| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| CMD Chris M. Denholm Objective Capital Management LLC | 8,022 | $508,663.21 | $557,168.01 | $48,504.8 | 9.54% |
| MFA Millington Financial Advisors LLC Millington Financial Advisors LLC | 117,357 | $6.02M | $8.14M | $2.12M | 35.27% |
Candice Gilman Sofi Wealth LLC | 3.79M | $200.4M | $262.46M | $62.06M | 30.97% |
Mark Fiskio Empirical Asset Management LLC | 10,221 | $498,405.4 | $703,460.32 | $205,054.92 | 41.14% |
Conor Sheridan Sheridan Capital Management LLC | 80,595 | $4.77M | $5.53M | $760,008.67 | 15.93% |
Timothy Gerlach Novem Group | 101,472 | $6.31M | $6.98M | $678,103.69 | 10.75% |
Timothy Low Forte Asset Management LLC | 118,817 | $5.43M | $8.23M | $2.8M | 51.63% |
Daniel Ronan Catalyst Financial Partners LLC | 4,314 | $224,576.44 | $297,083.61 | $72,507.17 | 32.29% |
Amanda Hawley Atria Wealth Solutions Inc. | 421,250 | $19.44M | $29.26M | $9.82M | 50.51% |
| LV Leah Vaden Redwood Financial Network Corp. | 3,389 | $230,485.9 | $234,654.36 | $4,168.46 | 1.81% |
Angela Cox W Advisors LLC | 44,243 | $2.15M | $3.07M | $916,007.2 | 42.57% |
Kevin Zemann WealthPlan Investment Management LLC | 9,230 | $514,683.4 | $641,023.5 | $126,340.1 | 24.55% |
Vito Collacuro Sutton Place Investors LLC | 44,451 | $2.12M | $3.08M | $964,440.58 | 45.5% |
David W. Chenet Presidio Capital Management LLC | 445,207 | $27.02M | $30.81M | $3.79M | 14.03% |
Adam Schwallier Schwallier Wealth Management LLC | 131,532 | $8.95M | $9.11M | $166,369.3 | 1.86% |
Lori Fernicola Castle Wealth Management LLC | 70,076 | $3.96M | $4.86M | $897,089.47 | 22.63% |
CJ Harrison DecisionPoint Financial LLC | 18 | $1,215 | $1,250.1 | $35.1 | 2.89% |
Brian Szymczak FSR Wealth Management Ltd. | 3,587 | $191,934.77 | $245,996.46 | $54,061.69 | 28.17% |
Rodrigo Diaz Plan Group Financial LLC | 4,203 | $244,531.31 | $290,469.33 | $45,938.02 | 18.79% |
Mark Mowrey Signature Resources Capital Management LLC | 439 | $27,901.38 | $30,154.91 | $2,253.53 | 8.08% |