| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Molly Crider Walker Asset Management LLC | 9,538 | $327,915.92 | $590,879.1 | $262,963.18 | 80.19% |
Brian Levy West Wealth Group LLC | 9,910 | $413,115.4 | $626,807.5 | $213,692.1 | 51.73% |
David K. Balsdon Harvest Portfolios Group Inc. | 132,148 | $4.43M | $8.19M | $3.75M | 84.68% |
| FFG Fiduciary Financial Group LLC Fiduciary Financial Group LLC | 15,858 | $675,832.84 | $982,403.1 | $306,570.26 | 45.36% |
Christopher M. Marks Sterling Investment Counsel LLC | 7,610 | $286,926.56 | $471,439.5 | $184,512.94 | 64.31% |
Scott Williams Investmark Advisory Group LLC | 3,858 | $219,828.84 | $243,671.28 | $23,842.44 | 10.85% |
Michael Topley Lansing Street Advisors | 25,567 | $1.06M | $1.58M | $521,018.33 | 49.02% |
Mark Fiskio Empirical Asset Management LLC | 20,396 | $1.05M | $1.29M | $233,642.02 | 22.16% |
Timothy Gerlach Novem Group | 6,731 | $295,140.07 | $416,985.45 | $121,845.38 | 41.28% |
Jim Clark Worth Asset Management LLC | 3,673 | $209,287.54 | $227,542.35 | $18,254.81 | 8.72% |
| MSN Melissa S. Nehrt Powers Advisory Group LLC | 10,100 | $372,601.95 | $625,695 | $253,093.05 | 67.93% |
Daniel Ronan Catalyst Financial Partners LLC | 47,847 | $1.91M | $2.96M | $1.05M | 55.08% |
Amanda Hawley Atria Wealth Solutions Inc. | 100,666 | $3.17M | $6.24M | $3.07M | 96.7% |
Matthew Heller Willner & Heller LLC | 6,045 | $234,991.17 | $374,487.75 | $139,496.58 | 59.36% |
Eric Dahm Range Financial Group LLC | 9,125 | $404,631.66 | $565,293.75 | $160,662.09 | 39.71% |
Stephen Kenney Gray Private Wealth LLC | 4,230 | $206,212.75 | $262,048.5 | $55,835.75 | 27.08% |
Craig Johnsen Fortitude Advisory Group LLC | 14,379 | $562,874.44 | $890,779.05 | $327,904.61 | 58.26% |
Jeffrey Gilbert Balboa Wealth Partners | 7,952 | $411,666.33 | $502,248.32 | $90,581.99 | 22% |
Gary M. Coon Finer Wealth Management Inc. | 15,681 | $456,229.44 | $971,437.95 | $515,208.51 | 112.93% |
Sean Murray Quantum Financial Advisors LLC | 12,950 | $528,980.45 | $802,252.5 | $273,272.05 | 51.66% |