| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Leanne Menzel Smallwood Wealth Investment Management LLC | 4,255 | $529,092.82 | $837,511.65 | $308,418.83 | 58.29% |
Allison Brooke Blake WorthPointe LLC | 7,769 | $1.11M | $1.53M | $414,878.27 | 37.23% |
Jaimie Palmer Beacon Capital Management LLC | 8,215 | $1.19M | $1.62M | $427,576.22 | 35.95% |
Randy T. Siegel Aletheian Wealth Advisors LLC | 2,138 | $363,349.56 | $420,822.54 | $57,472.98 | 15.82% |
| CS Catherine Salsman Paragon Private Wealth Management LLC | 7,534 | $1.25M | $1.48M | $235,298.91 | 18.86% |
Bryan Kupchik Capstone Wealth Management Group LLC | 5,194 | $860,375.4 | $1.02M | $161,959.62 | 18.82% |
Molly Crider Walker Asset Management LLC | 10,757 | $1.58M | $2.12M | $540,523.39 | 34.28% |
Brian Levy West Wealth Group LLC | 2,429 | $380,722.55 | $457,866.5 | $77,143.95 | 20.26% |
David K. Balsdon Harvest Portfolios Group Inc. | 12,303 | $2.12M | $2.42M | $302,946.49 | 14.32% |
| CMD Chris M. Denholm Objective Capital Management LLC | 1,461 | $302,280.89 | $287,568.63 | -$14,712.26 | -4.87% |
| FFG Fiduciary Financial Group LLC Fiduciary Financial Group LLC | 4,787 | $738,362.62 | $942,225.21 | $203,862.59 | 27.61% |
Christopher M. Marks Sterling Investment Counsel LLC | 2,046 | $311,830.86 | $402,714.18 | $90,883.32 | 29.15% |
Mary Casey O'Dell Dixon Lanham O'Dell & Company Inc. | 3,816 | $556,287.54 | $751,103.28 | $194,815.74 | 35.02% |
Scott Williams Investmark Advisory Group LLC | 24,867 | $3.13M | $4.64M | $1.51M | 48.09% |
Mark Fiskio Empirical Asset Management LLC | 11,765 | $1.83M | $2.19M | $369,063.77 | 20.21% |
Timothy Gerlach Novem Group | 2,305 | $361,876.39 | $453,693.15 | $91,816.76 | 25.37% |
Jim Clark Worth Asset Management LLC | 1,664 | $344,281.58 | $327,525.12 | -$16,756.46 | -4.87% |
| MSN Melissa S. Nehrt Powers Advisory Group LLC | 5,510 | $685,586.57 | $1.08M | $398,946.73 | 58.19% |
Daniel Ronan Catalyst Financial Partners LLC | 13,492 | $2.33M | $2.66M | $328,565.22 | 14.12% |
Amanda Hawley Atria Wealth Solutions Inc. | 74,867 | $11.37M | $14.74M | $3.37M | 29.66% |