| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| CS Catherine Salsman Paragon Private Wealth Management LLC | 10,654 | $1.7M | $3.03M | $1.33M | 78.27% |
Adam Grossman Mayport LLC | 7,247 | $1.13M | $2.06M | $934,004.64 | 82.97% |
| BAW Boyce & Associates Wealth Consulting Inc. Boyce & Associates Wealth Consulting Inc. | 1,396 | $261,004.18 | $396,868.84 | $135,864.66 | 52.05% |
Bryan Kupchik Capstone Wealth Management Group LLC | 2,545 | $489,731.85 | $724,790.55 | $235,058.7 | 48% |
Molly Crider Walker Asset Management LLC | 2,499 | $398,677.43 | $711,990.09 | $313,312.66 | 78.59% |
David K. Balsdon Harvest Portfolios Group Inc. | 312,098 | $54.31M | $88.73M | $34.42M | 63.38% |
| CMD Chris M. Denholm Objective Capital Management LLC | 1,162 | $252,723.38 | $331,878.7 | $79,155.32 | 31.32% |
Mark Astrinos Libra Wealth LLC | 2,536 | $364,932.37 | $727,083.88 | $362,151.51 | 99.24% |
| FFG Fiduciary Financial Group LLC Fiduciary Financial Group LLC | 1,049 | $230,593.08 | $298,944.02 | $68,350.94 | 29.64% |
Christopher M. Marks Sterling Investment Counsel LLC | 9,241 | $2.07M | $2.65M | $574,910.06 | 27.74% |
Scott Williams Investmark Advisory Group LLC | 23,094 | $3.2M | $6.59M | $3.39M | 105.93% |
Mark Fiskio Empirical Asset Management LLC | 5,575 | $1.34M | $1.59M | $249,550.42 | 18.62% |
Timothy Gerlach Novem Group | 8,784 | $1.63M | $2.5M | $874,174.53 | 53.63% |
Jim Clark Worth Asset Management LLC | 3,501 | $840,236.83 | $992,463.52 | $152,226.69 | 18.12% |
| MSN Melissa S. Nehrt Powers Advisory Group LLC | 1,236 | $287,527.93 | $351,382.44 | $63,854.51 | 22.21% |
Daniel Ronan Catalyst Financial Partners LLC | 15,393 | $2.7M | $4.39M | $1.68M | 62.31% |
Amanda Hawley Atria Wealth Solutions Inc. | 55,034 | $8.57M | $15.6M | $7.03M | 82.08% |
Lincoln Bach Delap Wealth Advisory LLC | 893 | $224,715 | $253,826.32 | $29,111.32 | 12.95% |
| LV Leah Vaden Redwood Financial Network Corp. | 1,447 | $241,363.52 | $414,522.09 | $173,158.57 | 71.74% |
Matthew Heller Willner & Heller LLC | 5,852 | $837,036.17 | $1.67M | $832,744.25 | 99.49% |