| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Christopher M. Marks Sterling Investment Counsel LLC | 21,357 | $2.49M | $2.62M | $134,809.81 | 5.41% |
Scott Williams Investmark Advisory Group LLC | 20,691 | $1.18M | $2.55M | $1.37M | 116.65% |
Michael Topley Lansing Street Advisors | 5,170 | $559,819.1 | $639,115.4 | $79,296.3 | 14.16% |
Mark Fiskio Empirical Asset Management LLC | 22,914 | $2.13M | $2.8M | $662,997.51 | 31.06% |
Conor Sheridan Sheridan Capital Management LLC | 292,185 | $23.25M | $35.47M | $12.22M | 52.58% |
Timothy Gerlach Novem Group | 4,747 | $477,716.45 | $579,940.99 | $102,224.54 | 21.4% |
Timothy Low Forte Asset Management LLC | 26,315 | $3.3M | $3.25M | -$41,314.55 | -1.25% |
Christopher Warner WARNER FINANCIAL Inc. | 6,883 | $476,024.59 | $849,018.05 | $372,993.46 | 78.36% |
Daniel Ronan Catalyst Financial Partners LLC | 2,863 | $303,893.13 | $349,815.65 | $45,922.52 | 15.11% |
Amanda Hawley Atria Wealth Solutions Inc. | 47,432 | $4.54M | $5.89M | $1.35M | 29.74% |
| LV Leah Vaden Redwood Financial Network Corp. | 6,512 | $634,130.72 | $800,292.24 | $166,161.52 | 26.2% |
Matthew Heller Willner & Heller LLC | 39,027 | $2.88M | $4.81M | $1.93M | 67.06% |
Ryan Cahill Cahill Wealth Management LLC | 5,560 | $385,917.64 | $687,605.2 | $301,687.56 | 78.17% |
Eric Dahm Range Financial Group LLC | 3,236 | $324,894.4 | $397,688.22 | $72,793.82 | 22.41% |
Stephen Kenney Gray Private Wealth LLC | 6,896 | $581,070.75 | $852,276.64 | $271,205.89 | 46.67% |
Craig Johnsen Fortitude Advisory Group LLC | 1,640 | $203,638.8 | $203,753.6 | $114.8 | 0.06% |
Jeffrey Gilbert Balboa Wealth Partners | 11,768 | $1.34M | $1.43M | $92,257.6 | 6.87% |
Edward Lowndes Angeles Wealth Management LLC | 25,793 | $2.32M | $3.15M | $823,031.71 | 35.44% |
| JMJ James Mark Joseph SENTINEL WEALTH MANAGEMENT Inc. | 5,492 | $582,975.8 | $666,014.84 | $83,039.04 | 14.24% |
Christoph Von Dem Bussche Financial Guidance Group Inc. | 5,280 | $366,484.8 | $653,188.8 | $286,704 | 78.23% |