| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Bryan Kupchik Capstone Wealth Management Group LLC | 1,660 | $395,342.06 | $583,971.42 | $188,629.36 | 47.71% |
Molly Crider Walker Asset Management LLC | 2,481 | $432,595.64 | $872,791.01 | $440,195.37 | 101.76% |
Brian Levy West Wealth Group LLC | 3,202 | $758,571.38 | $1.14M | $386,207.63 | 50.91% |
David K. Balsdon Harvest Portfolios Group Inc. | 101,104 | $15.56M | $36.92M | $21.36M | 137.34% |
| CMD Chris M. Denholm Objective Capital Management LLC | 2,874 | $508,427.85 | $1.01M | $502,616.64 | 98.86% |
| MFA Millington Financial Advisors LLC Millington Financial Advisors LLC | 1,213 | $380,253.56 | $433,611.11 | $53,357.55 | 14.03% |
Daniel Lavoie Walter Public Investments Inc. | 45,558 | $13.8M | $16.29M | $2.49M | 18.06% |
| FFG Fiduciary Financial Group LLC Fiduciary Financial Group LLC | 4,261 | $998,562.19 | $1.5M | $500,415.04 | 50.11% |
Christopher M. Marks Sterling Investment Counsel LLC | 14,512 | $4.13M | $5.11M | $978,769.56 | 23.72% |
Khanthaly Dacanay Chi Co. Wealth RIA | 779 | $250,654.91 | $284,475.22 | $33,820.31 | 13.49% |
Mary Casey O'Dell Dixon Lanham O'Dell & Company Inc. | 1,777 | $203,869.4 | $625,130.85 | $421,261.45 | 206.63% |
Scott Williams Investmark Advisory Group LLC | 3,040 | $442,003.14 | $1.09M | $644,705.66 | 145.86% |
Michael Topley Lansing Street Advisors | 2,703 | $623,761.34 | $950,888.4 | $327,127.06 | 52.44% |
Mark Fiskio Empirical Asset Management LLC | 13,153 | $3.52M | $4.7M | $1.18M | 33.4% |
Timothy Gerlach Novem Group | 20,907 | $5.03M | $7.35M | $2.33M | 46.3% |
Timothy Low Forte Asset Management LLC | 700 | $202,937 | $246,253.01 | $43,316.01 | 21.34% |
Christopher Warner WARNER FINANCIAL Inc. | 1,110 | $272,611.12 | $390,486.91 | $117,875.79 | 43.24% |
Jim Clark Worth Asset Management LLC | 2,653 | $650,494.2 | $933,298.9 | $282,804.7 | 43.48% |
| MSN Melissa S. Nehrt Powers Advisory Group LLC | 6,227 | $1M | $2.19M | $1.19M | 118.59% |
Daniel Ronan Catalyst Financial Partners LLC | 23,719 | $4.28M | $8.34M | $4.06M | 94.74% |