| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jaimie Palmer Beacon Capital Management LLC | 4,555 | $514,307.74 | $571,333.65 | $57,025.91 | 11.09% |
Molly Crider Walker Asset Management LLC | 5,009 | $494,709.2 | $628,278.87 | $133,569.67 | 27% |
Daniel Lavoie Walter Public Investments Inc. | 3,000 | $300,690 | $369,570 | $68,880 | 22.91% |
| FFG Fiduciary Financial Group LLC Fiduciary Financial Group LLC | 3,427 | $376,370.79 | $429,848.61 | $53,477.82 | 14.21% |
Christopher M. Marks Sterling Investment Counsel LLC | 2,376 | $278,490.96 | $298,021.68 | $19,530.72 | 7.01% |
Timothy Gerlach Novem Group | 3,005 | $328,909.05 | $376,917.15 | $48,008.1 | 14.6% |
| MSN Melissa S. Nehrt Powers Advisory Group LLC | 7,308 | $776,456.85 | $916,642.44 | $140,185.59 | 18.05% |
Daniel Ronan Catalyst Financial Partners LLC | 7,920 | $927,637.27 | $993,405.6 | $65,768.33 | 7.09% |
Amanda Hawley Atria Wealth Solutions Inc. | 35,979 | $3.52M | $4.51M | $993,314.62 | 28.22% |
Craig Johnsen Fortitude Advisory Group LLC | 1,817 | $222,025.58 | $227,906.31 | $5,880.73 | 2.65% |
Jeffrey Gilbert Balboa Wealth Partners | 11,590 | $1.35M | $1.45M | $101,115.91 | 7.51% |
Edward Lowndes Angeles Wealth Management LLC | 7,617 | $882,912.27 | $955,400.31 | $72,488.04 | 8.21% |
Kevin Zemann WealthPlan Investment Management LLC | 5,581 | $557,269.89 | $700,024.83 | $142,754.94 | 25.62% |
| TL Tradewinds LLC Tradewinds LLC | 1,046 | $131,893.96 | $129,620.32 | -$2,273.64 | -1.72% |
Leonid Berline ARMSTRONG ADVISORY GROUP Inc. | 6,261 | $644,562.16 | $785,317.23 | $140,755.07 | 21.84% |
Nolan Baker Retirement Guys Formula LLC | 11,905 | $1.28M | $1.49M | $212,299.62 | 16.57% |
| DAL Drake & Associates LLC Drake & Associates LLC | 5,907 | $704,587.25 | $737,577.55 | $32,990.3 | 4.68% |
Nadine Hofstetter Northwest Bank & Trust Co. | 207 | $18,575.79 | $25,964.01 | $7,388.22 | 39.77% |
John Ritter Ritter Daniher Financial Advisory LLC / DE | 3,092 | $335,642.28 | $387,829.56 | $52,187.28 | 15.55% |
| BFG Bleakley Financial Group LLC Bleakley Financial Group LLC | 32,329 | $3.44M | $3.98M | $544,288.31 | 15.83% |