| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| ABH Alexander B. Harcus Montz Harcus Wealth Management LLC | 1,707 | $459,492.22 | $461,982.5 | $2,490.28 | 0.54% |
David T. Morgan High Net Worth Advisory Group LLC | 1,598 | $431,707.72 | $432,482.74 | $775.02 | 0.18% |
Jason Matthews Kfg Wealth Management LLC | 2,228 | $639,381.5 | $602,985.94 | -$36,395.56 | -5.69% |
Kristen Williams Athena Investment Management | 2,349 | $580,755.52 | $643,626 | $62,870.48 | 10.83% |
Leanne Menzel Smallwood Wealth Investment Management LLC | 722 | $219,088.21 | $195,402.09 | -$23,686.12 | -10.81% |
Jaimie Palmer Beacon Capital Management LLC | 1,044 | $273,880.01 | $282,548.17 | $8,668.16 | 3.16% |
| CS Catherine Salsman Paragon Private Wealth Management LLC | 4,132 | $1.15M | $1.12M | -$28,813.29 | -2.51% |
Adam Grossman Mayport LLC | 1,167 | $317,680.78 | $320,323.98 | $2,643.2 | 0.83% |
Bryan Kupchik Capstone Wealth Management Group LLC | 1,187 | $357,266.7 | $321,249.69 | -$36,017.01 | -10.08% |
Molly Crider Walker Asset Management LLC | 1,036 | $306,552.37 | $280,383.05 | -$26,169.32 | -8.54% |
Brian Levy West Wealth Group LLC | 2,059 | $548,758.3 | $564,166 | $15,407.7 | 2.81% |
David K. Balsdon Harvest Portfolios Group Inc. | 84,990 | $23.52M | $23.43M | -$86,576.73 | -0.37% |
| MFA Millington Financial Advisors LLC Millington Financial Advisors LLC | 1,866 | $498,390.79 | $512,188.99 | $13,798.2 | 2.77% |
| FFG Fiduciary Financial Group LLC Fiduciary Financial Group LLC | 5,140 | $1.51M | $1.39M | -$118,927.78 | -7.88% |
Christopher M. Marks Sterling Investment Counsel LLC | 5,624 | $1.72M | $1.52M | -$196,904.8 | -11.45% |
Scott Williams Investmark Advisory Group LLC | 1,035 | $274,632.24 | $284,091.96 | $9,459.72 | 3.44% |
Michael Topley Lansing Street Advisors | 53,137 | $13.4M | $14.38M | $980,126.86 | 7.31% |
Mark Fiskio Empirical Asset Management LLC | 6,849 | $2.04M | $1.88M | -$155,981.29 | -7.66% |
Timothy Gerlach Novem Group | 3,072 | $899,060.14 | $831,406.11 | -$67,654.03 | -7.52% |
Christopher Warner WARNER FINANCIAL Inc. | 1,220 | $324,849.53 | $330,180.81 | $5,331.28 | 1.64% |