| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| CMD Chris M. Denholm Objective Capital Management LLC | 5,118 | $1.24M | $1.88M | $642,715.94 | 51.76% |
| BPN Brent P. Nicks Strategic Planning Inc. | 1,360 | $455,992.69 | $500,765.59 | $44,772.9 | 9.82% |
Mark Astrinos Libra Wealth LLC | 220,794 | $47.13M | $83.82M | $36.7M | 77.86% |
| FFG Fiduciary Financial Group LLC Fiduciary Financial Group LLC | 37,586 | $11.1M | $13.84M | $2.73M | 24.63% |
Christopher M. Marks Sterling Investment Counsel LLC | 833 | $277,343.26 | $306,718.92 | $29,375.66 | 10.59% |
Khanthaly Dacanay Chi Co. Wealth RIA | 2,479 | $547,821.41 | $946,556.57 | $398,735.16 | 72.79% |
Mary Casey O'Dell Dixon Lanham O'Dell & Company Inc. | 126,778 | $38.55M | $46.68M | $8.13M | 21.08% |
Scott Williams Investmark Advisory Group LLC | 992 | $263,092.43 | $378,725.76 | $115,633.33 | 43.95% |
Michael Topley Lansing Street Advisors | 28,950 | $6.44M | $10.66M | $4.22M | 65.65% |
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 | $397,666.79 | $177,238.79 | 80.41% |
Christopher Warner WARNER FINANCIAL Inc. | 3,387 | $828,081.25 | $1.25M | $419,045.99 | 50.6% |
Jim Clark Worth Asset Management LLC | 5,261 | $1.71M | $1.94M | $228,338.65 | 13.36% |
| MSN Melissa S. Nehrt Powers Advisory Group LLC | 4,021 | $1.49M | $1.48M | -$7,358.51 | -0.49% |
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 | $13.76M | $3.35M | 32.19% |
Ryan Cahill Cahill Wealth Management LLC | 36,384 | $8.29M | $13.4M | $5.11M | 61.66% |
Eric Dahm Range Financial Group LLC | 1,923 | $637,219.47 | $708,067.81 | $70,848.34 | 11.12% |