| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Brian Levy West Wealth Group LLC | 996 | $535,180.55 | $706,356.73 | $171,176.18 | 31.98% |
Arthur Garcia Atlas Financial Advisors Inc. | 13,045 | $4.67M | $9.25M | $4.58M | 97.95% |
| CMD Chris M. Denholm Objective Capital Management LLC | 9,922 | $3.93M | $7.04M | $3.1M | 78.91% |
| MFA Millington Financial Advisors LLC Millington Financial Advisors LLC | 678 | $413,148 | $480,878.28 | $67,730.28 | 16.39% |
Mark Astrinos Libra Wealth LLC | 1,294 | $416,038.62 | $917,696.39 | $501,657.77 | 120.58% |
| FFG Fiduciary Financial Group LLC Fiduciary Financial Group LLC | 8,005 | $4.02M | $5.73M | $1.7M | 42.34% |
Christopher M. Marks Sterling Investment Counsel LLC | 2,228 | $1.33M | $1.58M | $252,138.01 | 18.98% |
Khanthaly Dacanay Chi Co. Wealth RIA | 630 | $358,555.58 | $446,791.9 | $88,236.32 | 24.61% |
| SW Scott Williams Investmark Advisory Group LLC | 5,031 | $1.69M | $3.58M | $1.89M | 111.67% |
| MT Michael Topley Lansing Street Advisors | 15,846 | $7.56M | $11.24M | $3.68M | 48.66% |
Mark Fiskio Empirical Asset Management LLC | 2,793 | $1.68M | $1.98M | $304,129.77 | 18.14% |
Conor Sheridan Sheridan Capital Management LLC | 2,117 | $879,102.15 | $1.5M | $622,260.49 | 70.78% |
| TG Timothy Gerlach Novem Group | 1,825 | $952,563.67 | $1.29M | $341,835.83 | 35.89% |
| TL Timothy Low Forte Asset Management LLC | 770 | $278,888.9 | $546,078.99 | $267,190.09 | 95.81% |
Christopher Warner WARNER FINANCIAL Inc. | 15,295 | $5.74M | $10.85M | $5.11M | 89.11% |
Jim Clark Worth Asset Management LLC | 16,719 | $11.75M | $11.86M | $106,837.36 | 0.91% |
| MSN Melissa S. Nehrt Powers Advisory Group LLC | 2,560 | $1.04M | $1.82M | $772,346.47 | 74.02% |
Daniel Ronan Catalyst Financial Partners LLC | 1,153 | $585,359.59 | $821,385.67 | $236,026.08 | 40.32% |
Amanda Hawley Atria Wealth Solutions Inc. | 153,194 | $57.97M | $109.07M | $51.1M | 88.15% |
Lincoln Bach Delap Wealth Advisory LLC | 2,275 | $1.25M | $1.61M | $365,000.96 | 29.23% |