| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Christopher M. Marks Sterling Investment Counsel LLC | 1,757 | $372,513.61 | $429,814.91 | $57,301.3 | 15.38% |
Scott Williams Investmark Advisory Group LLC | 2,747 | $472,880.9 | $686,228.07 | $213,347.17 | 45.12% |
Michael Topley Lansing Street Advisors | 51,593 | $9.53M | $12.62M | $3.1M | 32.5% |
Mark Fiskio Empirical Asset Management LLC | 2,765 | $504,667.8 | $690,724.65 | $186,056.85 | 36.87% |
Christopher Warner WARNER FINANCIAL Inc. | 18,114 | $3.17M | $4.43M | $1.26M | 39.59% |
Amanda Hawley Atria Wealth Solutions Inc. | 34,015 | $5.95M | $8.32M | $2.37M | 39.78% |
Matthew Heller Willner & Heller LLC | 3,887 | $701,151.62 | $950,876.81 | $249,725.19 | 35.62% |
Ryan Cahill Cahill Wealth Management LLC | 2,072 | $362,071.54 | $506,873.36 | $144,801.82 | 39.99% |
Jeffrey Gilbert Balboa Wealth Partners | 1,198 | $234,850.7 | $299,272.38 | $64,421.68 | 27.43% |
Sean Murray Quantum Financial Advisors LLC | 3,764 | $576,481.21 | $920,787.32 | $344,306.11 | 59.73% |
Edward Lowndes Angeles Wealth Management LLC | 2,323 | $504,220.91 | $568,275.49 | $64,054.58 | 12.7% |
Michael Stulic Astoria Portfolio Advisors LLC | 3,249 | $789,474.54 | $794,802.87 | $5,328.33 | 0.67% |
| TL Tradewinds LLC Tradewinds LLC | 17,626 | $4.24M | $4.44M | $196,007.25 | 4.62% |
Leonid Berline ARMSTRONG ADVISORY GROUP Inc. | 306 | $51,443.97 | $74,856.78 | $23,412.81 | 45.51% |
Brad Saenz Coastwise Capital Group LLC | 2,204 | $419,486.07 | $539,164.52 | $119,678.45 | 28.53% |
Rosemarie Ranzie Stage Harbor Financial LLC | 3,156 | $592,312.24 | $788,400.36 | $196,088.12 | 33.11% |
Adam Schwallier Schwallier Wealth Management LLC | 4,192 | $766,682.54 | $1.05M | $288,276.18 | 37.6% |
John Ritter Ritter Daniher Financial Advisory LLC / DE | 4,880 | $1.03M | $1.19M | $160,259.2 | 15.51% |
Jeffrey Jones Cypress Financial Planning LLC | 1,043 | $253,438.58 | $255,149.09 | $1,710.51 | 0.67% |
CJ Harrison DecisionPoint Financial LLC | 34 | $6,180.63 | $8,422.82 | $2,242.19 | 36.28% |