| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Dan Mohr Retireful LLC | 2,400 | $311,441.42 | $438,456 | $127,014.58 | 40.78% |
Samuel Miller Kraft, Davis & Associates LLC | 4,548 | $353,734.83 | $830,874.12 | $477,139.29 | 134.89% |
Mark Vicencio Lowery Thomas LLC | 6,090 | $295,377.18 | $1.11M | $817,204.92 | 276.66% |
| HKI Hutchens & Kramer Investment Management Group LLC Hutchens & Kramer Investment Management Group LLC | 2,298 | $238,343.72 | $390,062.52 | $151,718.8 | 63.66% |
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 | $326,284.34 | $51,572.27 | 18.77% |
| CS Catherine Salsman Paragon Private Wealth Management LLC | 23,428 | $1.71M | $4.28M | $2.57M | 151.01% |
Adam Grossman Mayport LLC | 1,420 | $209,082.22 | $259,419.8 | $50,337.58 | 24.08% |
Bryan Kupchik Capstone Wealth Management Group LLC | 28,686 | $4.64M | $5.24M | $597,241.85 | 12.86% |
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 | $124,811.42 | -$81,256.5 | -39.43% |
Daniel Lavoie Walter Public Investments Inc. | 14,707 | $1.78M | $2.69M | $908,123.35 | 50.88% |
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 | 30,346 | $1.76M | $5.55M | $3.79M | 215.29% |
Michael Topley Lansing Street Advisors | 3,010 | $452,463.55 | $550,047.4 | $97,583.85 | 21.57% |
Mark Fiskio Empirical Asset Management LLC | 8,586 | $942,873 | $1.65M | $711,992.64 | 75.51% |
Timothy Gerlach Novem Group | 11,379 | $773,551.99 | $2.08M | $1.31M | 168.93% |
Timothy Low Forte Asset Management LLC | 1,230 | $371,103.29 | $224,770.2 | -$146,333.09 | -39.43% |
Daniel Ronan Catalyst Financial Partners LLC | 10,149 | $831,214.11 | $1.86M | $1.02M | 123.22% |
Amanda Hawley Atria Wealth Solutions Inc. | 17,500 | $1.08M | $3.2M | $2.11M | 194.95% |