| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Michael Topley Lansing Street Advisors | 6,198 | $1.07M | $1.59M | $519,102.55 | 48.53% |
Mark Fiskio Empirical Asset Management LLC | 8,572 | $1.76M | $2.22M | $459,042.61 | 26.04% |
Timothy Gerlach Novem Group | 7,906 | $1.22M | $2.03M | $809,269.19 | 66.47% |
Timothy Low Forte Asset Management LLC | 4,384 | $727,042.56 | $1.12M | $396,795.88 | 54.58% |
Christopher Warner WARNER FINANCIAL Inc. | 2,217 | $353,638.49 | $568,327.97 | $214,689.48 | 60.71% |
Jim Clark Worth Asset Management LLC | 2,746 | $607,782.65 | $703,937.13 | $96,154.48 | 15.82% |
| MSN Melissa S. Nehrt Powers Advisory Group LLC | 9,697 | $1.66M | $2.49M | $828,147.21 | 49.96% |
Daniel Ronan Catalyst Financial Partners LLC | 24,867 | $4.34M | $6.37M | $2.04M | 46.93% |
Amanda Hawley Atria Wealth Solutions Inc. | 80,696 | $12.98M | $20.69M | $7.7M | 59.34% |
Lincoln Bach Delap Wealth Advisory LLC | 1,565 | $299,872.27 | $401,187.77 | $101,315.5 | 33.79% |
Matthew Heller Willner & Heller LLC | 1,390 | $240,990.17 | $356,326.51 | $115,336.34 | 47.86% |
Eric Dahm Range Financial Group LLC | 20,421 | $3.36M | $5.23M | $1.87M | 55.69% |
Craig Johnsen Fortitude Advisory Group LLC | 3,255 | $583,208.3 | $834,419.28 | $251,210.98 | 43.07% |
Jeffrey Gilbert Balboa Wealth Partners | 9,731 | $1.65M | $2.52M | $869,144.89 | 52.57% |
Gary M. Coon Finer Wealth Management Inc. | 4,048 | $692,703.88 | $1.04M | $345,000.96 | 49.8% |
Sean Murray Quantum Financial Advisors LLC | 5,447 | $995,427.26 | $1.4M | $400,911.24 | 40.28% |
Edward Lowndes Angeles Wealth Management LLC | 20,743 | $3.77M | $5.32M | $1.55M | 40.95% |
James M. Perkins Quantum Private Wealth LLC | 1,270 | $221,245.42 | $325,564.51 | $104,319.09 | 47.15% |
Angela Cox W Advisors LLC | 9,238 | $1.58M | $2.37M | $789,115.3 | 49.97% |
Bradley J. Lineberger Seaside Wealth Management Inc. | 2,813 | $714,417.61 | $717,118.06 | $2,700.45 | 0.38% |