| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Adam Grossman Mayport LLC | 16,367 | $2.01M | $2.41M | $403,743.18 | 20.12% |
| DW Darren Woolson Asset Allocation Strategies LLC | 73,631 | $7.58M | $10.84M | $3.27M | 43.12% |
| CMD Chris M. Denholm Objective Capital Management LLC | 7,693 | $837,921.96 | $1.13M | $294,949.22 | 35.2% |
| FFG Fiduciary Financial Group LLC Fiduciary Financial Group LLC | 9,026 | $966,377.89 | $1.32M | $353,944.58 | 36.63% |
Christopher M. Marks Sterling Investment Counsel LLC | 68,287 | $7.47M | $10.06M | $2.58M | 34.58% |
| SW Scott Williams Investmark Advisory Group LLC | 2,424 | $275,316.81 | $358,315.68 | $82,998.87 | 30.15% |
| MT Michael Topley Lansing Street Advisors | 10,183 | $1.07M | $1.5M | $431,491.89 | 40.4% |
Mark Fiskio Empirical Asset Management LLC | 5,960 | $686,761.74 | $877,729.2 | $190,967.46 | 27.81% |
| TG Timothy Gerlach Novem Group | 20,579 | $2.37M | $3.03M | $665,602.84 | 28.14% |
| TL Timothy Low Forte Asset Management LLC | 28,501 | $3.38M | $4.2M | $816,344.93 | 24.15% |
Christopher Warner WARNER FINANCIAL Inc. | 1,551 | $230,028.81 | $228,415.77 | -$1,613.04 | -0.7% |
Daniel Ronan Catalyst Financial Partners LLC | 215,794 | $22.51M | $31.9M | $9.39M | 41.72% |
Amanda Hawley Atria Wealth Solutions Inc. | 155,077 | $16.47M | $22.92M | $6.45M | 39.19% |
Matthew Heller Willner & Heller LLC | 3,454 | $390,966.6 | $510,570.28 | $119,603.68 | 30.59% |
| RC Ryan Cahill Cahill Wealth Management LLC | 95,897 | $10.16M | $14.12M | $3.96M | 38.93% |
Craig Johnsen Fortitude Advisory Group LLC | 4,603 | $533,281.61 | $680,415.46 | $147,133.85 | 27.59% |
Jeffrey Gilbert Balboa Wealth Partners | 4,698 | $544,658.61 | $694,458.36 | $149,799.75 | 27.5% |
| EL Edward Lowndes Angeles Wealth Management LLC | 6,811 | $750,809.52 | $1.01M | $255,992.5 | 34.1% |
| JMJ James Mark Joseph SENTINEL WEALTH MANAGEMENT Inc. | 19,942 | $2.2M | $2.94M | $735,162.94 | 33.39% |
Angela Cox W Advisors LLC | 5,334 | $512,943.12 | $788,471.88 | $275,528.76 | 53.72% |