| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Christopher M. Marks Sterling Investment Counsel LLC | 1,493 | $692,363.82 | $770,701.56 | $78,337.74 | 11.31% |
Mark Fiskio Empirical Asset Management LLC | 822 | $346,700.52 | $423,847.86 | $77,147.34 | 22.25% |
Christopher Warner WARNER FINANCIAL Inc. | 1,083 | $392,592.06 | $558,427.29 | $165,835.23 | 42.24% |
Jim Clark Worth Asset Management LLC | 13,189 | $6.78M | $6.81M | $28,883.91 | 0.43% |
| MSN Melissa S. Nehrt Powers Advisory Group LLC | 1,371 | $494,338.51 | $707,723.94 | $213,385.43 | 43.17% |
Amanda Hawley Atria Wealth Solutions Inc. | 25,074 | $10.52M | $13.07M | $2.55M | 24.22% |
| LV Leah Vaden Redwood Financial Network Corp. | 991 | $343,708.53 | $511,564.13 | $167,855.6 | 48.84% |
Jeffrey Gilbert Balboa Wealth Partners | 4,265 | $1.98M | $2.2M | $214,553.75 | 10.81% |
| JMJ James Mark Joseph SENTINEL WEALTH MANAGEMENT Inc. | 1,170 | $515,560.5 | $609,300.9 | $93,740.4 | 18.18% |
Christoph Von Dem Bussche Financial Guidance Group Inc. | 1,393 | $483,134.19 | $725,195.8 | $242,061.61 | 50.1% |
James M. Perkins Quantum Private Wealth LLC | 1,352 | $491,208.64 | $697,915.95 | $206,707.31 | 42.08% |
Angela Cox W Advisors LLC | 926 | $339,530.29 | $477,473.38 | $137,943.09 | 40.63% |
Kevin Zemann WealthPlan Investment Management LLC | 1,126 | $492,640.15 | $580,599.38 | $87,959.23 | 17.85% |
James Rukstalis ESG Planning DBA Harper Investing | 404 | $211,045.56 | $210,217.36 | -$828.2 | -0.39% |
Leonid Berline ARMSTRONG ADVISORY GROUP Inc. | 230 | $77,721.11 | $119,712.7 | $41,991.59 | 54.03% |
Brad Saenz Coastwise Capital Group LLC | 4,054 | $1.58M | $2.09M | $506,243.43 | 31.96% |
| LWM Latko Wealth Management Ltd. Latko Wealth Management Ltd. | 34,130 | $14.47M | $17.78M | $3.31M | 22.89% |
| JG John Ginter Callan Family Office LLC | 6,531 | $3.14M | $3.4M | $261,147.84 | 8.32% |
Linda M. Dagilus Greenfield Savings Bank | 7,498 | $2.65M | $3.87M | $1.22M | 46.16% |
| WCI W.H. Cornerstone Investments Inc. W.H. Cornerstone Investments Inc. | 3,735 | $1.17M | $1.93M | $754,822.13 | 64.46% |