| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Mark Fiskio Empirical Asset Management LLC | 5,657 | $531,678.45 | $876,721.86 | $345,043.41 | 64.9% |
Christopher Warner WARNER FINANCIAL Inc. | 3,023 | $369,611.35 | $468,504.54 | $98,893.19 | 26.76% |
Jim Clark Worth Asset Management LLC | 13,431 | $2M | $2.08M | $82,655.83 | 4.14% |
Amanda Hawley Atria Wealth Solutions Inc. | 6,133 | $561,112.13 | $946,628.55 | $385,516.42 | 68.71% |
Matthew Heller Willner & Heller LLC | 1,284 | $203,193 | $199,154.82 | -$4,038.18 | -1.99% |
| DWC David W. Chenet Presidio Capital Management LLC | 1,812 | $223,261.64 | $279,428.52 | $56,166.88 | 25.16% |
Brad Saenz Coastwise Capital Group LLC | 3,090 | $271,273.7 | $482,719.8 | $211,446.1 | 77.95% |
| TP Tricia Peterson Mesirow Institutional Investment Management Inc. | 5,465 | $437,295.4 | $841,937.9 | $404,642.5 | 92.53% |
| LWM Lodestone Wealth Management LLC Lodestone Wealth Management LLC | 160 | $19,532 | $24,635.2 | $5,103.2 | 26.13% |
Lukas Lindgren Abound Wealth Management | 57 | $6,973 | $8,875.49 | $1,902.49 | 27.28% |
| DP Drew Phillips Fortitude Family Office LLC | 1,400 | $125,188 | $215,929 | $90,741 | 72.48% |
| VL Victoria Latham Fiduciary Alliance LLC | 35,210 | $4.39M | $5.43M | $1.05M | 23.94% |
Loni Adams Daymark Wealth Partners LLC | 17,750 | $1.45M | $2.74M | $1.28M | 88.29% |
| MS Michael Snyder Beaumont Financial Advisors LLC | 4,098 | $380,431.98 | $632,055.03 | $251,623.05 | 66.14% |
Christopher Casanega Sharper & Granite LLC | 6,266 | $514,649.24 | $978,874.52 | $464,225.28 | 90.2% |
Jeffrey D. Munjack JDM Financial Group LLC | 80 | $9,754.4 | $12,338.8 | $2,584.4 | 26.49% |
| BG Becki Goebel TCP Asset Management LLC | 6,293 | $803,841 | $978,246.85 | $174,405.85 | 21.7% |
| VMJ Victor Melfa Jr. MELFA WEALTH MANAGEMENT Inc. | 6,655 | $552,818.55 | $1.03M | $473,615.37 | 85.67% |
| SO Sue Oleari Trifecta Capital Advisors LLC | 245 | $20,335 | $37,787.57 | $17,452.57 | 85.83% |
| SR Scott Register Register Financial Advisors LLC | 1,695 | $178,940.11 | $263,487.75 | $84,547.64 | 47.25% |