| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Mark Fiskio Empirical Asset Management LLC | 19,992 | $353,938.22 | $600,959.52 | $247,021.3 | 69.79% |
Christopher Warner WARNER FINANCIAL Inc. | 11,664 | $307,238.27 | $353,535.84 | $46,297.57 | 15.07% |
Jim Clark Worth Asset Management LLC | 60,688 | $1.24M | $1.86M | $619,832.43 | 50.07% |
| MSN Melissa S. Nehrt Powers Advisory Group LLC | 1.24M | $23.6M | $37.47M | $13.87M | 58.78% |
Daniel Ronan Catalyst Financial Partners LLC | 29,872 | $573,974.27 | $899,445.92 | $325,471.65 | 56.7% |
Amanda Hawley Atria Wealth Solutions Inc. | 150,787 | $3.42M | $4.58M | $1.16M | 33.8% |
Lincoln Bach Delap Wealth Advisory LLC | 26,842 | $701,372.34 | $812,507.34 | $111,135 | 15.85% |
Stephen Kenney Gray Private Wealth LLC | 6,941 | $204,274 | $210,163.76 | $5,889.76 | 2.88% |
Craig Johnsen Fortitude Advisory Group LLC | 58,223 | $1.12M | $1.77M | $643,260.31 | 57.24% |
Jeffrey Gilbert Balboa Wealth Partners | 266,627 | $7.65M | $8M | $352,200.48 | 4.6% |
Edward Lowndes Angeles Wealth Management LLC | 12,656 | $325,917.49 | $380,310.27 | $54,392.78 | 16.69% |
Bradley J. Lineberger Seaside Wealth Management Inc. | 15,852 | $236,036.28 | $480,077.82 | $244,041.54 | 103.39% |
Kevin Zemann WealthPlan Investment Management LLC | 248,701 | $6.03M | $7.55M | $1.51M | 25.1% |
| WIM Warwick Investment Management Inc. Warwick Investment Management Inc. | 67,902 | $1.46M | $2.06M | $602,453.46 | 41.37% |
Benjamin Cauley Carr Financial Group Corp. | 148,407 | $3.28M | $4.5M | $1.22M | 37.28% |
David W. Chenet Presidio Capital Management LLC | 8,772 | $214,387.68 | $265,484.58 | $51,096.9 | 23.83% |
Leonid Berline ARMSTRONG ADVISORY GROUP Inc. | 55,974 | $1.39M | $1.7M | $305,525.26 | 21.97% |
Nolan Baker Retirement Guys Formula LLC | 12,923 | $204,069.13 | $391,696.13 | $187,627 | 91.94% |
Abraham Martinez Amara Financial LLC | 8,495 | $207,813.67 | $257,313.55 | $49,499.88 | 23.82% |
| DAL Drake & Associates LLC Drake & Associates LLC | 29,677 | $783,253.63 | $900,845.33 | $117,591.7 | 15.01% |