| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Daniel Lavoie Walter Public Investments Inc. | 1,000 | $275,940 | $351,930 | $75,990 | 27.54% |
Mark Astrinos Libra Wealth LLC | 1,780 | $539,855.03 | $628,589.22 | $88,734.19 | 16.44% |
| FFG Fiduciary Financial Group LLC Fiduciary Financial Group LLC | 2,174 | $751,458.65 | $721,681.02 | -$29,777.63 | -3.96% |
Christopher M. Marks Sterling Investment Counsel LLC | 4,896 | $1.82M | $1.63M | -$190,184.98 | -10.48% |
Scott Williams Investmark Advisory Group LLC | 12,037 | $4.69M | $4.28M | -$412,010.91 | -8.78% |
Michael Topley Lansing Street Advisors | 2,920 | $906,803.84 | $969,323.17 | $62,519.33 | 6.89% |
Mark Fiskio Empirical Asset Management LLC | 11,293 | $4.46M | $4.02M | -$442,391.2 | -9.92% |
Timothy Gerlach Novem Group | 2,027 | $760,722.64 | $672,882.9 | -$87,839.74 | -11.55% |
Jim Clark Worth Asset Management LLC | 827 | $327,954.15 | $274,530.91 | -$53,423.24 | -16.29% |
| MSN Melissa S. Nehrt Powers Advisory Group LLC | 1,203 | $449,889.82 | $399,347.87 | -$50,541.95 | -11.23% |
Daniel Ronan Catalyst Financial Partners LLC | 4,720 | $1.57M | $1.57M | -$5,031.22 | -0.32% |
Amanda Hawley Atria Wealth Solutions Inc. | 24,021 | $7.18M | $7.97M | $791,488.28 | 11.02% |
Matthew Heller Willner & Heller LLC | 1,909 | $719,857.58 | $633,711.62 | -$86,145.96 | -11.97% |
Eric Dahm Range Financial Group LLC | 15,830 | $5.72M | $5.25M | -$469,388.5 | -8.2% |
Stephen Kenney Gray Private Wealth LLC | 838 | $317,448.62 | $278,182.47 | -$39,266.15 | -12.37% |
Craig Johnsen Fortitude Advisory Group LLC | 1,107 | $367,746.1 | $367,479.71 | -$266.39 | -0.07% |
Jeffrey Gilbert Balboa Wealth Partners | 3,311 | $990,376.03 | $1.18M | $186,982.46 | 18.88% |
Gary M. Coon Finer Wealth Management Inc. | 1,274 | $514,157.16 | $422,917.03 | -$91,240.13 | -17.75% |
Sean Murray Quantum Financial Advisors LLC | 2,258 | $689,062.32 | $749,565.66 | $60,503.34 | 8.78% |
Edward Lowndes Angeles Wealth Management LLC | 12,599 | $4.06M | $4.18M | $119,845.05 | 2.95% |