $571,181.81 | $312,718.22 | 120.99% |
Khanthaly Dacanay Chi Co. Wealth RIA | 1,157 | $414,136.57 | $942,735.17 | $528,598.6 | 127.64% |
Mark Fiskio Empirical Asset Management LLC | 1,556 | $700,006.7 | $1.27M | $567,837.66 | 81.12% |
Timothy Gerlach Novem Group | 1,651 | $605,947.14 | $1.35M | $739,304.17 | 122.01% |
Jim Clark Worth Asset Management LLC | 1,367 | $843,044.07 | $1.11M | $270,801.2 | 32.12% |
| MSN Melissa S. Nehrt Powers Advisory Group LLC | 328 | $187,901.36 | $267,257.68 | $79,356.32 | 42.23% |
Daniel Ronan Catalyst Financial Partners LLC | 5,050 | $1.44M | $4.11M | $2.67M | 185.2% |
Amanda Hawley Atria Wealth Solutions Inc. | 14,695 | $3.53M | $11.97M | $8.44M | 238.83% |
Eric Dahm Range Financial Group LLC | 1,354 | $446,824.42 | $1.1M | $656,428.32 | 146.91% |
Stephen Kenney Gray Private Wealth LLC | 250 | $266,225 | $203,702.5 | -$62,522.5 | -23.48% |
Craig Johnsen Fortitude Advisory Group LLC | 858 | $261,525.03 | $699,106.98 | $437,581.95 | 167.32% |
Jeffrey Gilbert Balboa Wealth Partners | 1,308 | $534,940.52 | $1.07M | $530,830.96 | 99.23% |
Gary M. Coon Finer Wealth Management Inc. | 9,959 | $2.29M | $8.11M | $5.83M | 254.4% |
Sean Murray Quantum Financial Advisors LLC | 1,736 | $931,497.83 | $1.41M | $483,012.33 | 51.85% |
Edward Lowndes Angeles Wealth Management LLC | 1,947 | $1.03M | $1.59M | $557,979.65 | 54.25% |