| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| SFL Safeguard Financial LLC Safeguard Financial LLC | 1,274 | $638,072.84 | $788,255.65 | $150,182.81 | 23.54% |
| CS Catherine Salsman Paragon Private Wealth Management LLC | 1,598 | $768,343.2 | $966,470.38 | $198,127.18 | 25.79% |
David K. Balsdon Harvest Portfolios Group Inc. | 639 | $335,021.52 | $386,467.19 | $51,445.67 | 15.36% |
Daniel Lavoie Walter Public Investments Inc. | 14,915 | $7.83M | $9.18M | $1.35M | 17.23% |
| FFG Fiduciary Financial Group LLC Fiduciary Financial Group LLC | 520 | $267,791.92 | $313,684.79 | $45,892.87 | 17.14% |
Christopher M. Marks Sterling Investment Counsel LLC | 1,806 | $1.02M | $1.09M | $73,162.98 | 7.18% |
Mary Casey O'Dell Dixon Lanham O'Dell & Company Inc. | 362 | $203,422.28 | $222,199.22 | $18,776.94 | 9.23% |
Michael Topley Lansing Street Advisors | 416 | $213,657.59 | $251,596.8 | $37,939.21 | 17.76% |
Mark Fiskio Empirical Asset Management LLC | 513 | $291,207.54 | $309,462.11 | $18,254.57 | 6.27% |
Timothy Gerlach Novem Group | 4,680 | $2.49M | $2.82M | $336,861.69 | 13.55% |
Jim Clark Worth Asset Management LLC | 484 | $266,911.47 | $292,723.2 | $25,811.73 | 9.67% |
| MSN Melissa S. Nehrt Powers Advisory Group LLC | 821 | $419,843.86 | $496,540.79 | $76,696.93 | 18.27% |
Daniel Ronan Catalyst Financial Partners LLC | 5,424 | $2.5M | $3.27M | $773,806.21 | 30.97% |
Amanda Hawley Atria Wealth Solutions Inc. | 10,525 | $3.88M | $6.49M | $2.61M | 67.18% |
| LV Leah Vaden Redwood Financial Network Corp. | 1,095 | $417,914.12 | $662,255.99 | $244,341.87 | 58.47% |
Matthew Heller Willner & Heller LLC | 896 | $365,317.92 | $541,900.79 | $176,582.87 | 48.34% |
Ryan Cahill Cahill Wealth Management LLC | 2,061 | $736,895.3 | $1.27M | $528,548.39 | 71.73% |
Eric Dahm Range Financial Group LLC | 1,710 | $855,184.48 | $1.03M | $179,023.5 | 20.93% |
Craig Johnsen Fortitude Advisory Group LLC | 1,163 | $459,583.69 | $716,780.17 | $257,196.48 | 55.96% |
Jeffrey Gilbert Balboa Wealth Partners | 5,008 | $1.67M | $3.02M | $1.35M | 81.3% |