| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| CMD Chris M. Denholm Objective Capital Management LLC | 2,560 | $305,971.2 | $312,806.4 | $6,835.2 | 2.23% |
| FFG Fiduciary Financial Group LLC Fiduciary Financial Group LLC | 2,288 | $213,122.37 | $281,080.8 | $67,958.43 | 31.89% |
Christopher M. Marks Sterling Investment Counsel LLC | 6,472 | $604,031.76 | $818,578.56 | $214,546.8 | 35.52% |
Mark Fiskio Empirical Asset Management LLC | 9,697 | $960,360.48 | $1.19M | $230,915.97 | 24.04% |
Conor Sheridan Sheridan Capital Management LLC | 65,475 | $4.22M | $7.95M | $3.73M | 88.5% |
Timothy Gerlach Novem Group | 2,112 | $252,428 | $259,459.2 | $7,031.2 | 2.79% |
Christopher Warner WARNER FINANCIAL Inc. | 2,792 | $257,553.92 | $342,997.2 | $85,443.28 | 33.17% |
| MSN Melissa S. Nehrt Powers Advisory Group LLC | 1,601 | $201,197.67 | $202,494.48 | $1,296.81 | 0.64% |
Daniel Ronan Catalyst Financial Partners LLC | 4,222 | $358,190.66 | $518,672.7 | $160,482.04 | 44.8% |
Amanda Hawley Atria Wealth Solutions Inc. | 255,128 | $14.13M | $31.21M | $17.08M | 120.88% |
| LV Leah Vaden Redwood Financial Network Corp. | 7,983 | $480,366.66 | $1.01M | $529,323.18 | 110.19% |
Craig Johnsen Fortitude Advisory Group LLC | 5,799 | $383,929.58 | $709,449.66 | $325,520.08 | 84.79% |
Sean Murray Quantum Financial Advisors LLC | 14,832 | $1.64M | $1.88M | $238,834.16 | 14.59% |
Edward Lowndes Angeles Wealth Management LLC | 3,745 | $352,853.9 | $460,073.25 | $107,219.35 | 30.39% |
Christoph Von Dem Bussche Financial Guidance Group Inc. | 7,488 | $401,364.16 | $909,230.4 | $507,866.24 | 126.54% |
James M. Perkins Quantum Private Wealth LLC | 7,410 | $428,222.7 | $937,216.8 | $508,994.1 | 118.86% |
Angela Cox W Advisors LLC | 29,065 | $1.95M | $3.57M | $1.62M | 83.32% |
Bradley J. Lineberger Seaside Wealth Management Inc. | 3,307 | $257,020.04 | $402,131.2 | $145,111.16 | 56.46% |
Kevin Zemann WealthPlan Investment Management LLC | 4,716 | $372,231.58 | $576,955.44 | $204,723.86 | 55% |
| WIM Warwick Investment Management Inc. Warwick Investment Management Inc. | 15,535 | $1.22M | $1.91M | $683,802.55 | 55.84% |