| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| MFA Millington Financial Advisors LLC Millington Financial Advisors LLC | 2,026 | $433,053.03 | $702,981.48 | $269,928.45 | 62.33% |
Mark Astrinos Libra Wealth LLC | 3,440 | $469,372.3 | $1.2M | $731,015.7 | 155.74% |
| FFG Fiduciary Financial Group LLC Fiduciary Financial Group LLC | 10,092 | $2.22M | $3.46M | $1.24M | 56% |
Christopher M. Marks Sterling Investment Counsel LLC | 32,127 | $6.09M | $11.06M | $4.97M | 81.66% |
Khanthaly Dacanay Chi Co. Wealth RIA | 4,122 | $883,799.13 | $1.44M | $552,058.35 | 62.46% |
Scott Williams Investmark Advisory Group LLC | 2,130 | $194,830.5 | $734,061.9 | $539,231.4 | 276.77% |
Michael Topley Lansing Street Advisors | 14,385 | $2.53M | $4.98M | $2.45M | 96.8% |
Mark Fiskio Empirical Asset Management LLC | 14,815 | $3.91M | $5.07M | $1.16M | 29.7% |
Conor Sheridan Sheridan Capital Management LLC | 1,732 | $270,124.18 | $589,797.96 | $319,673.78 | 118.34% |
Timothy Gerlach Novem Group | 8,258 | $1.5M | $2.82M | $1.32M | 87.77% |
Timothy Low Forte Asset Management LLC | 3,740 | $578,353.6 | $1.31M | $728,271.5 | 125.92% |
Christopher Warner WARNER FINANCIAL Inc. | 5,440 | $1.7M | $1.87M | $172,067.2 | 10.11% |
Jim Clark Worth Asset Management LLC | 5,314 | $1.72M | $1.85M | $130,028.24 | 7.57% |
| MSN Melissa S. Nehrt Powers Advisory Group LLC | 3,722 | $579,589.89 | $1.28M | $702,936.87 | 121.28% |
Daniel Ronan Catalyst Financial Partners LLC | 45,380 | $8.01M | $15.54M | $7.53M | 94.07% |
Amanda Hawley Atria Wealth Solutions Inc. | 134,321 | $15.59M | $46.91M | $31.31M | 200.83% |
Lincoln Bach Delap Wealth Advisory LLC | 1,997 | $442,907.34 | $680,158.23 | $237,250.89 | 53.57% |
| LV Leah Vaden Redwood Financial Network Corp. | 4,851 | $704,787.74 | $1.67M | $965,023.48 | 136.92% |
Matthew Heller Willner & Heller LLC | 10,222 | $1.26M | $3.53M | $2.27M | 179.49% |
Ryan Cahill Cahill Wealth Management LLC | 1,452 | $232,275.77 | $505,789.68 | $273,513.91 | 117.75% |