| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Bryan Kupchik Capstone Wealth Management Group LLC | 2,214 | $825,340.86 | $948,012.66 | $122,671.8 | 14.86% |
Molly Crider Walker Asset Management LLC | 2,024 | $331,626.37 | $903,979.12 | $572,352.75 | 172.59% |
Brian Levy West Wealth Group LLC | 1,528 | $296,717.9 | $682,450.64 | $385,732.74 | 130% |
David K. Balsdon Harvest Portfolios Group Inc. | 70,301 | $11.64M | $31.4M | $19.76M | 169.86% |
Mark Astrinos Libra Wealth LLC | 1,630 | $252,954 | $700,900 | $447,946 | 177.09% |
| FFG Fiduciary Financial Group LLC Fiduciary Financial Group LLC | 809 | $320,518.79 | $361,323.67 | $40,804.88 | 12.73% |
Christopher M. Marks Sterling Investment Counsel LLC | 1,880 | $293,293.65 | $839,664.4 | $546,370.75 | 186.29% |
Michael Topley Lansing Street Advisors | 348 | $251,604 | $155,427.24 | -$96,176.76 | -38.23% |
Mark Fiskio Empirical Asset Management LLC | 3,285 | $1.61M | $1.47M | -$144,311.82 | -8.96% |
Timothy Gerlach Novem Group | 4,944 | $1.28M | $2.21M | $928,185.58 | 72.52% |
Christopher Warner WARNER FINANCIAL Inc. | 702 | $240,699 | $313,534.26 | $72,835.26 | 30.26% |
Jim Clark Worth Asset Management LLC | 1,368 | $351,562.32 | $610,989.84 | $259,427.52 | 73.79% |
Daniel Ronan Catalyst Financial Partners LLC | 7,631 | $1.33M | $3.41M | $2.08M | 156.89% |
Amanda Hawley Atria Wealth Solutions Inc. | 25,615 | $3.03M | $11.01M | $7.98M | 263.28% |
| LV Leah Vaden Redwood Financial Network Corp. | 2,863 | $1.42M | $1.28M | -$136,756.44 | -9.66% |
Matthew Heller Willner & Heller LLC | 4,593 | $610,359.58 | $2.13M | $1.52M | 249.34% |
Eric Dahm Range Financial Group LLC | 1,831 | $297,918.01 | $817,779.53 | $519,861.52 | 174.5% |
Craig Johnsen Fortitude Advisory Group LLC | 2,253 | $402,659.85 | $968,812.55 | $566,152.7 | 140.6% |
Jeffrey Gilbert Balboa Wealth Partners | 2,279 | $545,904.89 | $1.02M | $471,964.88 | 86.46% |
Gary M. Coon Finer Wealth Management Inc. | 321 | $232,083 | $136,754.02 | -$95,328.98 | -41.08% |