| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Christopher M. Marks Sterling Investment Counsel LLC | 2,292 | $623,624.49 | $825,188.76 | $201,564.27 | 32.32% |
Khanthaly Dacanay Chi Co. Wealth RIA | 554 | $233,012.41 | $199,916.44 | -$33,095.97 | -14.2% |
Scott Williams Investmark Advisory Group LLC | 3,225 | $803,389.04 | $1.19M | $385,039.58 | 47.93% |
Michael Topley Lansing Street Advisors | 4,001 | $1.57M | $1.46M | -$111,007.14 | -7.08% |
Mark Fiskio Empirical Asset Management LLC | 3,564 | $1.43M | $1.26M | -$172,234.3 | -12.05% |
Timothy Gerlach Novem Group | 4,037 | $1.44M | $1.43M | -$17,669.3 | -1.22% |
Jim Clark Worth Asset Management LLC | 2,646 | $1.12M | $971,505.36 | -$146,563.79 | -13.11% |
Daniel Ronan Catalyst Financial Partners LLC | 13,325 | $3.85M | $4.72M | $870,219.11 | 22.61% |
Amanda Hawley Atria Wealth Solutions Inc. | 69,656 | $15.07M | $25.25M | $10.18M | 67.54% |
Lincoln Bach Delap Wealth Advisory LLC | 4,777 | $2.15M | $1.72M | -$427,374.13 | -19.89% |
| LV Leah Vaden Redwood Financial Network Corp. | 1,389 | $373,629.33 | $500,081.67 | $126,452.34 | 33.84% |
Craig Johnsen Fortitude Advisory Group LLC | 3,949 | $1.13M | $1.43M | $299,820.25 | 26.5% |
Jeffrey Gilbert Balboa Wealth Partners | 119,742 | $23.69M | $42.11M | $18.42M | 77.74% |
Gary M. Coon Finer Wealth Management Inc. | 7,284 | $2.55M | $2.62M | $72,157.34 | 2.83% |
Sean Murray Quantum Financial Advisors LLC | 1,210 | $292,363.21 | $432,599.2 | $140,235.99 | 47.97% |
Edward Lowndes Angeles Wealth Management LLC | 19,549 | $6.34M | $6.9M | $562,630.38 | 8.88% |
James M. Perkins Quantum Private Wealth LLC | 6,543 | $2.81M | $2.38M | -$430,667.91 | -15.31% |
Angela Cox W Advisors LLC | 2,199 | $660,729.7 | $801,502.51 | $140,772.81 | 21.31% |
Kevin Zemann WealthPlan Investment Management LLC | 17,841 | $6.34M | $6.47M | $129,446.79 | 2.04% |
Vito Collacuro Sutton Place Investors LLC | 4,016 | $1.15M | $1.48M | $333,179.26 | 29.05% |