| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| FFG Fiduciary Financial Group LLC Fiduciary Financial Group LLC | 2,273 | $777,423.57 | $943,749.62 | $166,326.05 | 21.39% |
Christopher M. Marks Sterling Investment Counsel LLC | 5,222 | $1.8M | $2.17M | $370,517.34 | 20.61% |
Mark Fiskio Empirical Asset Management LLC | 2,386 | $855,659.47 | $1.07M | $214,867.17 | 25.11% |
Timothy Gerlach Novem Group | 726 | $260,101.25 | $301,435.21 | $41,333.96 | 15.89% |
Daniel Ronan Catalyst Financial Partners LLC | 4,679 | $973,326.39 | $1.94M | $969,394.46 | 99.6% |
Amanda Hawley Atria Wealth Solutions Inc. | 8,294 | $2.13M | $3.44M | $1.32M | 61.87% |
Craig Johnsen Fortitude Advisory Group LLC | 1,270 | $313,278.47 | $527,304.01 | $214,025.54 | 68.32% |
Jeffrey Gilbert Balboa Wealth Partners | 2,003 | $558,223.83 | $898,686.03 | $340,462.2 | 60.99% |
Sean Murray Quantum Financial Advisors LLC | 712 | $254,389.56 | $295,622.41 | $41,232.85 | 16.21% |
Edward Lowndes Angeles Wealth Management LLC | 5,490 | $1.74M | $2.28M | $534,673.92 | 30.64% |
Kevin Zemann WealthPlan Investment Management LLC | 1,054 | $394,459.5 | $437,620.81 | $43,161.31 | 10.94% |
Benjamin Cauley Carr Financial Group Corp. | 1,779 | $283,918.35 | $809,747.43 | $525,829.08 | 185.2% |
Joseph Wallace Wallace Advisory Group LLC | 852 | $274,620.63 | $353,750.41 | $79,129.78 | 28.81% |
Leonid Berline ARMSTRONG ADVISORY GROUP Inc. | 263 | $58,095.28 | $109,197.6 | $51,102.32 | 87.96% |
Nolan Baker Retirement Guys Formula LLC | 1,508 | $427,101.65 | $626,121.62 | $199,019.97 | 46.6% |
| TD Teresa Douberly Ridgeline Wealth LLC | 583 | $208,343 | $242,061.61 | $33,718.61 | 16.18% |
Brad Saenz Coastwise Capital Group LLC | 1,031 | $386,075.62 | $428,071.21 | $41,995.59 | 10.88% |
| XV Xavier Volatier Transatlantique Private Wealth LLC | 1,904 | $314,527.54 | $790,540.82 | $476,013.28 | 151.34% |
| MK Malinda Khauv Cercano Management LLC | 2,550 | $797,333.94 | $1.17M | $375,564.03 | 47.1% |
Lori Fernicola Castle Wealth Management LLC | 3,169 | $1.04M | $1.32M | $276,553.62 | 26.61% |