| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| SFL Safeguard Financial LLC Safeguard Financial LLC | 5,490 | $872,208.1 | $1.31M | $440,835.2 | 50.54% |
Adam Grossman Mayport LLC | 5,183 | $1.1M | $1.27M | $173,327.38 | 15.79% |
| DW Darren Woolson Asset Allocation Strategies LLC | 6,674 | $1.21M | $1.63M | $416,220.6 | 34.27% |
Bryan Kupchik Capstone Wealth Management Group LLC | 7,567 | $1.33M | $1.81M | $482,138.31 | 36.31% |
Molly Crider Walker Asset Management LLC | 2,253 | $352,110.88 | $538,850.01 | $186,739.13 | 53.03% |
Brian Levy West Wealth Group LLC | 1,410 | $333,634.2 | $337,229.7 | $3,595.5 | 1.08% |
| CMD Chris M. Denholm Objective Capital Management LLC | 5,790 | $1.01M | $1.38M | $378,177.63 | 37.57% |
| MFA Millington Financial Advisors LLC Millington Financial Advisors LLC | 1,900 | $436,107 | $465,880 | $29,773 | 6.83% |
Mark Astrinos Libra Wealth LLC | 2,799 | $465,679.22 | $669,436.83 | $203,757.61 | 43.75% |
| FFG Fiduciary Financial Group LLC Fiduciary Financial Group LLC | 27,571 | $5.25M | $6.59M | $1.34M | 25.56% |
Christopher M. Marks Sterling Investment Counsel LLC | 1,562 | $337,063.98 | $373,583.54 | $36,519.56 | 10.83% |
Michael Topley Lansing Street Advisors | 11,287 | $2.01M | $2.7M | $692,414.47 | 34.5% |
Mark Fiskio Empirical Asset Management LLC | 1,261 | $230,384.38 | $309,197.2 | $78,812.82 | 34.21% |
Timothy Gerlach Novem Group | 58,462 | $11.55M | $13.98M | $2.43M | 21.04% |
Christopher Warner WARNER FINANCIAL Inc. | 40,709 | $6.74M | $9.74M | $3M | 44.46% |
Daniel Ronan Catalyst Financial Partners LLC | 7,056 | $1.31M | $1.69M | $378,184.08 | 28.88% |
Amanda Hawley Atria Wealth Solutions Inc. | 172,024 | $26.49M | $41.14M | $14.65M | 55.29% |
Lincoln Bach Delap Wealth Advisory LLC | 3,372 | $731,444.87 | $806,481.24 | $75,036.37 | 10.26% |
| LV Leah Vaden Redwood Financial Network Corp. | 1,017 | $208,555.8 | $249,368.4 | $40,812.6 | 19.57% |
Matthew Heller Willner & Heller LLC | 4,011 | $690,423.66 | $959,310.87 | $268,887.21 | 38.95% |