| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jaimie Palmer Beacon Capital Management LLC | 9,874 | $749,817.9 | $1.17M | $418,473.78 | 55.81% |
Adam Grossman Mayport LLC | 32,560 | $2.49M | $4.06M | $1.57M | 63.12% |
| DW Darren Woolson Asset Allocation Strategies LLC | 4,888 | $437,059.79 | $612,417.52 | $175,357.73 | 40.12% |
| FFG Fiduciary Financial Group LLC Fiduciary Financial Group LLC | 34,574 | $3.21M | $4.09M | $879,010.48 | 27.37% |
Christopher M. Marks Sterling Investment Counsel LLC | 21,357 | $2.49M | $2.53M | $37,101.54 | 1.49% |
Scott Williams Investmark Advisory Group LLC | 20,691 | $1.18M | $2.58M | $1.4M | 118.88% |
Michael Topley Lansing Street Advisors | 5,170 | $559,819.1 | $611,714.4 | $51,895.3 | 9.27% |
Mark Fiskio Empirical Asset Management LLC | 22,914 | $2.13M | $2.85M | $710,773.2 | 33.3% |
Conor Sheridan Sheridan Capital Management LLC | 292,185 | $23.25M | $36.41M | $13.16M | 56.61% |
Timothy Gerlach Novem Group | 4,747 | $477,716.45 | $561,665.04 | $83,948.59 | 17.57% |
Christopher Warner WARNER FINANCIAL Inc. | 6,883 | $476,024.59 | $814,396.56 | $338,371.97 | 71.08% |
Daniel Ronan Catalyst Financial Partners LLC | 2,863 | $303,893.13 | $338,750.16 | $34,857.03 | 11.47% |
Amanda Hawley Atria Wealth Solutions Inc. | 47,432 | $4.54M | $5.61M | $1.07M | 23.57% |
| LV Leah Vaden Redwood Financial Network Corp. | 6,512 | $634,130.72 | $811,525.44 | $177,394.72 | 27.97% |
Matthew Heller Willner & Heller LLC | 39,027 | $2.88M | $4.62M | $1.74M | 60.38% |
Ryan Cahill Cahill Wealth Management LLC | 5,560 | $385,917.64 | $657,859.2 | $271,941.56 | 70.47% |
Eric Dahm Range Financial Group LLC | 3,236 | $324,894.4 | $382,883.52 | $57,989.12 | 17.85% |
Stephen Kenney Gray Private Wealth LLC | 6,896 | $581,070.75 | $815,934.72 | $234,863.97 | 40.42% |
Craig Johnsen Fortitude Advisory Group LLC | 1,640 | $203,638.8 | $194,044.8 | -$9,594 | -4.71% |
Jeffrey Gilbert Balboa Wealth Partners | 11,768 | $1.34M | $1.46M | $118,970.96 | 8.86% |