| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| MFA Millington Financial Advisors LLC Millington Financial Advisors LLC | 10,699 | $553,628.81 | $841,369.36 | $287,740.55 | 51.97% |
| FFG Fiduciary Financial Group LLC Fiduciary Financial Group LLC | 4,928 | $364,165.55 | $387,537.92 | $23,372.37 | 6.42% |
Michael Topley Lansing Street Advisors | 168,647 | $10.04M | $13.53M | $3.49M | 34.72% |
Mark Fiskio Empirical Asset Management LLC | 7,413 | $409,982.35 | $582,958.32 | $172,975.97 | 42.19% |
Timothy Gerlach Novem Group | 12,400 | $863,675.82 | $975,136 | $111,460.18 | 12.91% |
Timothy Low Forte Asset Management LLC | 4,688 | $315,408.52 | $364,749.84 | $49,341.32 | 15.64% |
Jim Clark Worth Asset Management LLC | 40,705 | $3.28M | $3.27M | -$10,990.35 | -0.34% |
Daniel Ronan Catalyst Financial Partners LLC | 310,449 | $18.06M | $24.41M | $6.35M | 35.18% |
Amanda Hawley Atria Wealth Solutions Inc. | 380,836 | $19.8M | $29.73M | $9.93M | 50.15% |
Lincoln Bach Delap Wealth Advisory LLC | 56,420 | $3.07M | $4.39M | $1.32M | 43.03% |
| LV Leah Vaden Redwood Financial Network Corp. | 2,566 | $212,567.44 | $205,844.52 | -$6,722.92 | -3.16% |
Craig Johnsen Fortitude Advisory Group LLC | 10,906 | $810,978.03 | $851,649.5 | $40,671.47 | 5.02% |
Jeffrey Gilbert Balboa Wealth Partners | 7,499 | $562,181.26 | $589,721.36 | $27,540.1 | 4.9% |
Edward Lowndes Angeles Wealth Management LLC | 16,938 | $1.13M | $1.33M | $204,198.29 | 18.11% |
Angela Cox W Advisors LLC | 24,483 | $1.49M | $1.93M | $433,739.02 | 29.08% |
Kevin Zemann WealthPlan Investment Management LLC | 607,974 | $39.57M | $47.48M | $7.91M | 19.98% |
| WIM Warwick Investment Management Inc. Warwick Investment Management Inc. | 21,164 | $1.15M | $1.66M | $514,098.19 | 44.69% |
Michael Stulic Astoria Portfolio Advisors LLC | 192,821 | $12.87M | $15.16M | $2.29M | 17.83% |
David W. Chenet Presidio Capital Management LLC | 5,255 | $363,829.15 | $408,733.9 | $44,904.75 | 12.34% |
Mary Lecca ARGONAUTICA PRIVATE WEALTH MANAGEMENT Inc. | 8,451 | $449,795.62 | $677,939.22 | $228,143.6 | 50.72% |