| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| CMD Chris M. Denholm Objective Capital Management LLC | 7,955 | $879,821.18 | $1.09M | $209,695.7 | 23.83% |
| FFG Fiduciary Financial Group LLC Fiduciary Financial Group LLC | 8,913 | $954,325.31 | $1.21M | $259,135.07 | 27.15% |
Christopher M. Marks Sterling Investment Counsel LLC | 69,218 | $7.61M | $9.51M | $1.9M | 24.93% |
Scott Williams Investmark Advisory Group LLC | 2,432 | $276,503.29 | $334,545.92 | $58,042.63 | 20.99% |
Michael Topley Lansing Street Advisors | 10,213 | $1.07M | $1.4M | $331,169.03 | 30.88% |
Mark Fiskio Empirical Asset Management LLC | 5,961 | $686,910.05 | $810,815.22 | $123,905.17 | 18.04% |
Timothy Gerlach Novem Group | 20,482 | $2.35M | $2.79M | $432,071.46 | 18.36% |
Timothy Low Forte Asset Management LLC | 28,823 | $3.43M | $3.94M | $513,242.86 | 14.97% |
Christopher Warner WARNER FINANCIAL Inc. | 1,551 | $230,028.81 | $213,246.99 | -$16,781.82 | -7.3% |
Jim Clark Worth Asset Management LLC | 4,078 | $567,820.76 | $552,201.98 | -$15,618.78 | -2.75% |
Daniel Ronan Catalyst Financial Partners LLC | 206,827 | $21.66M | $28.15M | $6.49M | 29.97% |
Amanda Hawley Atria Wealth Solutions Inc. | 155,077 | $16.47M | $21.28M | $4.81M | 29.18% |
| LV Leah Vaden Redwood Financial Network Corp. | 1,398 | $207,337.38 | $192,022.29 | -$15,315.09 | -7.39% |
Matthew Heller Willner & Heller LLC | 3,454 | $390,966.6 | $475,304.94 | $84,338.34 | 21.57% |
Ryan Cahill Cahill Wealth Management LLC | 95,897 | $10.16M | $13.08M | $2.92M | 28.69% |
Craig Johnsen Fortitude Advisory Group LLC | 6,408 | $797,557.83 | $879,113.52 | $81,555.69 | 10.23% |
Jeffrey Gilbert Balboa Wealth Partners | 4,399 | $510,207.83 | $597,120.26 | $86,912.43 | 17.03% |
Edward Lowndes Angeles Wealth Management LLC | 7,902 | $912,615.73 | $1.07M | $160,633.91 | 17.6% |
| JMJ James Mark Joseph SENTINEL WEALTH MANAGEMENT Inc. | 20,517 | $2.29M | $2.78M | $494,516.04 | 21.62% |
Angela Cox W Advisors LLC | 5,313 | $510,538.41 | $731,228.19 | $220,689.78 | 43.23% |