| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Allison Brooke Blake WorthPointe LLC | 1,032 | $534,245.76 | $708,282.25 | $174,036.49 | 32.58% |
Adam Grossman Mayport LLC | 1,430 | $1.01M | $1.01M | $8,236.73 | 0.82% |
| SBL Semitam Bonam LLC Semitam Bonam LLC | 2,484 | $1.41M | $1.7M | $297,682.73 | 21.16% |
Mark Astrinos Libra Wealth LLC | 515 | $206,854.9 | $361,370.35 | $154,515.45 | 74.7% |
Mark Fiskio Empirical Asset Management LLC | 545 | $302,108.99 | $386,459.49 | $84,350.5 | 27.92% |
Christopher Warner WARNER FINANCIAL Inc. | 1,505 | $646,448.57 | $1.03M | $386,463.05 | 59.78% |
Daniel Ronan Catalyst Financial Partners LLC | 699 | $374,802 | $479,737.69 | $104,935.69 | 28% |
Amanda Hawley Atria Wealth Solutions Inc. | 11,640 | $6.33M | $7.99M | $1.66M | 26.18% |
Lincoln Bach Delap Wealth Advisory LLC | 1,178 | $658,841.94 | $808,484.97 | $149,643.03 | 22.71% |
Jeffrey Gilbert Balboa Wealth Partners | 9,148 | $4.07M | $6.49M | $2.41M | 59.22% |
| JMJ James Mark Joseph SENTINEL WEALTH MANAGEMENT Inc. | 1,260 | $713,764.8 | $893,465.97 | $179,701.17 | 25.18% |
Kevin Zemann WealthPlan Investment Management LLC | 463 | $285,559.88 | $317,766.16 | $32,206.28 | 11.28% |
Michael Stulic Astoria Portfolio Advisors LLC | 609 | $265,453.92 | $417,968.89 | $152,514.97 | 57.45% |
| XV Xavier Volatier Transatlantique Private Wealth LLC | 3,963 | $1.7M | $2.72M | $1.02M | 60.34% |
Nadine Hofstetter Northwest Bank & Trust Co. | 191 | $91,469.41 | $131,087.12 | $39,617.71 | 43.31% |
| MK Malinda Khauv Cercano Management LLC | 174,939 | $123.04M | $124.51M | $1.47M | 1.19% |
| JG John Ginter Callan Family Office LLC | 18,564 | $9.34M | $13.12M | $3.79M | 40.58% |
| GPB Greg P. Benner Vertex Planning Partners LLC | 1,522 | $842,594.11 | $1.09M | $248,542.86 | 29.5% |
| FWA FSM Wealth Advisors LLC FSM Wealth Advisors LLC | 395 | $168,549.28 | $271,096.4 | $102,547.12 | 60.84% |
David Hunter Horizons Wealth Management | 164 | $70,494.58 | $112,556.48 | $42,061.9 | 59.67% |