| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| FFG Fiduciary Financial Group LLC Fiduciary Financial Group LLC | 780 | $691,667.98 | $740,036.7 | $48,368.72 | 6.99% |
Christopher M. Marks Sterling Investment Counsel LLC | 1,572 | $1.39M | $1.49M | $97,111.09 | 6.96% |
Mark Ledingham KEYSTONE INVESTORS PTE Ltd. | 23,840 | $22.3M | $22.62M | $316,953.52 | 1.42% |
Scott Williams Investmark Advisory Group LLC | 1,092 | $687,576.25 | $1.04M | $348,475.13 | 50.68% |
Michael Topley Lansing Street Advisors | 1,333 | $1.25M | $1.26M | $13,952.94 | 1.12% |
Mark Fiskio Empirical Asset Management LLC | 810 | $749,947.26 | $767,977.2 | $18,029.94 | 2.4% |
Timothy Gerlach Novem Group | 820 | $759,778.79 | $777,987.3 | $18,208.51 | 2.4% |
Jim Clark Worth Asset Management LLC | 240 | $218,481.61 | $227,179.56 | $8,697.95 | 3.98% |
Daniel Ronan Catalyst Financial Partners LLC | 3,513 | $2.64M | $3.33M | $690,193.22 | 26.14% |
Amanda Hawley Atria Wealth Solutions Inc. | 10,453 | $6.39M | $9.92M | $3.53M | 55.35% |
Lincoln Bach Delap Wealth Advisory LLC | 1,069 | $790,252.54 | $1.01M | $223,287.74 | 28.26% |
| LV Leah Vaden Redwood Financial Network Corp. | 219 | $218,218.17 | $207,478.41 | -$10,739.76 | -4.92% |
Matthew Heller Willner & Heller LLC | 654 | $488,582.64 | $620,070.48 | $131,487.84 | 26.91% |
Ryan Cahill Cahill Wealth Management LLC | 337 | $290,261.99 | $319,516.44 | $29,254.45 | 10.08% |
Craig Johnsen Fortitude Advisory Group LLC | 3,763 | $2.38M | $3.57M | $1.18M | 49.78% |
Jeffrey Gilbert Balboa Wealth Partners | 6,037 | $4.32M | $5.72M | $1.4M | 32.28% |
Gary M. Coon Finer Wealth Management Inc. | 1,080 | $1.02M | $1.02M | $7,758.32 | 0.76% |
Sean Murray Quantum Financial Advisors LLC | 703 | $594,612.97 | $666,015.17 | $71,402.2 | 12.01% |
Edward Lowndes Angeles Wealth Management LLC | 11,469 | $7.96M | $10.87M | $2.9M | 36.48% |
James M. Perkins Quantum Private Wealth LLC | 450 | $279,621.56 | $426,325.5 | $146,703.94 | 52.47% |