| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| ABH Alexander B. Harcus Montz Harcus Wealth Management LLC | 211 | $247,895.46 | $208,951.19 | -$38,944.27 | -15.71% |
Jesse Rodrigue Fortune 45 LLC | 1,477 | $1.33M | $1.5M | $173,425.07 | 13.03% |
David T. Morgan High Net Worth Advisory Group LLC | 1,072 | $656,209.1 | $1.06M | $405,381.76 | 61.78% |
Dan Mohr Retireful LLC | 1,183 | $1.06M | $1.17M | $111,695.95 | 10.54% |
Jason Matthews Kfg Wealth Management LLC | 193 | $227,001 | $191,125.97 | -$35,875.03 | -15.8% |
Kristen Williams Athena Investment Management | 477 | $81,810.27 | $477,143.1 | $395,332.83 | 483.23% |
Leanne Menzel Smallwood Wealth Investment Management LLC | 179 | $62,385.62 | $177,261.91 | $114,876.29 | 184.14% |
Allison Brooke Blake WorthPointe LLC | 193 | $226,747.98 | $191,125.97 | -$35,622.01 | -15.71% |
Jaimie Palmer Beacon Capital Management LLC | 180 | $211,474.8 | $178,252.2 | -$33,222.6 | -15.71% |
Randy T. Siegel Aletheian Wealth Advisors LLC | 238 | $279,616.68 | $235,689.02 | -$43,927.66 | -15.71% |
| CS Catherine Salsman Paragon Private Wealth Management LLC | 650 | $511,252.51 | $643,688.49 | $132,435.98 | 25.9% |
Bryan Kupchik Capstone Wealth Management Group LLC | 190 | $223,223.4 | $188,155.1 | -$35,068.3 | -15.71% |
Molly Crider Walker Asset Management LLC | 1,045 | $269,924.8 | $1.03M | $764,928.23 | 283.39% |
Brian Levy West Wealth Group LLC | 490 | $270,107.17 | $490,147 | $220,039.83 | 81.46% |
David K. Balsdon Harvest Portfolios Group Inc. | 3,729 | $2.32M | $3.88M | $1.56M | 67.35% |
| BPN Brent P. Nicks Strategic Planning Inc. | 1,017 | $333,449.22 | $1.01M | $673,675.69 | 202.03% |
| FFG Fiduciary Financial Group LLC Fiduciary Financial Group LLC | 197 | $231,447 | $195,087.13 | -$36,359.87 | -15.71% |
Christopher M. Marks Sterling Investment Counsel LLC | 3,036 | $1.84M | $3.01M | $1.17M | 63.52% |
Michael Topley Lansing Street Advisors | 274 | $239,174.6 | $271,339.45 | $32,164.85 | 13.45% |
Mark Fiskio Empirical Asset Management LLC | 1,449 | $930,747.26 | $1.43M | $503,936.62 | 54.14% |