| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Mark Vicencio Lowery Thomas LLC | 3,933 | $857,155.82 | $1.07M | $217,359.44 | 25.36% |
Kristen Williams Athena Investment Management | 8,321 | $1.6M | $2.29M | $688,155.83 | 42.89% |
Leanne Menzel Smallwood Wealth Investment Management LLC | 1,696 | $376,733.22 | $460,243.52 | $83,510.3 | 22.17% |
Allison Brooke Blake WorthPointe LLC | 755 | $185,850.8 | $207,927 | $22,076.2 | 11.88% |
Jaimie Palmer Beacon Capital Management LLC | 2,284 | $525,433.38 | $626,946.58 | $101,513.2 | 19.32% |
| CS Catherine Salsman Paragon Private Wealth Management LLC | 9,681 | $2.27M | $2.64M | $369,403.42 | 16.26% |
Adam Grossman Mayport LLC | 730 | $219,328.51 | $200,742.7 | -$18,585.81 | -8.47% |
Bryan Kupchik Capstone Wealth Management Group LLC | 20,562 | $5.18M | $5.63M | $454,868.97 | 8.79% |
| CMD Chris M. Denholm Objective Capital Management LLC | 4,946 | $927,115.79 | $1.36M | $430,610.67 | 46.45% |
| BPN Brent P. Nicks Strategic Planning Inc. | 3,280 | $813,407 | $895,341.6 | $81,934.6 | 10.07% |
Mark Astrinos Libra Wealth LLC | 3,610 | $611,389.6 | $987,226.7 | $375,837.1 | 61.47% |
Christopher M. Marks Sterling Investment Counsel LLC | 1,884 | $467,232 | $515,745 | $48,513 | 10.38% |
Scott Williams Investmark Advisory Group LLC | 1,625 | $327,555.45 | $446,273.75 | $118,718.3 | 36.24% |
Michael Topley Lansing Street Advisors | 19,713 | $4.81M | $5.41M | $595,332.59 | 12.37% |
Mark Fiskio Empirical Asset Management LLC | 9,292 | $2.02M | $2.52M | $499,450.92 | 24.7% |
Timothy Gerlach Novem Group | 22,418 | $4.96M | $6.08M | $1.13M | 22.75% |
Timothy Low Forte Asset Management LLC | 10,788 | $2.24M | $2.95M | $708,893.65 | 31.58% |
Christopher Warner WARNER FINANCIAL Inc. | 2,067 | $440,717.7 | $567,660.21 | $126,942.51 | 28.8% |
Jim Clark Worth Asset Management LLC | 5,140 | $1.27M | $1.42M | $147,518.05 | 11.57% |
Daniel Ronan Catalyst Financial Partners LLC | 6,958 | $1.55M | $1.89M | $340,725.68 | 22.02% |