| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Molly Crider Walker Asset Management LLC | 10,436 | $391,964.99 | $1.41M | $1.02M | 259.42% |
Mark Astrinos Libra Wealth LLC | 784 | $200,257 | $105,832.16 | -$94,424.84 | -47.15% |
| FFG Fiduciary Financial Group LLC Fiduciary Financial Group LLC | 2,649 | $225,182.86 | $354,595.14 | $129,412.28 | 57.47% |
Christopher M. Marks Sterling Investment Counsel LLC | 5,795 | $219,308.77 | $779,137.75 | $559,828.98 | 255.27% |
Timothy Gerlach Novem Group | 6,748 | $320,425.12 | $902,207.6 | $581,782.48 | 181.57% |
| MSN Melissa S. Nehrt Powers Advisory Group LLC | 4,905 | $152,772.37 | $660,777.07 | $508,004.7 | 332.52% |
Daniel Ronan Catalyst Financial Partners LLC | 8,681 | $468,485.02 | $1.16M | $694,508.55 | 148.25% |
Amanda Hawley Atria Wealth Solutions Inc. | 7,853 | $290,092.56 | $1.09M | $796,448.52 | 274.55% |
Craig Johnsen Fortitude Advisory Group LLC | 4,643 | $337,468.91 | $642,730.44 | $305,261.53 | 90.46% |
Jeffrey Gilbert Balboa Wealth Partners | 10,930 | $687,916.63 | $1.46M | $774,626.67 | 112.6% |
Sean Murray Quantum Financial Advisors LLC | 2,436 | $219,268.43 | $326,935.56 | $107,667.13 | 49.1% |
Edward Lowndes Angeles Wealth Management LLC | 6,720 | $747,599.94 | $897,724.8 | $150,124.86 | 20.08% |
James M. Perkins Quantum Private Wealth LLC | 8,280 | $316,331.57 | $1.13M | $809,624.23 | 255.94% |
Kevin Zemann WealthPlan Investment Management LLC | 1,432 | $339,443.22 | $198,231.75 | -$141,211.47 | -41.6% |
| WIM Warwick Investment Management Inc. Warwick Investment Management Inc. | 1,549 | $210,617.53 | $209,409.31 | -$1,208.22 | -0.57% |
Benjamin Cauley Carr Financial Group Corp. | 785 | $200,443 | $106,367.5 | -$94,075.5 | -46.93% |
Michael Stulic Astoria Portfolio Advisors LLC | 1,389 | $200,927.79 | $186,000.99 | -$14,926.8 | -7.43% |
Joseph Wallace Wallace Advisory Group LLC | 1,533 | $61,755.43 | $205,063.89 | $143,308.46 | 232.06% |
Leonid Berline ARMSTRONG ADVISORY GROUP Inc. | 658 | $39,465.05 | $88,955.02 | $49,489.97 | 125.4% |
| TD Teresa Douberly Ridgeline Wealth LLC | 1,370 | $344,595.01 | $184,559.55 | -$160,035.46 | -46.44% |