| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| CS Catherine Salsman Paragon Private Wealth Management LLC | 8,726 | $619,497.47 | $786,299.86 | $166,802.39 | 26.93% |
| SBL Semitam Bonam LLC Semitam Bonam LLC | 3,107 | $218,678.06 | $287,506.24 | $68,828.18 | 31.47% |
Molly Crider Walker Asset Management LLC | 5,743 | $354,727.95 | $527,092.54 | $172,364.59 | 48.59% |
David K. Balsdon Harvest Portfolios Group Inc. | 296,708 | $20.82M | $26.74M | $5.91M | 28.41% |
| CMD Chris M. Denholm Objective Capital Management LLC | 2,457 | $211,498.56 | $226,277.41 | $14,778.85 | 6.99% |
| FFG Fiduciary Financial Group LLC Fiduciary Financial Group LLC | 6,748 | $450,644.41 | $619,331.44 | $168,687.03 | 37.43% |
Christopher M. Marks Sterling Investment Counsel LLC | 39,946 | $2.74M | $3.6M | $856,149.23 | 31.21% |
Scott Williams Investmark Advisory Group LLC | 4,822 | $285,342.36 | $442,563.16 | $157,220.8 | 55.1% |
Mark Fiskio Empirical Asset Management LLC | 5,665 | $382,746.38 | $519,933.7 | $137,187.32 | 35.84% |
Timothy Gerlach Novem Group | 6,555 | $415,861.92 | $601,617.9 | $185,755.98 | 44.67% |
Christopher Warner WARNER FINANCIAL Inc. | 3,613 | $224,945.38 | $331,601.14 | $106,655.76 | 47.41% |
Jim Clark Worth Asset Management LLC | 4,640 | $357,114.7 | $418,110.4 | $60,995.7 | 17.08% |
| MSN Melissa S. Nehrt Powers Advisory Group LLC | 15,175 | $908,780.7 | $1.37M | $458,638.55 | 50.47% |
Daniel Ronan Catalyst Financial Partners LLC | 26,432 | $1.73M | $2.43M | $694,188.41 | 40.09% |
Amanda Hawley Atria Wealth Solutions Inc. | 116,730 | $6.84M | $10.74M | $3.89M | 56.9% |
Matthew Heller Willner & Heller LLC | 4,043 | $258,835.06 | $364,314.73 | $105,479.67 | 40.75% |
Craig Johnsen Fortitude Advisory Group LLC | 5,126 | $303,597.61 | $461,903.86 | $158,306.25 | 52.14% |
Jeffrey Gilbert Balboa Wealth Partners | 11,095 | $767,090.57 | $1.02M | $251,208.53 | 32.75% |
Gary M. Coon Finer Wealth Management Inc. | 27,638 | $1.73M | $2.55M | $821,511.8 | 47.54% |
Sean Murray Quantum Financial Advisors LLC | 9,743 | $637,641.04 | $877,941.73 | $240,300.69 | 37.69% |