| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Samuel Miller Kraft, Davis & Associates LLC | 1,753 | $178,070.22 | $254,991.4 | $76,921.18 | 43.2% |
Jaimie Palmer Beacon Capital Management LLC | 1,393 | $167,410.74 | $202,625.79 | $35,215.05 | 21.04% |
| SFL Safeguard Financial LLC Safeguard Financial LLC | 4,038 | $434,887.48 | $587,367.52 | $152,480.04 | 35.06% |
| CS Catherine Salsman Paragon Private Wealth Management LLC | 53,822 | $5.72M | $7.83M | $2.11M | 36.82% |
Adam Grossman Mayport LLC | 16,248 | $1.99M | $2.42M | $427,227.06 | 21.44% |
| DW Darren Woolson Asset Allocation Strategies LLC | 75,839 | $7.9M | $11.41M | $3.5M | 44.34% |
| CMD Chris M. Denholm Objective Capital Management LLC | 8,045 | $890,127.08 | $1.17M | $280,098.7 | 31.47% |
| FFG Fiduciary Financial Group LLC Fiduciary Financial Group LLC | 9,024 | $966,164.57 | $1.31M | $346,466.56 | 35.86% |
Christopher M. Marks Sterling Investment Counsel LLC | 69,218 | $7.61M | $10.07M | $2.46M | 32.3% |
Scott Williams Investmark Advisory Group LLC | 2,432 | $276,503.29 | $362,222.08 | $85,718.79 | 31% |
Michael Topley Lansing Street Advisors | 10,213 | $1.07M | $1.49M | $412,975.26 | 38.5% |
Mark Fiskio Empirical Asset Management LLC | 5,961 | $686,910.05 | $887,831.34 | $200,921.29 | 29.25% |
Timothy Gerlach Novem Group | 20,482 | $2.35M | $2.98M | $625,421.74 | 26.57% |
Timothy Low Forte Asset Management LLC | 28,786 | $3.42M | $4.19M | $764,231.17 | 22.33% |
Christopher Warner WARNER FINANCIAL Inc. | 1,551 | $230,028.81 | $225,608.48 | -$4,420.33 | -1.92% |
Daniel Ronan Catalyst Financial Partners LLC | 206,827 | $21.66M | $30.09M | $8.43M | 38.9% |
Amanda Hawley Atria Wealth Solutions Inc. | 155,077 | $16.47M | $22.56M | $6.09M | 36.97% |
| LV Leah Vaden Redwood Financial Network Corp. | 1,398 | $207,337.38 | $208,218.12 | $880.74 | 0.42% |
Matthew Heller Willner & Heller LLC | 3,454 | $390,966.6 | $502,418.87 | $111,452.27 | 28.51% |
Ryan Cahill Cahill Wealth Management LLC | 95,897 | $10.16M | $13.95M | $3.78M | 37.23% |