| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jaimie Palmer Beacon Capital Management LLC | 2,284 | $525,433.38 | $665,100.82 | $139,667.44 | 26.58% |
| CS Catherine Salsman Paragon Private Wealth Management LLC | 9,681 | $2.27M | $2.82M | $547,437.11 | 24.1% |
Adam Grossman Mayport LLC | 730 | $219,328.51 | $220,095 | $766.49 | 0.35% |
Bryan Kupchik Capstone Wealth Management Group LLC | 20,562 | $5.18M | $5.99M | $810,180.54 | 15.65% |
| CMD Chris M. Denholm Objective Capital Management LLC | 5,611 | $1.04M | $1.63M | $594,183.07 | 57.15% |
| BPN Brent P. Nicks Strategic Planning Inc. | 3,280 | $813,407 | $955,136.03 | $141,729.03 | 17.42% |
Mark Astrinos Libra Wealth LLC | 3,610 | $611,389.6 | $1.08M | $470,780.06 | 77% |
Christopher M. Marks Sterling Investment Counsel LLC | 1,884 | $467,232 | $548,620.82 | $81,388.82 | 17.42% |
Scott Williams Investmark Advisory Group LLC | 1,625 | $327,555.45 | $489,937.5 | $162,382.05 | 49.57% |
Michael Topley Lansing Street Advisors | 19,713 | $4.81M | $5.74M | $927,299.71 | 19.27% |
Mark Fiskio Empirical Asset Management LLC | 9,292 | $2.02M | $2.8M | $779,418.88 | 38.54% |
Timothy Gerlach Novem Group | 22,418 | $4.96M | $6.53M | $1.57M | 31.71% |
Timothy Low Forte Asset Management LLC | 10,935 | $2.27M | $3.18M | $909,906.99 | 40.01% |
Christopher Warner WARNER FINANCIAL Inc. | 2,067 | $440,717.7 | $601,910.42 | $161,192.72 | 36.58% |
Jim Clark Worth Asset Management LLC | 5,207 | $1.29M | $1.52M | $224,942.45 | 17.42% |
Daniel Ronan Catalyst Financial Partners LLC | 6,958 | $1.55M | $2.03M | $478,702.89 | 30.93% |
Amanda Hawley Atria Wealth Solutions Inc. | 65,847 | $12.24M | $19.17M | $6.94M | 56.68% |
| LV Leah Vaden Redwood Financial Network Corp. | 1,076 | $323,284.21 | $324,414 | $1,129.79 | 0.35% |
Stephen Kenney Gray Private Wealth LLC | 44,256 | $9.65M | $12.89M | $3.24M | 33.59% |
Jeffrey Gilbert Balboa Wealth Partners | 4,763 | $1.18M | $1.44M | $254,820.5 | 21.57% |