| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| ABH Alexander B. Harcus Montz Harcus Wealth Management LLC | 3,423 | $220,954.65 | $221,913.09 | $958.44 | 0.43% |
Molly Crider Walker Asset Management LLC | 84,722 | $2.13M | $5.43M | $3.31M | 155.32% |
Mark Fiskio Empirical Asset Management LLC | 62,304 | $2.19M | $3.96M | $1.76M | 80.43% |
Amanda Hawley Atria Wealth Solutions Inc. | 8,844 | $311,220.36 | $364,195.92 | $52,975.56 | 17.02% |
| LV Leah Vaden Redwood Financial Network Corp. | 3,807 | $245,741.85 | $244,447.47 | -$1,294.38 | -0.53% |
Jeffrey Gilbert Balboa Wealth Partners | 3,104 | $200,363.2 | $196,514.24 | -$3,848.96 | -1.92% |
Michael Stulic Astoria Portfolio Advisors LLC | 27,442 | $981,724.07 | $1.74M | $762,489.45 | 77.67% |
Lori Fernicola Castle Wealth Management LLC | 12,370 | $294,777.54 | $798,483.5 | $503,705.96 | 170.88% |
John Ritter Ritter Daniher Financial Advisory LLC / DE | 362 | $16,474.62 | $22,918.22 | $6,443.6 | 39.11% |
Albert Moore First National Advisers LLC | 4,970 | $202,676.6 | $316,489.6 | $113,813 | 56.15% |
Rachel Faulk Cape Investment Advisory Inc. | 150 | $9,675 | $6,177 | -$3,498 | -36.16% |
Mariana Coli Dunhill Financial LLC | 12 | $774 | $494.16 | -$279.84 | -36.16% |
| LWM Lodestone Wealth Management LLC Lodestone Wealth Management LLC | 161 | $7,305 | $10,136.56 | $2,831.56 | 38.76% |
Lukas Lindgren Abound Wealth Management | 110 | $7,095 | $7,169.8 | $74.8 | 1.05% |
Scott Crane Crane Advisory LLC | 31,040 | $1.09M | $2.01M | $915,680 | 83.83% |
Morgan Carter RFP Financial Group LLC | 315,619 | $20.36M | $20.42M | $59,948.1 | 0.29% |
Erik Brenner Hilltop Partners LLC | 18,081 | $441,050.27 | $1.16M | $718,845.88 | 162.99% |
| CSL Crescent Sterling Ltd. Crescent Sterling Ltd. | 7,957 | $231,886.04 | $512,510.37 | $280,624.33 | 121.02% |
| VMJ Victor Melfa Jr. MELFA WEALTH MANAGEMENT Inc. | 7,500 | $183,302.88 | $477,825 | $294,522.12 | 160.68% |
| FCP Fidelis Capital Partners LLC Fidelis Capital Partners LLC | 5,891 | $263,858.72 | $372,959.21 | $109,100.49 | 41.35% |