| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Brian Levy West Wealth Group LLC | 839 | $402,495.03 | $427,235.58 | $24,740.55 | 6.15% |
David K. Balsdon Harvest Portfolios Group Inc. | 5,018 | $2.38M | $2.56M | $175,346.6 | 7.37% |
Christopher M. Marks Sterling Investment Counsel LLC | 580 | $281,044.41 | $294,999.6 | $13,955.19 | 4.97% |
| SW Scott Williams Investmark Advisory Group LLC | 5,469 | $2.65M | $2.78M | $138,789.43 | 5.24% |
| MT Michael Topley Lansing Street Advisors | 338 | $204,283.82 | $172,116.36 | -$32,167.46 | -15.75% |
| TG Timothy Gerlach Novem Group | 392 | $195,673.03 | $199,614.24 | $3,941.21 | 2.01% |
Christopher Warner WARNER FINANCIAL Inc. | 948 | $407,602.08 | $482,740.56 | $75,138.48 | 18.43% |
| MSN Melissa S. Nehrt Powers Advisory Group LLC | 4,484 | $1.63M | $2.28M | $657,687.11 | 40.46% |
Daniel Ronan Catalyst Financial Partners LLC | 1,194 | $585,786.96 | $608,008.68 | $22,221.72 | 3.79% |
Amanda Hawley Atria Wealth Solutions Inc. | 15,123 | $6.81M | $7.71M | $896,918.63 | 13.17% |
Matthew Heller Willner & Heller LLC | 1,098 | $421,332.46 | $559,123.56 | $137,791.1 | 32.7% |
| ED Eric Dahm Range Financial Group LLC | 1,973 | $949,521.58 | $1.01M | $55,692.32 | 5.87% |
Craig Johnsen Fortitude Advisory Group LLC | 749 | $318,263.7 | $381,604.26 | $63,340.56 | 19.9% |
Jeffrey Gilbert Balboa Wealth Partners | 2,469 | $1.25M | $1.26M | $3,849.29 | 0.31% |
| GMC Gary M. Coon Finer Wealth Management Inc. | 2,104 | $1.02M | $1.07M | $48,390.68 | 4.73% |
| SM Sean Murray Quantum Financial Advisors LLC | 603 | $281,342.85 | $307,219.45 | $25,876.6 | 9.2% |
| EL Edward Lowndes Angeles Wealth Management LLC | 2,086 | $1.02M | $1.06M | $45,986.38 | 4.52% |
Angela Cox W Advisors LLC | 3,489 | $1.25M | $1.78M | $525,891.03 | 42.01% |
Kevin Zemann WealthPlan Investment Management LLC | 9,922 | $5.01M | $5.06M | $41,174.56 | 0.82% |
Benjamin Cauley Carr Financial Group Corp. | 1,420 | $683,815.09 | $723,468.7 | $39,653.61 | 5.8% |