| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Allison Brooke Blake WorthPointe LLC | 261 | $281,364.73 | $299,847.23 | $18,482.5 | 6.57% |
Jaimie Palmer Beacon Capital Management LLC | 1,797 | $1.07M | $2.06M | $997,529.39 | 93.49% |
Randy T. Siegel Aletheian Wealth Advisors LLC | 1,021 | $638,316.7 | $1.17M | $534,648.91 | 83.76% |
| CS Catherine Salsman Paragon Private Wealth Management LLC | 2,921 | $2.25M | $3.36M | $1.11M | 49.43% |
Adam Grossman Mayport LLC | 993 | $549,513.9 | $1.18M | $627,270.5 | 114.15% |
Bryan Kupchik Capstone Wealth Management Group LLC | 450 | $263,009.92 | $516,977.99 | $253,968.07 | 96.56% |
Molly Crider Walker Asset Management LLC | 671 | $407,164.78 | $770,871.62 | $363,706.84 | 89.33% |
Brian Levy West Wealth Group LLC | 361 | $314,768.21 | $422,319.46 | $107,551.25 | 34.17% |
David K. Balsdon Harvest Portfolios Group Inc. | 281,944 | $211.42M | $344.05M | $132.63M | 62.74% |
| FFG Fiduciary Financial Group LLC Fiduciary Financial Group LLC | 1,469 | $1.34M | $1.69M | $346,244.91 | 25.81% |
Christopher M. Marks Sterling Investment Counsel LLC | 2,327 | $1.84M | $2.67M | $835,970.66 | 45.5% |
Mary Casey O'Dell Dixon Lanham O'Dell & Company Inc. | 366 | $216,594.32 | $420,475.43 | $203,881.11 | 94.13% |
Michael Topley Lansing Street Advisors | 1,550 | $1.13M | $1.78M | $655,204.57 | 58.21% |
Mark Fiskio Empirical Asset Management LLC | 4,661 | $4.12M | $5.52M | $1.4M | 34.11% |
Timothy Gerlach Novem Group | 1,672 | $1.33M | $1.92M | $593,997.96 | 44.77% |
Christopher Warner WARNER FINANCIAL Inc. | 1,124 | $905,200.86 | $1.29M | $386,095.27 | 42.65% |
Jim Clark Worth Asset Management LLC | 1,633 | $1.64M | $1.88M | $234,284.82 | 14.27% |
| MSN Melissa S. Nehrt Powers Advisory Group LLC | 1,964 | $627,974.87 | $2.26M | $1.63M | 259.3% |
Daniel Ronan Catalyst Financial Partners LLC | 6,449 | $3.78M | $7.41M | $3.63M | 95.81% |
Amanda Hawley Atria Wealth Solutions Inc. | 12,987 | $6.17M | $14.92M | $8.75M | 141.91% |