| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Randy T. Siegel Aletheian Wealth Advisors LLC | 821 | $309,581.55 | $416,797.08 | $107,215.53 | 34.63% |
| CS Catherine Salsman Paragon Private Wealth Management LLC | 6,801 | $1.33M | $3.45M | $2.13M | 160.16% |
Adam Grossman Mayport LLC | 728 | $248,823.12 | $392,610.39 | $143,787.27 | 57.79% |
Bryan Kupchik Capstone Wealth Management Group LLC | 2,214 | $825,340.86 | $1.12M | $298,640.54 | 36.18% |
Molly Crider Walker Asset Management LLC | 2,022 | $330,603.61 | $1.03M | $695,905.15 | 210.5% |
Brian Levy West Wealth Group LLC | 1,490 | $277,285.46 | $796,017.59 | $518,732.13 | 187.08% |
David K. Balsdon Harvest Portfolios Group Inc. | 76,953 | $12.71M | $39.07M | $26.35M | 207.3% |
Mark Astrinos Libra Wealth LLC | 1,630 | $252,954 | $870,811.18 | $617,857.18 | 244.26% |
| FFG Fiduciary Financial Group LLC Fiduciary Financial Group LLC | 799 | $315,405 | $405,628.34 | $90,223.34 | 28.61% |
Christopher M. Marks Sterling Investment Counsel LLC | 1,880 | $293,293.65 | $954,419.62 | $661,125.97 | 225.41% |
Michael Topley Lansing Street Advisors | 348 | $251,604 | $176,669.16 | -$74,934.84 | -29.78% |
Mark Fiskio Empirical Asset Management LLC | 3,285 | $1.61M | $1.77M | $160,109.1 | 9.94% |
Timothy Gerlach Novem Group | 4,944 | $1.28M | $2.51M | $1.23M | 96.09% |
Christopher Warner WARNER FINANCIAL Inc. | 702 | $240,699 | $356,384.35 | $115,685.35 | 48.06% |
Jim Clark Worth Asset Management LLC | 1,642 | $421,977.58 | $833,594.16 | $411,616.58 | 97.54% |
Daniel Ronan Catalyst Financial Partners LLC | 7,631 | $1.33M | $3.87M | $2.55M | 192% |
Amanda Hawley Atria Wealth Solutions Inc. | 25,615 | $3.03M | $13M | $9.97M | 328.89% |
| LV Leah Vaden Redwood Financial Network Corp. | 2,863 | $1.42M | $1.54M | $128,557.74 | 9.08% |
Matthew Heller Willner & Heller LLC | 4,593 | $610,359.58 | $2.33M | $1.72M | 282.03% |
Eric Dahm Range Financial Group LLC | 1,831 | $297,918.01 | $929,543.79 | $631,625.78 | 212.01% |