| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| CS Catherine Salsman Paragon Private Wealth Management LLC | 10,389 | $2.18M | $2.4M | $226,054.99 | 10.38% |
Molly Crider Walker Asset Management LLC | 1,324 | $259,356.19 | $308,743.56 | $49,387.37 | 19.04% |
Brian Levy West Wealth Group LLC | 1,942 | $518,167.48 | $449,456.48 | -$68,711 | -13.26% |
David K. Balsdon Harvest Portfolios Group Inc. | 1,666 | $402,427.57 | $386,695.26 | -$15,732.31 | -3.91% |
Mark Astrinos Libra Wealth LLC | 2,851 | $460,950.09 | $663,598.76 | $202,648.67 | 43.96% |
| FFG Fiduciary Financial Group LLC Fiduciary Financial Group LLC | 1,521 | $298,387.04 | $353,754.18 | $55,367.14 | 18.56% |
Christopher M. Marks Sterling Investment Counsel LLC | 1,408 | $417,063.66 | $326,015.36 | -$91,048.3 | -21.83% |
Mary Casey O'Dell Dixon Lanham O'Dell & Company Inc. | 1,155 | $166,133.76 | $267,347.85 | $101,214.09 | 60.92% |
Michael Topley Lansing Street Advisors | 2,173 | $455,645.69 | $506,319.86 | $50,674.17 | 11.12% |
Mark Fiskio Empirical Asset Management LLC | 2,282 | $643,830.91 | $529,172.98 | -$114,657.93 | -17.81% |
Timothy Gerlach Novem Group | 11,644 | $2.87M | $2.7M | -$170,841.87 | -5.95% |
Christopher Warner WARNER FINANCIAL Inc. | 7,716 | $1.13M | $1.8M | $668,120.7 | 58.9% |
Jim Clark Worth Asset Management LLC | 2,111 | $612,956.31 | $487,176.58 | -$125,779.73 | -20.52% |
Daniel Ronan Catalyst Financial Partners LLC | 6,088 | $1.13M | $1.41M | $283,997.47 | 25.13% |
Amanda Hawley Atria Wealth Solutions Inc. | 41,815 | $6.15M | $9.79M | $3.64M | 59.11% |
| LV Leah Vaden Redwood Financial Network Corp. | 1,010 | $284,022.09 | $233,860.45 | -$50,161.64 | -17.66% |
Eric Dahm Range Financial Group LLC | 7,055 | $1.36M | $1.63M | $271,213.26 | 19.9% |
Craig Johnsen Fortitude Advisory Group LLC | 4,454 | $773,629.08 | $1.04M | $269,141.4 | 34.79% |
Jeffrey Gilbert Balboa Wealth Partners | 2,305 | $660,208.88 | $533,031.25 | -$127,177.63 | -19.26% |
Gary M. Coon Finer Wealth Management Inc. | 1,004 | $222,391.88 | $233,911.92 | $11,520.04 | 5.18% |