| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Christopher M. Marks Sterling Investment Counsel LLC | 3,941 | $574,986.74 | $635,170.97 | $60,184.23 | 10.47% |
Scott Williams Investmark Advisory Group LLC | 14,548 | $1.39M | $2.34M | $946,849.04 | 67.95% |
Michael Topley Lansing Street Advisors | 1,633 | $209,889.76 | $262,847.7 | $52,957.94 | 25.23% |
Timothy Gerlach Novem Group | 99,238 | $14.7M | $15.9M | $1.2M | 8.16% |
Christopher Warner WARNER FINANCIAL Inc. | 23,252 | $2.62M | $3.74M | $1.12M | 42.57% |
Amanda Hawley Atria Wealth Solutions Inc. | 127,847 | $14.32M | $20.45M | $6.13M | 42.84% |
Lincoln Bach Delap Wealth Advisory LLC | 4,969 | $701,026.05 | $793,201.47 | $92,175.42 | 13.15% |
Matthew Heller Willner & Heller LLC | 3,388 | $375,470.79 | $545,739.04 | $170,268.25 | 45.35% |
Stephen Kenney Gray Private Wealth LLC | 2,172 | $262,958.89 | $346,998.5 | $84,039.61 | 31.96% |
Craig Johnsen Fortitude Advisory Group LLC | 4,016 | $457,284.27 | $642,439.52 | $185,155.25 | 40.49% |
Jeffrey Gilbert Balboa Wealth Partners | 11,240 | $1.36M | $1.8M | $442,062.29 | 32.58% |
Edward Lowndes Angeles Wealth Management LLC | 122,945 | $17.43M | $19.7M | $2.27M | 13.04% |
Angela Cox W Advisors LLC | 13,764 | $1.6M | $2.22M | $619,227.67 | 38.74% |
Kevin Zemann WealthPlan Investment Management LLC | 1,690 | $217,140.49 | $270,349.3 | $53,208.81 | 24.5% |
Benjamin Cauley Carr Financial Group Corp. | 15,323 | $1.75M | $2.47M | $718,755.8 | 41.05% |
Michael Stulic Astoria Portfolio Advisors LLC | 3,205 | $368,257.03 | $513,921.75 | $145,664.72 | 39.56% |
| TL Tradewinds LLC Tradewinds LLC | 317 | $50,095.51 | $51,005.3 | $909.79 | 1.82% |
Leonid Berline ARMSTRONG ADVISORY GROUP Inc. | 33,220 | $3.83M | $5.31M | $1.48M | 38.53% |
Brad Saenz Coastwise Capital Group LLC | 10,144 | $1.18M | $1.63M | $454,923.32 | 38.56% |
| RV Ryan Vliek PPS&V ASSET MANAGEMENT CONSULTANTS Inc. | 77,566 | $8.6M | $12.42M | $3.82M | 44.41% |