| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
David K. Balsdon Harvest Portfolios Group Inc. | 1,511 | $358,840.01 | $311,009.13 | -$47,830.88 | -13.33% |
Mark Astrinos Libra Wealth LLC | 2,812 | $449,982.9 | $575,757 | $125,774.1 | 27.95% |
| FFG Fiduciary Financial Group LLC Fiduciary Financial Group LLC | 2,136 | $404,751.29 | $454,989.34 | $50,238.05 | 12.41% |
Christopher M. Marks Sterling Investment Counsel LLC | 1,493 | $442,241.51 | $305,706.68 | -$136,534.83 | -30.87% |
Mary Casey O'Dell Dixon Lanham O'Dell & Company Inc. | 1,155 | $166,133.76 | $236,486.25 | $70,352.49 | 42.35% |
| MT Michael Topley Lansing Street Advisors | 2,061 | $424,150.17 | $422,010.36 | -$2,139.81 | -0.5% |
Mark Fiskio Empirical Asset Management LLC | 1,570 | $443,609.4 | $321,473.2 | -$122,136.2 | -27.53% |
| TG Timothy Gerlach Novem Group | 7,527 | $1.71M | $1.54M | -$173,009.04 | -10.09% |
Christopher Warner WARNER FINANCIAL Inc. | 7,716 | $1.13M | $1.58M | $445,668.42 | 39.29% |
Jim Clark Worth Asset Management LLC | 2,002 | $588,977.4 | $409,929.52 | -$179,047.88 | -30.4% |
Daniel Ronan Catalyst Financial Partners LLC | 6,094 | $1.13M | $1.25M | $123,146.43 | 10.89% |
Amanda Hawley Atria Wealth Solutions Inc. | 41,815 | $6.15M | $8.73M | $2.58M | 41.91% |
| ED Eric Dahm Range Financial Group LLC | 7,055 | $1.36M | $1.53M | $168,704.16 | 12.38% |
Craig Johnsen Fortitude Advisory Group LLC | 3,971 | $642,890.89 | $817,350.93 | $174,460.04 | 27.14% |
Jeffrey Gilbert Balboa Wealth Partners | 2,370 | $674,579.08 | $487,817.1 | -$186,761.98 | -27.69% |
| GMC Gary M. Coon Finer Wealth Management Inc. | 1,004 | $222,391.88 | $205,579.04 | -$16,812.84 | -7.56% |
| SM Sean Murray Quantum Financial Advisors LLC | 2,174 | $417,103.21 | $447,474.42 | $30,371.21 | 7.28% |
| EL Edward Lowndes Angeles Wealth Management LLC | 5,115 | $1.01M | $1.05M | $47,617.97 | 4.74% |
Angela Cox W Advisors LLC | 1,964 | $291,349.09 | $404,250.12 | $112,901.03 | 38.75% |
Kevin Zemann WealthPlan Investment Management LLC | 20,733 | $3.81M | $4.27M | $458,614.72 | 12.04% |