| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Adam Grossman Mayport LLC | 8,910 | $1.56M | $2.3M | $734,911.8 | 47.09% |
| CMD Chris M. Denholm Objective Capital Management LLC | 1,724 | $421,359.3 | $441,706.04 | $20,346.74 | 4.83% |
| FFG Fiduciary Financial Group LLC Fiduciary Financial Group LLC | 16,502 | $3.01M | $4.22M | $1.21M | 40.22% |
Scott Williams Investmark Advisory Group LLC | 5,236 | $804,035.39 | $1.35M | $542,585.27 | 67.48% |
Michael Topley Lansing Street Advisors | 1,325 | $245,948.15 | $340,737 | $94,788.85 | 38.54% |
Timothy Gerlach Novem Group | 1,217 | $232,581.72 | $311,126.05 | $78,544.33 | 33.77% |
Timothy Low Forte Asset Management LLC | 23,288 | $4.22M | $5.96M | $1.75M | 41.4% |
Christopher Warner WARNER FINANCIAL Inc. | 3,627 | $576,993.66 | $932,809.99 | $355,816.33 | 61.67% |
Daniel Ronan Catalyst Financial Partners LLC | 1,769 | $359,213.92 | $452,244.85 | $93,030.93 | 25.9% |
Amanda Hawley Atria Wealth Solutions Inc. | 19,651 | $3.16M | $5.03M | $1.87M | 59.3% |
Lincoln Bach Delap Wealth Advisory LLC | 1,601 | $296,593.56 | $409,487.77 | $112,894.21 | 38.06% |
Matthew Heller Willner & Heller LLC | 2,096 | $352,864.09 | $539,154.08 | $186,289.99 | 52.79% |
Stephen Kenney Gray Private Wealth LLC | 1,970 | $352,847 | $504,320 | $151,473 | 42.93% |
Jeffrey Gilbert Balboa Wealth Partners | 7,746 | $1.7M | $1.98M | $277,888.36 | 16.37% |
Edward Lowndes Angeles Wealth Management LLC | 8,898 | $1.83M | $2.27M | $439,861.88 | 23.99% |
| JMJ James Mark Joseph SENTINEL WEALTH MANAGEMENT Inc. | 2,137 | $415,069.51 | $545,383.77 | $130,314.26 | 31.4% |
Christoph Von Dem Bussche Financial Guidance Group Inc. | 3,542 | $587,901.16 | $906,167.57 | $318,266.41 | 54.14% |
Angela Cox W Advisors LLC | 18,049 | $3.35M | $4.64M | $1.29M | 38.46% |
Kevin Zemann WealthPlan Investment Management LLC | 2,923 | $626,958.47 | $748,638.76 | $121,680.29 | 19.41% |
| WIM Warwick Investment Management Inc. Warwick Investment Management Inc. | 6,039 | $1.14M | $1.55M | $415,863.06 | 36.58% |