| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Brian Levy West Wealth Group LLC | 6,318 | $446,113.98 | $443,839.5 | -$2,274.48 | -0.51% |
| CMD Chris M. Denholm Objective Capital Management LLC | 12,640 | $574,712.08 | $886,443.2 | $311,731.12 | 54.24% |
Mark Astrinos Libra Wealth LLC | 437,774 | $21.89M | $30.56M | $8.67M | 39.59% |
| FFG Fiduciary Financial Group LLC Fiduciary Financial Group LLC | 23,570 | $1.23M | $1.65M | $423,330.35 | 34.4% |
Candice Gilman Sofi Wealth LLC | 1.25M | $64.64M | $87.54M | $22.9M | 35.43% |
Khanthaly Dacanay Chi Co. Wealth RIA | 26,229 | $1.26M | $1.83M | $576,233 | 45.91% |
Scott Williams Investmark Advisory Group LLC | 5,591 | $291,367.97 | $392,935.48 | $101,567.51 | 34.86% |
Michael Topley Lansing Street Advisors | 172,618 | $9.06M | $12.12M | $3.06M | 33.79% |
Mark Fiskio Empirical Asset Management LLC | 10,505 | $567,368.91 | $736,820.7 | $169,451.79 | 29.87% |
Conor Sheridan Sheridan Capital Management LLC | 9,899 | $572,146.52 | $690,405.75 | $118,259.23 | 20.67% |
Timothy Gerlach Novem Group | 38,119 | $2.17M | $2.67M | $502,248.11 | 23.13% |
Christopher Warner WARNER FINANCIAL Inc. | 333,534 | $17.11M | $23.43M | $6.32M | 36.97% |
Jim Clark Worth Asset Management LLC | 10,556 | $676,428.48 | $741,031.2 | $64,602.72 | 9.55% |
| MSN Melissa S. Nehrt Powers Advisory Group LLC | 21,096 | $1.28M | $1.48M | $201,023.1 | 15.69% |
Daniel Ronan Catalyst Financial Partners LLC | 24,054 | $1.14M | $1.69M | $552,036.04 | 48.63% |
Amanda Hawley Atria Wealth Solutions Inc. | 509,311 | $20.03M | $35.77M | $15.74M | 78.59% |
| ECP Epacria Capital Partners LLC Epacria Capital Partners LLC | 234,089 | $10.58M | $16.34M | $5.76M | 54.44% |
Lincoln Bach Delap Wealth Advisory LLC | 224,328 | $11.16M | $15.67M | $4.5M | 40.33% |
Ryan Cahill Cahill Wealth Management LLC | 13,175 | $632,451.82 | $919,944.37 | $287,492.55 | 45.46% |
Eric Dahm Range Financial Group LLC | 4,092 | $236,342.36 | $287,299.32 | $50,956.96 | 21.56% |