| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Molly Crider Walker Asset Management LLC | 13,056 | $552,485.32 | $955,111.68 | $402,626.36 | 72.88% |
| BPN Brent P. Nicks Strategic Planning Inc. | 81,214 | $4.88M | $6M | $1.12M | 22.99% |
| FFG Fiduciary Financial Group LLC Fiduciary Financial Group LLC | 6,519 | $308,006.63 | $476,734.47 | $168,727.84 | 54.78% |
Christopher M. Marks Sterling Investment Counsel LLC | 3,973 | $229,083.18 | $284,307.88 | $55,224.7 | 24.11% |
Scott Williams Investmark Advisory Group LLC | 81,103 | $3.91M | $5.93M | $2.03M | 51.87% |
Timothy Gerlach Novem Group | 4,476 | $239,325.28 | $327,329.88 | $88,004.6 | 36.77% |
Christopher Warner WARNER FINANCIAL Inc. | 3,253 | $214,683.35 | $237,973.21 | $23,289.86 | 10.85% |
Jim Clark Worth Asset Management LLC | 6,866 | $459,409.53 | $502,110.58 | $42,701.05 | 9.29% |
| MSN Melissa S. Nehrt Powers Advisory Group LLC | 9,484 | $459,611.45 | $693,564.92 | $233,953.47 | 50.9% |
Daniel Ronan Catalyst Financial Partners LLC | 18,642 | $1.02M | $1.36M | $339,754.78 | 33.19% |
Amanda Hawley Atria Wealth Solutions Inc. | 87,758 | $4M | $6.48M | $2.48M | 61.99% |
Eric Dahm Range Financial Group LLC | 62,940 | $3.43M | $4.5M | $1.08M | 31.45% |
Craig Johnsen Fortitude Advisory Group LLC | 4,933 | $234,641.75 | $360,750.29 | $126,108.54 | 53.75% |
Jeffrey Gilbert Balboa Wealth Partners | 5,881 | $321,300.13 | $430,077.53 | $108,777.4 | 33.86% |
Gary M. Coon Finer Wealth Management Inc. | 29,368 | $1.56M | $2.17M | $607,985.24 | 38.95% |
Sean Murray Quantum Financial Advisors LLC | 2,958 | $212,828.1 | $216,318.54 | $3,490.44 | 1.64% |
Edward Lowndes Angeles Wealth Management LLC | 11,239 | $549,940.95 | $821,908.07 | $271,967.12 | 49.45% |
Angela Cox W Advisors LLC | 4,098 | $210,728.1 | $299,789.19 | $89,061.09 | 42.26% |
Kevin Zemann WealthPlan Investment Management LLC | 8,306 | $423,526.68 | $607,417.78 | $183,891.1 | 43.42% |
| WIM Warwick Investment Management Inc. Warwick Investment Management Inc. | 3,449 | $248,155.55 | $252,311.59 | $4,156.04 | 1.67% |