| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Khanthaly Dacanay Chi Co. Wealth RIA | 2,532 | $559,887.92 | $933,700.32 | $373,812.4 | 66.77% |
Mary Casey O'Dell Dixon Lanham O'Dell & Company Inc. | 126,778 | $38.55M | $46.75M | $8.2M | 21.27% |
| SW Scott Williams Investmark Advisory Group LLC | 989 | $261,982.31 | $364,703.64 | $102,721.33 | 39.21% |
| MT Michael Topley Lansing Street Advisors | 29,545 | $6.57M | $10.9M | $4.32M | 65.81% |
Mark Fiskio Empirical Asset Management LLC | 1,881 | $630,642.87 | $693,637.56 | $62,994.69 | 9.99% |
| TG Timothy Gerlach Novem Group | 9,947 | $2.87M | $3.67M | $793,624.99 | 27.61% |
| TL Timothy Low Forte Asset Management LLC | 1,080 | $220,428 | $398,260.8 | $177,832.8 | 80.68% |
Christopher Warner WARNER FINANCIAL Inc. | 3,335 | $808,839.17 | $1.23M | $420,975.43 | 52.05% |
Jim Clark Worth Asset Management LLC | 3,451 | $1.04M | $1.27M | $233,549.07 | 22.48% |
Daniel Ronan Catalyst Financial Partners LLC | 12,129 | $3.36M | $4.47M | $1.11M | 33.1% |
Amanda Hawley Atria Wealth Solutions Inc. | 124,227 | $25.52M | $45.81M | $20.29M | 79.52% |
Lincoln Bach Delap Wealth Advisory LLC | 37,380 | $10.41M | $13.78M | $3.37M | 32.38% |
| RC Ryan Cahill Cahill Wealth Management LLC | 36,384 | $8.29M | $13.42M | $5.13M | 61.9% |
| ED Eric Dahm Range Financial Group LLC | 1,962 | $650,295 | $723,507.12 | $73,212.12 | 11.26% |
| SK Stephen Kenney Gray Private Wealth LLC | 1,354 | $434,377 | $499,301.04 | $64,924.04 | 14.95% |
Craig Johnsen Fortitude Advisory Group LLC | 3,496 | $997,416.37 | $1.29M | $291,768.59 | 29.25% |
Jeffrey Gilbert Balboa Wealth Partners | 25,978 | $7.62M | $9.58M | $1.96M | 25.7% |
| SM Sean Murray Quantum Financial Advisors LLC | 25,506 | $6.65M | $9.41M | $2.75M | 41.4% |
| EL Edward Lowndes Angeles Wealth Management LLC | 52,105 | $12.83M | $19.21M | $6.39M | 49.8% |
| JMJ James Mark Joseph SENTINEL WEALTH MANAGEMENT Inc. | 4,523 | $1.37M | $1.67M | $293,226.09 | 21.33% |