| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
David T. Morgan High Net Worth Advisory Group LLC | 22,972 | $1.03M | $1.24M | $212,007.71 | 20.63% |
Dan Mohr Retireful LLC | 5,666 | $314,293.02 | $293,158.84 | -$21,134.18 | -6.72% |
Katie Christensen iSAM Funds UKK) Ltd | 10,600 | $516,749.91 | $571,976 | $55,226.09 | 10.69% |
| HKI Hutchens & Kramer Investment Management Group LLC Hutchens & Kramer Investment Management Group LLC | 3,541 | $201,766.18 | $181,971.99 | -$19,794.19 | -9.81% |
Leanne Menzel Smallwood Wealth Investment Management LLC | 1,592 | $70,415.16 | $81,812.88 | $11,397.72 | 16.19% |
Jaimie Palmer Beacon Capital Management LLC | 7,660 | $318,530.5 | $413,333.6 | $94,803.1 | 29.76% |
Randy T. Siegel Aletheian Wealth Advisors LLC | 5,558 | $226,670.48 | $287,042.91 | $60,372.43 | 26.63% |
| CS Catherine Salsman Paragon Private Wealth Management LLC | 12,028 | $567,555.81 | $649,030.88 | $81,475.07 | 14.36% |
Molly Crider Walker Asset Management LLC | 9,568 | $329,548.82 | $491,699.52 | $162,150.7 | 49.2% |
Brian Levy West Wealth Group LLC | 33,296 | $1.69M | $1.8M | $110,636.78 | 6.56% |
David K. Balsdon Harvest Portfolios Group Inc. | 111,439 | $3.84M | $6.01M | $2.17M | 56.58% |
| FFG Fiduciary Financial Group LLC Fiduciary Financial Group LLC | 15,979 | $682,418.7 | $821,160.81 | $138,742.11 | 20.33% |
Christopher M. Marks Sterling Investment Counsel LLC | 7,610 | $286,926.56 | $410,635.6 | $123,709.04 | 43.12% |
Khanthaly Dacanay Chi Co. Wealth RIA | 3,646 | $207,749.08 | $187,604.93 | -$20,144.15 | -9.7% |
Scott Williams Investmark Advisory Group LLC | 3,858 | $219,828.84 | $198,262.62 | -$21,566.22 | -9.81% |
Michael Topley Lansing Street Advisors | 25,567 | $1.06M | $1.38M | $316,738 | 29.8% |
Mark Fiskio Empirical Asset Management LLC | 20,396 | $1.05M | $1.05M | -$6,418.9 | -0.61% |
Timothy Gerlach Novem Group | 6,731 | $295,140.07 | $345,906.09 | $50,766.02 | 17.2% |
Jim Clark Worth Asset Management LLC | 5,449 | $307,802.26 | $294,028.04 | -$13,774.22 | -4.48% |
| MSN Melissa S. Nehrt Powers Advisory Group LLC | 10,297 | $383,324.66 | $555,626.12 | $172,301.46 | 44.95% |