| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Mark Astrinos Libra Wealth LLC | 8,319 | $1.64M | $2.87M | $1.23M | 75.32% |
| FFG Fiduciary Financial Group LLC Fiduciary Financial Group LLC | 27,713 | $6.95M | $9.39M | $2.44M | 35.05% |
Christopher M. Marks Sterling Investment Counsel LLC | 7,782 | $1.94M | $2.65M | $708,172.62 | 36.48% |
Khanthaly Dacanay Chi Co. Wealth RIA | 1,950 | $688,993.48 | $671,073 | -$17,920.48 | -2.6% |
Mark Ledingham KEYSTONE INVESTORS PTE Ltd. | 387,306 | $102.05M | $133.61M | $31.56M | 30.92% |
Scott Williams Investmark Advisory Group LLC | 6,282 | $808,720.76 | $2.14M | $1.33M | 164.76% |
Michael Topley Lansing Street Advisors | 4,097 | $1.17M | $1.4M | $232,445.9 | 19.85% |
Mark Fiskio Empirical Asset Management LLC | 11,031 | $2.52M | $3.73M | $1.21M | 47.98% |
Conor Sheridan Sheridan Capital Management LLC | 765 | $270,297 | $257,743.8 | -$12,553.2 | -4.64% |
Timothy Gerlach Novem Group | 7,416 | $1.34M | $2.51M | $1.16M | 86.57% |
Timothy Low Forte Asset Management LLC | 4,128 | $644,917.44 | $1.43M | $780,192 | 120.98% |
Christopher Warner WARNER FINANCIAL Inc. | 5,389 | $1.69M | $1.84M | $145,718.56 | 8.62% |
Jim Clark Worth Asset Management LLC | 3,569 | $1.06M | $1.25M | $184,983.52 | 17.41% |
| MSN Melissa S. Nehrt Powers Advisory Group LLC | 1,089 | $200,038.41 | $371,098.53 | $171,060.12 | 85.51% |
Daniel Ronan Catalyst Financial Partners LLC | 37,552 | $4.77M | $12.71M | $7.94M | 166.61% |
Amanda Hawley Atria Wealth Solutions Inc. | 89,025 | $8.77M | $30.71M | $21.94M | 250.13% |
| ECP Epacria Capital Partners LLC Epacria Capital Partners LLC | 5,727 | $508,157.04 | $1.92M | $1.42M | 278.63% |
| MS Mark Sheppard M & L Capital Management Ltd. | 36,980 | $12.11M | $12.42M | $315,379.7 | 2.61% |
Lincoln Bach Delap Wealth Advisory LLC | 2,109 | $662,482.93 | $710,543.19 | $48,060.26 | 7.25% |
| LV Leah Vaden Redwood Financial Network Corp. | 3,558 | $575,708.03 | $1.21M | $635,577.49 | 110.4% |