| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| ABH Alexander B. Harcus Montz Harcus Wealth Management LLC | 900 | $371,788.39 | $478,966.5 | $107,178.11 | 28.83% |
David T. Morgan High Net Worth Advisory Group LLC | 556 | $255,310.22 | $302,052.56 | $46,742.34 | 18.31% |
Jason Matthews Kfg Wealth Management LLC | 419 | $213,662.35 | $231,325.71 | $17,663.36 | 8.27% |
Leanne Menzel Smallwood Wealth Investment Management LLC | 363 | $165,191.69 | $198,325.05 | $33,133.36 | 20.06% |
Jaimie Palmer Beacon Capital Management LLC | 442 | $265,336.71 | $241,424.82 | -$23,911.89 | -9.01% |
| CS Catherine Salsman Paragon Private Wealth Management LLC | 1,169 | $581,690.51 | $635,784.03 | $54,093.52 | 9.3% |
Bryan Kupchik Capstone Wealth Management Group LLC | 1,037 | $481,844.13 | $551,875.84 | $70,031.71 | 14.53% |
Molly Crider Walker Asset Management LLC | 1,420 | $654,610.05 | $773,417.2 | $118,807.15 | 18.15% |
Brian Levy West Wealth Group LLC | 1,042 | $505,874.88 | $566,712.54 | $60,837.66 | 12.03% |
David K. Balsdon Harvest Portfolios Group Inc. | 8,077 | $3.94M | $4.4M | $461,426.87 | 11.72% |
Christopher M. Marks Sterling Investment Counsel LLC | 580 | $281,044.41 | $315,960.8 | $34,916.39 | 12.42% |
Scott Williams Investmark Advisory Group LLC | 5,803 | $2.82M | $3.16M | $345,702.28 | 12.28% |
Christopher Warner WARNER FINANCIAL Inc. | 948 | $407,602.08 | $516,271.32 | $108,669.24 | 26.66% |
| MSN Melissa S. Nehrt Powers Advisory Group LLC | 4,151 | $1.51M | $2.26M | $750,300.53 | 49.78% |
Daniel Ronan Catalyst Financial Partners LLC | 1,495 | $739,134.48 | $815,537.45 | $76,402.97 | 10.34% |
Amanda Hawley Atria Wealth Solutions Inc. | 15,123 | $6.81M | $8.06M | $1.25M | 18.3% |
Matthew Heller Willner & Heller LLC | 1,098 | $421,332.46 | $600,057 | $178,724.54 | 42.42% |
Eric Dahm Range Financial Group LLC | 1,973 | $949,521.58 | $1.07M | $125,329.36 | 13.2% |
Craig Johnsen Fortitude Advisory Group LLC | 739 | $317,324.88 | $393,620.97 | $76,296.09 | 24.04% |
Jeffrey Gilbert Balboa Wealth Partners | 2,270 | $1.18M | $1.24M | $61,837.04 | 5.25% |