| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Allison Brooke Blake WorthPointe LLC | 629 | $365,392.37 | $299,498.34 | -$65,894.03 | -18.03% |
Jaimie Palmer Beacon Capital Management LLC | 3,664 | $380,750.02 | $1.74M | $1.36M | 358.2% |
Randy T. Siegel Aletheian Wealth Advisors LLC | 1,316 | $240,996.68 | $626,613.39 | $385,616.71 | 160.01% |
| CS Catherine Salsman Paragon Private Wealth Management LLC | 2,964 | $629,938.88 | $1.41M | $781,369.69 | 124.04% |
Adam Grossman Mayport LLC | 570 | $331,118.68 | $275,583.61 | -$55,535.07 | -16.77% |
Molly Crider Walker Asset Management LLC | 1,340 | $216,798.6 | $638,040.99 | $421,242.39 | 194.3% |
Brian Levy West Wealth Group LLC | 4,527 | $940,594.08 | $2.23M | $1.29M | 137.12% |
David K. Balsdon Harvest Portfolios Group Inc. | 586,163 | $89.48M | $279.1M | $189.62M | 211.91% |
| FFG Fiduciary Financial Group LLC Fiduciary Financial Group LLC | 4,163 | $601,362.84 | $1.98M | $1.38M | 229.62% |
Christopher M. Marks Sterling Investment Counsel LLC | 710 | $412,446.08 | $338,066.49 | -$74,379.59 | -18.03% |
Scott Williams Investmark Advisory Group LLC | 1,021 | $207,702.03 | $493,633.09 | $285,931.06 | 137.66% |
Michael Topley Lansing Street Advisors | 5,334 | $728,524.71 | $2.54M | $1.81M | 248.62% |
Mark Fiskio Empirical Asset Management LLC | 4,493 | $700,815.52 | $2.17M | $1.47M | 209.96% |
Timothy Gerlach Novem Group | 970 | $164,098.9 | $461,865.49 | $297,766.59 | 181.46% |
Jim Clark Worth Asset Management LLC | 5,276 | $3.06M | $2.51M | -$552,713.65 | -18.03% |
Daniel Ronan Catalyst Financial Partners LLC | 10,189 | $1.67M | $4.85M | $3.18M | 190.31% |
Amanda Hawley Atria Wealth Solutions Inc. | 46,887 | $5.52M | $22.33M | $16.81M | 304.73% |
| MS Mark Sheppard M & L Capital Management Ltd. | 1,700 | $987,547 | $809,454.98 | -$178,092.02 | -18.03% |
| LV Leah Vaden Redwood Financial Network Corp. | 1,791 | $277,035.21 | $865,912.7 | $588,877.49 | 212.56% |
Matthew Heller Willner & Heller LLC | 8,327 | $1.18M | $3.96M | $2.79M | 236.58% |