| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| CS Catherine Salsman Paragon Private Wealth Management LLC | 2,921 | $2.25M | $3.69M | $1.44M | 64.24% |
Adam Grossman Mayport LLC | 993 | $549,513.9 | $1.25M | $704,545.8 | 128.21% |
Bryan Kupchik Capstone Wealth Management Group LLC | 450 | $263,009.92 | $569,250 | $306,240.08 | 116.44% |
Molly Crider Walker Asset Management LLC | 713 | $455,762.14 | $900,176.76 | $444,414.62 | 97.51% |
Brian Levy West Wealth Group LLC | 380 | $336,752.73 | $479,803.2 | $143,050.47 | 42.48% |
David K. Balsdon Harvest Portfolios Group Inc. | 281,944 | $211.42M | $355.13M | $143.72M | 67.98% |
| FFG Fiduciary Financial Group LLC Fiduciary Financial Group LLC | 1,400 | $1.28M | $1.77M | $490,093.88 | 38.4% |
Christopher M. Marks Sterling Investment Counsel LLC | 2,327 | $1.84M | $2.96M | $1.13M | 61.29% |
Mary Casey O'Dell Dixon Lanham O'Dell & Company Inc. | 366 | $216,594.32 | $460,673.22 | $244,078.9 | 112.69% |
Michael Topley Lansing Street Advisors | 1,550 | $1.13M | $1.96M | $837,686.12 | 74.43% |
Mark Fiskio Empirical Asset Management LLC | 4,661 | $4.12M | $5.88M | $1.76M | 42.74% |
Timothy Gerlach Novem Group | 1,672 | $1.33M | $2.11M | $782,040.59 | 58.94% |
Christopher Warner WARNER FINANCIAL Inc. | 1,124 | $905,200.86 | $1.42M | $517,429.08 | 57.16% |
Jim Clark Worth Asset Management LLC | 1,786 | $1.82M | $2.16M | $335,790.38 | 18.42% |
| MSN Melissa S. Nehrt Powers Advisory Group LLC | 1,717 | $559,748.53 | $2.17M | $1.61M | 287.31% |
Daniel Ronan Catalyst Financial Partners LLC | 6,449 | $3.78M | $8.14M | $4.36M | 115.17% |
Amanda Hawley Atria Wealth Solutions Inc. | 12,987 | $6.17M | $16.25M | $10.09M | 163.55% |
Lincoln Bach Delap Wealth Advisory LLC | 484 | $412,212.45 | $612,877.1 | $200,664.65 | 48.68% |
| LV Leah Vaden Redwood Financial Network Corp. | 328 | $349,661.39 | $417,711.28 | $68,049.89 | 19.46% |
Matthew Heller Willner & Heller LLC | 917 | $426,193.27 | $1.16M | $735,035.92 | 172.47% |