| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
David T. Morgan High Net Worth Advisory Group LLC | 1,636 | $331,929.14 | $517,744.92 | $185,815.78 | 55.98% |
Kristen Williams Athena Investment Management | 2,246 | $200,991.1 | $668,746.5 | $467,755.4 | 232.72% |
Leanne Menzel Smallwood Wealth Investment Management LLC | 83 | $12,153.53 | $26,267.01 | $14,113.48 | 116.13% |
Jaimie Palmer Beacon Capital Management LLC | 3,572 | $313,128.68 | $1.13M | $817,302.16 | 261.01% |
Molly Crider Walker Asset Management LLC | 810 | $207,092.7 | $256,340.7 | $49,248 | 23.78% |
Christopher M. Marks Sterling Investment Counsel LLC | 1,665 | $270,778.95 | $526,922.55 | $256,143.6 | 94.6% |
Michael Topley Lansing Street Advisors | 1,360 | $332,084.8 | $430,399.2 | $98,314.4 | 29.61% |
Mark Fiskio Empirical Asset Management LLC | 2,853 | $712,317.9 | $913,872.96 | $201,555.06 | 28.3% |
Daniel Ronan Catalyst Financial Partners LLC | 4,465 | $738,461.83 | $1.41M | $674,576.72 | 91.35% |
Amanda Hawley Atria Wealth Solutions Inc. | 6,925 | $982,264.23 | $2.19M | $1.21M | 123.11% |
Eric Dahm Range Financial Group LLC | 1,988 | $508,271.96 | $629,142.36 | $120,870.4 | 23.78% |
Jeffrey Gilbert Balboa Wealth Partners | 1,841 | $369,939.31 | $589,709.12 | $219,769.81 | 59.41% |
Sean Murray Quantum Financial Advisors LLC | 1,185 | $192,809.59 | $375,016.95 | $182,207.36 | 94.5% |
Edward Lowndes Angeles Wealth Management LLC | 2,517 | $482,202.28 | $796,554.99 | $314,352.71 | 65.19% |
Kevin Zemann WealthPlan Investment Management LLC | 1,449 | $252,591.39 | $458,565.03 | $205,973.64 | 81.54% |
| WIM Warwick Investment Management Inc. Warwick Investment Management Inc. | 1,668 | $286,835.37 | $527,871.96 | $241,036.59 | 84.03% |
Michael Stulic Astoria Portfolio Advisors LLC | 829 | $211,950.43 | $262,353.63 | $50,403.2 | 23.78% |
| TL Tradewinds LLC Tradewinds LLC | 604 | $116,395.68 | $214,673.69 | $98,278.01 | 84.43% |
Joseph Wallace Wallace Advisory Group LLC | 950 | $231,971 | $300,646.5 | $68,675.5 | 29.61% |
Leonid Berline ARMSTRONG ADVISORY GROUP Inc. | 185 | $31,139.89 | $58,546.95 | $27,407.06 | 88.01% |