| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Brian Levy West Wealth Group LLC | 16,592 | $1.56M | $1.6M | $47,486.29 | 3.05% |
| FFG Fiduciary Financial Group LLC Fiduciary Financial Group LLC | 13,470 | $1.17M | $1.3M | $135,306.36 | 11.6% |
Christopher M. Marks Sterling Investment Counsel LLC | 3,350 | $317,984.98 | $323,827.75 | $5,842.77 | 1.84% |
Conor Sheridan Sheridan Capital Management LLC | 26,575 | $2.11M | $2.57M | $454,742.84 | 21.51% |
| TL Timothy Low Forte Asset Management LLC | 5,565 | $434,236.95 | $537,940.72 | $103,703.77 | 23.88% |
Christopher Warner WARNER FINANCIAL Inc. | 5,501 | $444,880.92 | $531,754.16 | $86,873.24 | 19.53% |
Amanda Hawley Atria Wealth Solutions Inc. | 84,757 | $6.12M | $8.19M | $2.07M | 33.76% |
Lincoln Bach Delap Wealth Advisory LLC | 4,817 | $452,215 | $465,635.3 | $13,420.3 | 2.97% |
Craig Johnsen Fortitude Advisory Group LLC | 3,342 | $309,937.08 | $322,569.84 | $12,632.76 | 4.08% |
Jeffrey Gilbert Balboa Wealth Partners | 2,482 | $232,985.34 | $239,562.64 | $6,577.3 | 2.82% |
| EL Edward Lowndes Angeles Wealth Management LLC | 1,126 | $104,425.24 | $108,681.52 | $4,256.28 | 4.08% |
Angela Cox W Advisors LLC | 6,953 | $493,127.28 | $671,103.56 | $177,976.28 | 36.09% |
Kevin Zemann WealthPlan Investment Management LLC | 9,195 | $858,058.69 | $887,501.4 | $29,442.71 | 3.43% |
Benjamin Cauley Carr Financial Group Corp. | 35,095 | $3.09M | $3.39M | $299,811.5 | 9.71% |
Leonid Berline ARMSTRONG ADVISORY GROUP Inc. | 11,814 | $860,097.79 | $1.14M | $281,134.61 | 32.69% |
| TD Teresa Douberly Ridgeline Wealth LLC | 2,218 | $196,920.36 | $214,081.36 | $17,161 | 8.71% |
| RR Rosemarie Ranzie Stage Harbor Financial LLC | 2,346 | $219,726.55 | $226,435.92 | $6,709.37 | 3.05% |
John Ritter Ritter Daniher Financial Advisory LLC / DE | 106 | $7,642.6 | $10,231.12 | $2,588.52 | 33.87% |
Amna Ali Khan GDS Wealth Management | 278,149 | $20.5M | $26.87M | $6.37M | 31.05% |
Mark Mowrey Signature Resources Capital Management LLC | 1,421 | $117,471.53 | $137,268.6 | $19,797.07 | 16.85% |