| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| CS Catherine Salsman Paragon Private Wealth Management LLC | 1,598 | $768,343.2 | $915,813.76 | $147,470.56 | 19.19% |
David K. Balsdon Harvest Portfolios Group Inc. | 695 | $361,989.46 | $398,304.48 | $36,315.02 | 10.03% |
Daniel Lavoie Walter Public Investments Inc. | 14,915 | $7.83M | $8.52M | $690,502.67 | 8.82% |
| FFG Fiduciary Financial Group LLC Fiduciary Financial Group LLC | 501 | $257,314 | $287,123.09 | $29,809.09 | 11.58% |
Christopher M. Marks Sterling Investment Counsel LLC | 1,806 | $1.02M | $1.04M | $15,912.76 | 1.56% |
Mary Casey O'Dell Dixon Lanham O'Dell & Company Inc. | 362 | $203,422.28 | $207,462.19 | $4,039.91 | 1.99% |
Michael Topley Lansing Street Advisors | 416 | $213,657.59 | $238,409.59 | $24,752 | 11.58% |
Mark Fiskio Empirical Asset Management LLC | 513 | $291,207.54 | $288,690.75 | -$2,516.79 | -0.86% |
Timothy Gerlach Novem Group | 4,680 | $2.49M | $2.68M | $195,806.43 | 7.88% |
| MSN Melissa S. Nehrt Powers Advisory Group LLC | 780 | $397,233.59 | $447,017.98 | $49,784.39 | 12.53% |
Daniel Ronan Catalyst Financial Partners LLC | 5,424 | $2.5M | $3.11M | $610,326.77 | 24.43% |
Amanda Hawley Atria Wealth Solutions Inc. | 10,525 | $3.88M | $6.03M | $2.15M | 55.46% |
| LV Leah Vaden Redwood Financial Network Corp. | 1,095 | $417,914.12 | $616,211.25 | $198,297.13 | 47.45% |
Matthew Heller Willner & Heller LLC | 896 | $365,317.92 | $513,497.58 | $148,179.66 | 40.56% |
Ryan Cahill Cahill Wealth Management LLC | 2,061 | $736,895.3 | $1.18M | $444,263.75 | 60.29% |
Eric Dahm Range Financial Group LLC | 1,710 | $855,184.48 | $980,000.96 | $124,816.48 | 14.6% |
Craig Johnsen Fortitude Advisory Group LLC | 1,063 | $404,436.69 | $609,205.27 | $204,768.58 | 50.63% |
Jeffrey Gilbert Balboa Wealth Partners | 5,008 | $1.67M | $2.82M | $1.15M | 69.13% |
Sean Murray Quantum Financial Advisors LLC | 1,569 | $511,008.1 | $899,193.86 | $388,185.76 | 75.96% |
Edward Lowndes Angeles Wealth Management LLC | 8,689 | $3.9M | $4.98M | $1.08M | 27.77% |