| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| CS Catherine Salsman Paragon Private Wealth Management LLC | 3,117 | $322,875.01 | $403,215.12 | $80,340.11 | 24.88% |
| DW Darren Woolson Asset Allocation Strategies LLC | 3,908 | $217,693.31 | $505,538.88 | $287,845.57 | 132.23% |
| MC Molly Crider Walker Asset Management LLC | 2,472 | $253,242.67 | $319,777.92 | $66,535.25 | 26.27% |
David K. Balsdon Harvest Portfolios Group Inc. | 52,180 | $2.46M | $6.75M | $4.29M | 174.37% |
| BPN Brent P. Nicks Strategic Planning Inc. | 2,265 | $230,325.95 | $293,000.4 | $62,674.45 | 27.21% |
Christopher M. Marks Sterling Investment Counsel LLC | 13,619 | $1.34M | $1.76M | $421,940.72 | 31.49% |
| SW Scott Williams Investmark Advisory Group LLC | 2,388 | $242,737.58 | $308,911.68 | $66,174.1 | 27.26% |
| MT Michael Topley Lansing Street Advisors | 4,040 | $274,177.41 | $522,614.4 | $248,436.99 | 90.61% |
Mark Fiskio Empirical Asset Management LLC | 2,005 | $205,527.77 | $259,366.8 | $53,839.03 | 26.2% |
Jim Clark Worth Asset Management LLC | 4,990 | $528,567.64 | $645,506.4 | $116,938.76 | 22.12% |
Daniel Ronan Catalyst Financial Partners LLC | 7,120 | $484,583.49 | $921,043.2 | $436,459.71 | 90.07% |
Amanda Hawley Atria Wealth Solutions Inc. | 38,562 | $2.04M | $4.99M | $2.94M | 144.12% |
Jeffrey Gilbert Balboa Wealth Partners | 3,702 | $320,096.19 | $478,890.72 | $158,794.53 | 49.61% |
| SM Sean Murray Quantum Financial Advisors LLC | 2,299 | $233,539.83 | $297,398.64 | $63,858.81 | 27.34% |
| EL Edward Lowndes Angeles Wealth Management LLC | 6,681 | $555,735.61 | $864,254.16 | $308,518.55 | 55.52% |
Angela Cox W Advisors LLC | 2,079 | $179,902.29 | $268,939.44 | $89,037.15 | 49.49% |
Kevin Zemann WealthPlan Investment Management LLC | 2,689 | $238,306.18 | $347,849.04 | $109,542.86 | 45.97% |
| VC Vito Collacuro Sutton Place Investors LLC | 1,996 | $232,883.72 | $258,202.56 | $25,318.84 | 10.87% |
| WIM Warwick Investment Management Inc. Warwick Investment Management Inc. | 1,967 | $199,650.5 | $254,451.12 | $54,800.62 | 27.45% |
| MS Michael Stulic Astoria Portfolio Advisors LLC | 1,757 | $199,261.37 | $227,285.52 | $28,024.15 | 14.06% |