| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| CMD Chris M. Denholm Objective Capital Management LLC | 5,118 | $1.24M | $1.93M | $690,876.37 | 55.64% |
| BPN Brent P. Nicks Strategic Planning Inc. | 1,360 | $455,992.69 | $521,662.01 | $65,669.32 | 14.4% |
Mark Astrinos Libra Wealth LLC | 220,794 | $47.13M | $83.38M | $36.25M | 76.91% |
| FFG Fiduciary Financial Group LLC Fiduciary Financial Group LLC | 37,586 | $11.1M | $14.25M | $3.15M | 28.33% |
Christopher M. Marks Sterling Investment Counsel LLC | 833 | $277,343.26 | $316,248.45 | $38,905.19 | 14.03% |
Khanthaly Dacanay Chi Co. Wealth RIA | 2,479 | $547,821.41 | $950,882.45 | $403,061.04 | 73.58% |
Mary Casey O'Dell Dixon Lanham O'Dell & Company Inc. | 126,778 | $38.55M | $48.63M | $10.08M | 26.14% |
Scott Williams Investmark Advisory Group LLC | 992 | $263,092.43 | $372,565.44 | $109,473.01 | 41.61% |
Michael Topley Lansing Street Advisors | 28,950 | $6.44M | $10.99M | $4.55M | 70.74% |
Mark Fiskio Empirical Asset Management LLC | 1,887 | $632,863.11 | $720,418.86 | $87,555.75 | 13.83% |
Timothy Gerlach Novem Group | 9,997 | $2.89M | $3.68M | $788,062.08 | 27.24% |
Timothy Low Forte Asset Management LLC | 1,080 | $220,428 | $410,302.8 | $189,874.8 | 86.14% |
Christopher Warner WARNER FINANCIAL Inc. | 3,387 | $828,081.25 | $1.28M | $450,917.69 | 54.45% |
Jim Clark Worth Asset Management LLC | 5,261 | $1.71M | $1.99M | $277,844.71 | 16.26% |
| MSN Melissa S. Nehrt Powers Advisory Group LLC | 4,021 | $1.49M | $1.53M | $39,425.86 | 2.65% |
Daniel Ronan Catalyst Financial Partners LLC | 13,933 | $4.03M | $5.13M | $1.1M | 27.36% |
Amanda Hawley Atria Wealth Solutions Inc. | 124,227 | $25.52M | $45.74M | $20.22M | 79.25% |
Lincoln Bach Delap Wealth Advisory LLC | 37,380 | $10.41M | $14.29M | $3.88M | 37.29% |
Ryan Cahill Cahill Wealth Management LLC | 36,384 | $8.29M | $13.75M | $5.46M | 65.86% |
Eric Dahm Range Financial Group LLC | 1,923 | $637,219.47 | $730,066.95 | $92,847.48 | 14.57% |