| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Randy T. Siegel Aletheian Wealth Advisors LLC | 692 | $265,752.09 | $511,564.46 | $245,812.37 | 92.5% |
Luther Hartwell Hodges Waycross Investment Management Co. | 250 | $266,225 | $187,244.99 | -$78,980.01 | -29.67% |
| CS Catherine Salsman Paragon Private Wealth Management LLC | 1,163 | $510,482.6 | $871,063.72 | $360,581.12 | 70.64% |
Adam Grossman Mayport LLC | 663 | $221,832.38 | $496,573.74 | $274,741.36 | 123.85% |
| DW Darren Woolson Asset Allocation Strategies LLC | 422 | $257,712.76 | $316,069.55 | $58,356.79 | 22.64% |
Bryan Kupchik Capstone Wealth Management Group LLC | 345 | $229,232.62 | $252,215.7 | $22,983.08 | 10.03% |
Molly Crider Walker Asset Management LLC | 466 | $224,665 | $349,024.68 | $124,359.68 | 55.35% |
Brian Levy West Wealth Group LLC | 1,097 | $534,618.26 | $821,631.04 | $287,012.78 | 53.69% |
David K. Balsdon Harvest Portfolios Group Inc. | 30,465 | $9.85M | $22.82M | $12.97M | 131.66% |
| CMD Chris M. Denholm Objective Capital Management LLC | 540 | $232,050.89 | $397,431.9 | $165,381.01 | 71.27% |
| MFA Millington Financial Advisors LLC Millington Financial Advisors LLC | 1,286 | $321,124.05 | $963,188.28 | $642,064.23 | 199.94% |
| BPN Brent P. Nicks Strategic Planning Inc. | 311 | $220,123 | $226,467.09 | $6,344.09 | 2.88% |
Mark Astrinos Libra Wealth LLC | 268 | $285,393 | $194,734.16 | -$90,658.84 | -31.77% |
| FFG Fiduciary Financial Group LLC Fiduciary Financial Group LLC | 1,261 | $569,063.41 | $944,463.75 | $375,400.34 | 65.97% |
Christopher M. Marks Sterling Investment Counsel LLC | 701 | $258,463.59 | $525,034.97 | $266,571.38 | 103.14% |
Khanthaly Dacanay Chi Co. Wealth RIA | 1,171 | $429,045.17 | $853,401.38 | $424,356.21 | 98.91% |
Mark Ledingham KEYSTONE INVESTORS PTE Ltd. | 6,659 | $7.09M | $4.85M | -$2.24M | -31.63% |
Mark Fiskio Empirical Asset Management LLC | 1,751 | $907,662.21 | $1.31M | $403,801.73 | 44.49% |
Timothy Gerlach Novem Group | 1,651 | $605,947.14 | $1.24M | $630,618.81 | 104.07% |
Jim Clark Worth Asset Management LLC | 999 | $632,227.91 | $748,231 | $116,003.09 | 18.35% |