| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| FFG Fiduciary Financial Group LLC Fiduciary Financial Group LLC | 2,581 | $1.37M | $1.44M | $66,856.72 | 4.88% |
Christopher M. Marks Sterling Investment Counsel LLC | 7,827 | $4.97M | $4.36M | -$614,572.62 | -12.36% |
Khanthaly Dacanay Chi Co. Wealth RIA | 1,217 | $422,879.99 | $724,078.49 | $301,198.5 | 71.23% |
Mary Casey O'Dell Dixon Lanham O'Dell & Company Inc. | 478 | $245,161.86 | $266,107.39 | $20,945.53 | 8.54% |
Scott Williams Investmark Advisory Group LLC | 958 | $243,944.54 | $566,958.77 | $323,014.23 | 132.41% |
Michael Topley Lansing Street Advisors | 2,047 | $1.13M | $1.14M | $4,611.69 | 0.41% |
Mark Fiskio Empirical Asset Management LLC | 6,013 | $4.38M | $3.56M | -$823,218.53 | -18.79% |
Timothy Gerlach Novem Group | 4,603 | $2.67M | $2.56M | -$112,087.68 | -4.19% |
Timothy Low Forte Asset Management LLC | 600 | $127,164 | $334,026.01 | $206,862.01 | 162.67% |
Christopher Warner WARNER FINANCIAL Inc. | 628 | $414,246.12 | $349,613.89 | -$64,632.23 | -15.6% |
Jim Clark Worth Asset Management LLC | 1,114 | $649,842.6 | $620,174.96 | -$29,667.64 | -4.57% |
| MSN Melissa S. Nehrt Powers Advisory Group LLC | 793 | $522,489.08 | $441,471.05 | -$81,018.03 | -15.51% |
Daniel Ronan Catalyst Financial Partners LLC | 14,209 | $5.83M | $7.91M | $2.08M | 35.69% |
Amanda Hawley Atria Wealth Solutions Inc. | 44,398 | $10.61M | $24.72M | $14.11M | 132.92% |
| LV Leah Vaden Redwood Financial Network Corp. | 1,725 | $392,058.03 | $1.02M | $628,822.84 | 160.39% |
Tu Tran Crosspoint Financial LLC | 625 | $139,966.62 | $369,884.37 | $229,917.75 | 164.27% |
Matthew Heller Willner & Heller LLC | 1,412 | $857,811.12 | $786,074.55 | -$71,736.57 | -8.36% |
Eric Dahm Range Financial Group LLC | 904 | $536,917.97 | $503,265.86 | -$33,652.11 | -6.27% |
Stephen Kenney Gray Private Wealth LLC | 726 | $428,645.77 | $404,171.47 | -$24,474.3 | -5.71% |
Craig Johnsen Fortitude Advisory Group LLC | 2,342 | $1.13M | $1.3M | $173,314.59 | 15.33% |