| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| BPN Brent P. Nicks Strategic Planning Inc. | 28,082 | $3.34M | $4.37M | $1.03M | 30.69% |
Christopher M. Marks Sterling Investment Counsel LLC | 4,312 | $507,668.47 | $670,257.28 | $162,588.81 | 32.03% |
Mary Casey O'Dell Dixon Lanham O'Dell & Company Inc. | 2,079 | $223,751.63 | $323,159.76 | $99,408.13 | 44.43% |
Scott Williams Investmark Advisory Group LLC | 5,126 | $359,036.02 | $783,996.12 | $424,960.1 | 118.36% |
Michael Topley Lansing Street Advisors | 4,317 | $481,817.49 | $671,034.48 | $189,216.99 | 39.27% |
Mark Fiskio Empirical Asset Management LLC | 12,263 | $1.38M | $1.88M | $492,911.41 | 35.65% |
Timothy Gerlach Novem Group | 15,898 | $1.76M | $2.47M | $707,718.54 | 40.13% |
Christopher Warner WARNER FINANCIAL Inc. | 3,705 | $274,210.98 | $575,905.2 | $301,694.22 | 110.02% |
Jim Clark Worth Asset Management LLC | 5,678 | $776,296.16 | $882,588.32 | $106,292.16 | 13.69% |
| MSN Melissa S. Nehrt Powers Advisory Group LLC | 9,479 | $684,228.66 | $1.47M | $789,187.1 | 115.34% |
Daniel Ronan Catalyst Financial Partners LLC | 36,609 | $4.46M | $5.69M | $1.23M | 27.45% |
Amanda Hawley Atria Wealth Solutions Inc. | 117,266 | $11.07M | $18.23M | $7.16M | 64.69% |
Lincoln Bach Delap Wealth Advisory LLC | 1,800 | $201,582 | $279,792 | $78,210 | 38.8% |
| LV Leah Vaden Redwood Financial Network Corp. | 6,124 | $561,790.55 | $936,635.24 | $374,844.69 | 66.72% |
Stephen Kenney Gray Private Wealth LLC | 2,482 | $339,302 | $385,802.08 | $46,500.08 | 13.7% |
Craig Johnsen Fortitude Advisory Group LLC | 3,242 | $390,256.4 | $503,936.48 | $113,680.08 | 29.13% |
Jeffrey Gilbert Balboa Wealth Partners | 10,375 | $1.08M | $1.59M | $505,920.36 | 46.81% |
Gary M. Coon Finer Wealth Management Inc. | 25,375 | $1.9M | $3.94M | $2.04M | 107.13% |
Sean Murray Quantum Financial Advisors LLC | 12,847 | $1.49M | $2M | $502,217.77 | 33.6% |
Edward Lowndes Angeles Wealth Management LLC | 31,610 | $3.65M | $4.91M | $1.26M | 34.58% |