| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jaimie Palmer Beacon Capital Management LLC | 2,193 | $395,842.07 | $550,311.42 | $154,469.35 | 39.02% |
Randy T. Siegel Aletheian Wealth Advisors LLC | 1,922 | $336,706.8 | $482,306.68 | $145,599.88 | 43.24% |
| SFL Safeguard Financial LLC Safeguard Financial LLC | 1,467 | $263,140.26 | $368,128.98 | $104,988.72 | 39.9% |
| CS Catherine Salsman Paragon Private Wealth Management LLC | 10,654 | $1.7M | $2.67M | $974,525.57 | 57.36% |
Adam Grossman Mayport LLC | 7,247 | $1.13M | $1.78M | $656,227.13 | 58.29% |
| BAW Boyce & Associates Wealth Consulting Inc. Boyce & Associates Wealth Consulting Inc. | 1,395 | $260,742.59 | $350,061.3 | $89,318.71 | 34.26% |
Bryan Kupchik Capstone Wealth Management Group LLC | 2,545 | $489,731.85 | $638,642.3 | $148,910.45 | 30.41% |
Molly Crider Walker Asset Management LLC | 2,483 | $394,491.99 | $623,084.02 | $228,592.03 | 57.95% |
Brian Levy West Wealth Group LLC | 2,120 | $355,735.49 | $516,856 | $161,120.51 | 45.29% |
David K. Balsdon Harvest Portfolios Group Inc. | 312,098 | $54.31M | $77.64M | $23.33M | 42.96% |
| CMD Chris M. Denholm Objective Capital Management LLC | 1,162 | $252,723.38 | $291,592.28 | $38,868.9 | 15.38% |
Mark Astrinos Libra Wealth LLC | 2,536 | $364,932.37 | $618,276.8 | $253,344.43 | 69.42% |
| FFG Fiduciary Financial Group LLC Fiduciary Financial Group LLC | 995 | $216,470.3 | $249,685.3 | $33,215 | 15.34% |
Christopher M. Marks Sterling Investment Counsel LLC | 9,241 | $2.07M | $2.32M | $246,577.33 | 11.9% |
Scott Williams Investmark Advisory Group LLC | 23,094 | $3.2M | $5.68M | $2.48M | 77.39% |
Mark Fiskio Empirical Asset Management LLC | 5,575 | $1.34M | $1.37M | $30,954.67 | 2.31% |
Timothy Gerlach Novem Group | 8,784 | $1.63M | $2.2M | $574,113.09 | 35.22% |
Jim Clark Worth Asset Management LLC | 1,863 | $406,035.81 | $467,501.22 | $61,465.41 | 15.14% |
| MSN Melissa S. Nehrt Powers Advisory Group LLC | 1,206 | $279,680.23 | $302,633.64 | $22,953.41 | 8.21% |
Daniel Ronan Catalyst Financial Partners LLC | 15,393 | $2.7M | $3.86M | $1.16M | 42.86% |