| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| SFL Safeguard Financial LLC Safeguard Financial LLC | 1,424 | $313,412.71 | $318,477.59 | $5,064.88 | 1.62% |
| CS Catherine Salsman Paragon Private Wealth Management LLC | 10,389 | $2.18M | $2.32M | $145,124.58 | 6.66% |
Molly Crider Walker Asset Management LLC | 1,245 | $241,981.72 | $278,444.24 | $36,462.52 | 15.07% |
Brian Levy West Wealth Group LLC | 1,949 | $519,908.1 | $453,610.26 | -$66,297.84 | -12.75% |
David K. Balsdon Harvest Portfolios Group Inc. | 1,666 | $402,427.57 | $393,142.68 | -$9,284.89 | -2.31% |
Mark Astrinos Libra Wealth LLC | 2,851 | $460,950.09 | $663,541.74 | $202,591.65 | 43.95% |
| FFG Fiduciary Financial Group LLC Fiduciary Financial Group LLC | 1,525 | $299,078.84 | $341,066.23 | $41,987.39 | 14.04% |
Christopher M. Marks Sterling Investment Counsel LLC | 1,408 | $417,063.66 | $314,899.19 | -$102,164.47 | -24.5% |
Mary Casey O'Dell Dixon Lanham O'Dell & Company Inc. | 1,155 | $166,133.76 | $258,315.74 | $92,181.98 | 55.49% |
Michael Topley Lansing Street Advisors | 2,173 | $455,645.69 | $485,991.43 | $30,345.74 | 6.66% |
Mark Fiskio Empirical Asset Management LLC | 2,282 | $643,830.91 | $539,259.42 | -$104,571.49 | -16.24% |
Timothy Gerlach Novem Group | 11,644 | $2.87M | $2.6M | -$267,720.07 | -9.32% |
Christopher Warner WARNER FINANCIAL Inc. | 7,716 | $1.13M | $1.73M | $591,423.58 | 52.14% |
Jim Clark Worth Asset Management LLC | 2,002 | $588,977.4 | $447,747.28 | -$141,230.12 | -23.98% |
| MSN Melissa S. Nehrt Powers Advisory Group LLC | 783 | $220,187.42 | $175,117.94 | -$45,069.48 | -20.47% |
Daniel Ronan Catalyst Financial Partners LLC | 6,088 | $1.13M | $1.36M | $231,244.89 | 20.46% |
Amanda Hawley Atria Wealth Solutions Inc. | 41,815 | $6.15M | $9.35M | $3.2M | 51.99% |
| LV Leah Vaden Redwood Financial Network Corp. | 1,010 | $284,022.09 | $239,521.49 | -$44,500.6 | -15.67% |
Eric Dahm Range Financial Group LLC | 7,055 | $1.36M | $1.58M | $215,125.94 | 15.79% |
Craig Johnsen Fortitude Advisory Group LLC | 4,371 | $755,374.89 | $977,574.11 | $222,199.22 | 29.42% |