| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Adam Grossman Mayport LLC | 478 | $221,815.07 | $238,813.58 | $16,998.51 | 7.66% |
Christopher M. Marks Sterling Investment Counsel LLC | 638 | $297,443.08 | $319,727.32 | $22,284.24 | 7.49% |
Timothy Gerlach Novem Group | 427 | $221,604 | $212,573.41 | -$9,030.59 | -4.08% |
Jim Clark Worth Asset Management LLC | 1,380 | $638,884.79 | $679,111.79 | $40,227 | 6.3% |
Daniel Ronan Catalyst Financial Partners LLC | 3,161 | $1.37M | $1.57M | $203,460.66 | 14.84% |
Amanda Hawley Atria Wealth Solutions Inc. | 5,248 | $2.43M | $2.59M | $162,071.77 | 6.68% |
Craig Johnsen Fortitude Advisory Group LLC | 851 | $332,415.76 | $419,730.22 | $87,314.46 | 26.27% |
Jeffrey Gilbert Balboa Wealth Partners | 978 | $485,803.66 | $486,110.69 | $307.03 | 0.06% |
Sean Murray Quantum Financial Advisors LLC | 855 | $307,716.91 | $425,922.52 | $118,205.61 | 38.41% |
Edward Lowndes Angeles Wealth Management LLC | 2,951 | $1.21M | $1.47M | $258,593.93 | 21.36% |
| WIM Warwick Investment Management Inc. Warwick Investment Management Inc. | 586 | $292,810.18 | $292,774.16 | -$36.02 | -0.01% |
Benjamin Cauley Carr Financial Group Corp. | 1,696 | $634,982.32 | $849,339.84 | $214,357.52 | 33.76% |
Michael Stulic Astoria Portfolio Advisors LLC | 662 | $309,443.17 | $330,096.37 | $20,653.2 | 6.67% |
David W. Chenet Presidio Capital Management LLC | 390 | $202,386.6 | $193,042.2 | -$9,344.4 | -4.62% |
Mary Lecca ARGONAUTICA PRIVATE WEALTH MANAGEMENT Inc. | 5,655 | $2.58M | $2.83M | $255,852.71 | 9.93% |
Leonid Berline ARMSTRONG ADVISORY GROUP Inc. | 192 | $73,134.24 | $95,002.56 | $21,868.32 | 29.9% |
| XV Xavier Volatier Transatlantique Private Wealth LLC | 1,874 | $875,006.41 | $939,248.8 | $64,242.39 | 7.34% |
| DAL Drake & Associates LLC Drake & Associates LLC | 1,627 | $643,547.56 | $803,925.1 | $160,377.54 | 24.92% |
Nadine Hofstetter Northwest Bank & Trust Co. | 38 | $14,480 | $19,054.19 | $4,574.19 | 31.59% |
| MK Malinda Khauv Cercano Management LLC | 3,834 | $1.63M | $1.91M | $275,377.06 | 16.84% |