| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Scott Williams Investmark Advisory Group LLC | 1,092 | $687,576.25 | $1.03M | $347,410.41 | 50.53% |
Michael Topley Lansing Street Advisors | 1,333 | $1.25M | $1.27M | $18,118.58 | 1.45% |
Mark Fiskio Empirical Asset Management LLC | 810 | $749,947.26 | $767,709.88 | $17,762.62 | 2.37% |
Timothy Gerlach Novem Group | 820 | $759,778.79 | $780,549.81 | $20,771.02 | 2.73% |
Daniel Ronan Catalyst Financial Partners LLC | 3,513 | $2.64M | $3.34M | $703,437.27 | 26.64% |
Amanda Hawley Atria Wealth Solutions Inc. | 10,453 | $6.39M | $9.95M | $3.56M | 55.79% |
Lincoln Bach Delap Wealth Advisory LLC | 1,128 | $829,197.72 | $1.07M | $244,534.21 | 29.49% |
| LV Leah Vaden Redwood Financial Network Corp. | 219 | $218,218.17 | $207,566.01 | -$10,652.16 | -4.88% |
Matthew Heller Willner & Heller LLC | 654 | $488,582.64 | $622,536.07 | $133,953.43 | 27.42% |
Ryan Cahill Cahill Wealth Management LLC | 337 | $290,261.99 | $320,786.93 | $30,524.94 | 10.52% |
Craig Johnsen Fortitude Advisory Group LLC | 3,763 | $2.38M | $3.58M | $1.2M | 50.49% |
Jeffrey Gilbert Balboa Wealth Partners | 6,037 | $4.32M | $5.72M | $1.4M | 32.33% |
Gary M. Coon Finer Wealth Management Inc. | 768 | $723,556.25 | $731,051.53 | $7,495.28 | 1.04% |
Sean Murray Quantum Financial Advisors LLC | 703 | $594,612.97 | $669,178.68 | $74,565.71 | 12.54% |
Edward Lowndes Angeles Wealth Management LLC | 11,469 | $7.96M | $10.92M | $2.96M | 37.13% |
James M. Perkins Quantum Private Wealth LLC | 450 | $279,621.56 | $428,350.5 | $148,728.94 | 53.19% |
Bradley J. Lineberger Seaside Wealth Management Inc. | 468 | $253,610.61 | $443,593.79 | $189,983.18 | 74.91% |
Kevin Zemann WealthPlan Investment Management LLC | 12,072 | $9.37M | $11.49M | $2.13M | 22.7% |
Vito Collacuro Sutton Place Investors LLC | 397 | $362,954.43 | $376,296.44 | $13,342.01 | 3.68% |
| WIM Warwick Investment Management Inc. Warwick Investment Management Inc. | 477 | $411,046.42 | $454,051.53 | $43,005.11 | 10.46% |