| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Molly Crider Walker Asset Management LLC | 2,445 | $426,472.04 | $836,410.05 | $409,938.01 | 96.12% |
Brian Levy West Wealth Group LLC | 49,379 | $16.04M | $16.89M | $859,223.72 | 5.36% |
David K. Balsdon Harvest Portfolios Group Inc. | 101,104 | $15.56M | $34.47M | $18.91M | 121.57% |
| CMD Chris M. Denholm Objective Capital Management LLC | 2,825 | $500,668.7 | $946,558.62 | $445,889.92 | 89.06% |
| MFA Millington Financial Advisors LLC Millington Financial Advisors LLC | 1,213 | $380,253.56 | $415,549.54 | $35,295.98 | 9.28% |
Daniel Lavoie Walter Public Investments Inc. | 45,558 | $13.8M | $15.21M | $1.42M | 10.27% |
| FFG Fiduciary Financial Group LLC Fiduciary Financial Group LLC | 3,855 | $916,444.64 | $1.31M | $390,824.41 | 42.65% |
Christopher M. Marks Sterling Investment Counsel LLC | 14,512 | $4.13M | $4.99M | $867,680.05 | 21.03% |
Khanthaly Dacanay Chi Co. Wealth RIA | 779 | $250,654.91 | $259,843.24 | $9,188.33 | 3.67% |
Mary Casey O'Dell Dixon Lanham O'Dell & Company Inc. | 1,777 | $203,869.4 | $601,034.71 | $397,165.31 | 194.81% |
Scott Williams Investmark Advisory Group LLC | 3,040 | $442,003.14 | $1.04M | $596,354.46 | 134.92% |
Michael Topley Lansing Street Advisors | 2,703 | $623,761.34 | $925,777.5 | $302,016.16 | 48.42% |
Mark Fiskio Empirical Asset Management LLC | 13,153 | $3.52M | $4.45M | $926,925.98 | 26.3% |
Timothy Gerlach Novem Group | 20,907 | $5.03M | $7.08M | $2.05M | 40.75% |
Timothy Low Forte Asset Management LLC | 700 | $202,937 | $234,136 | $31,199 | 15.37% |
Christopher Warner WARNER FINANCIAL Inc. | 1,110 | $272,611.12 | $379,137.15 | $106,526.03 | 39.08% |
Jim Clark Worth Asset Management LLC | 3,195 | $829,804.05 | $1.07M | $241,415.55 | 29.09% |
| MSN Melissa S. Nehrt Powers Advisory Group LLC | 6,293 | $1.02M | $2.15M | $1.13M | 110.27% |
Daniel Ronan Catalyst Financial Partners LLC | 23,719 | $4.28M | $8.03M | $3.75M | 87.46% |
Amanda Hawley Atria Wealth Solutions Inc. | 67,471 | $8.58M | $22.64M | $14.06M | 163.82% |