| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Chad Soukup jvl associates LLC | 800 | $241,367.99 | $146,256.01 | -$95,111.98 | -39.41% |
Thomas Mason Mason & Associates Inc. | 2,193 | $236,946.42 | $400,924.28 | $163,977.86 | 69.2% |
Penny Paul Andina Capital Management LLC | 1,266 | $176,896.39 | $247,439.7 | $70,543.31 | 39.88% |
Dan Mohr Retireful LLC | 2,400 | $311,441.42 | $438,768.02 | $127,326.6 | 40.88% |
Samuel Miller Kraft, Davis & Associates LLC | 4,548 | $353,734.83 | $831,465.41 | $477,730.58 | 135.05% |
Mark Vicencio Lowery Thomas LLC | 6,090 | $295,377.18 | $1.11M | $817,996.68 | 276.93% |
| HKI Hutchens & Kramer Investment Management Group LLC Hutchens & Kramer Investment Management Group LLC | 2,298 | $238,343.72 | $420,120.38 | $181,776.66 | 76.27% |
Leanne Menzel Smallwood Wealth Investment Management LLC | 3,000 | $905,129.97 | $548,460.03 | -$356,669.94 | -39.41% |
Randy T. Siegel Aletheian Wealth Advisors LLC | 1,786 | $274,712.07 | $326,516.54 | $51,804.47 | 18.86% |
| CS Catherine Salsman Paragon Private Wealth Management LLC | 23,428 | $1.71M | $4.28M | $2.58M | 151.19% |
Adam Grossman Mayport LLC | 1,510 | $222,333.91 | $276,058.22 | $53,724.31 | 24.16% |
Bryan Kupchik Capstone Wealth Management Group LLC | 28,686 | $4.64M | $5.24M | $599,537.02 | 12.91% |
Molly Crider Walker Asset Management LLC | 2,722 | $160,647.68 | $497,636.07 | $336,988.39 | 209.77% |
Brian Levy West Wealth Group LLC | 683 | $206,067.92 | $133,338.67 | -$72,729.25 | -35.29% |
Daniel Lavoie Walter Public Investments Inc. | 14,707 | $1.78M | $2.87M | $1.09M | 61.05% |
Christopher M. Marks Sterling Investment Counsel LLC | 1,080 | $325,846.79 | $197,445.61 | -$128,401.18 | -39.41% |
Khanthaly Dacanay Chi Co. Wealth RIA | 30,330 | $1.75M | $5.54M | $3.79M | 216.13% |
Michael Topley Lansing Street Advisors | 3,010 | $452,463.55 | $550,288.23 | $97,824.68 | 21.62% |
Mark Fiskio Empirical Asset Management LLC | 10,860 | $1.19M | $1.99M | $797,278.67 | 67.1% |
Timothy Gerlach Novem Group | 11,379 | $773,551.99 | $2.08M | $1.31M | 168.93% |