| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| CS Catherine Salsman Paragon Private Wealth Management LLC | 3,545 | $312,227.81 | $461,559 | $149,331.19 | 47.83% |
Adam Grossman Mayport LLC | 2,027 | $245,904.96 | $260,611.41 | $14,706.45 | 5.98% |
Bryan Kupchik Capstone Wealth Management Group LLC | 2,800 | $359,800 | $364,560 | $4,760 | 1.32% |
Molly Crider Walker Asset Management LLC | 2,964 | $319,010.5 | $385,912.8 | $66,902.3 | 20.97% |
Brian Levy West Wealth Group LLC | 1,633 | $209,840.5 | $209,562.89 | -$277.61 | -0.13% |
David K. Balsdon Harvest Portfolios Group Inc. | 592,151 | $59.84M | $78.71M | $18.86M | 31.52% |
| CMD Chris M. Denholm Objective Capital Management LLC | 3,354 | $299,972.21 | $436,690.8 | $136,718.59 | 45.58% |
| BPN Brent P. Nicks Strategic Planning Inc. | 1,737 | $208,892 | $226,157.4 | $17,265.4 | 8.27% |
| FFG Fiduciary Financial Group LLC Fiduciary Financial Group LLC | 6,015 | $721,581.31 | $783,153 | $61,571.69 | 8.53% |
Christopher M. Marks Sterling Investment Counsel LLC | 13,344 | $1.26M | $1.74M | $476,727.21 | 37.82% |
Mary Casey O'Dell Dixon Lanham O'Dell & Company Inc. | 2,691 | $266,250.56 | $350,368.2 | $84,117.64 | 31.59% |
Michael Topley Lansing Street Advisors | 3,594 | $446,267.73 | $467,938.8 | $21,671.07 | 4.86% |
Mark Fiskio Empirical Asset Management LLC | 15,535 | $1.58M | $2.03M | $455,754.8 | 28.88% |
Timothy Gerlach Novem Group | 56,016 | $5.77M | $7.29M | $1.52M | 26.34% |
Timothy Low Forte Asset Management LLC | 2,545 | $216,721.75 | $331,359 | $114,637.25 | 52.9% |
Jim Clark Worth Asset Management LLC | 4,125 | $496,196.25 | $537,075 | $40,878.75 | 8.24% |
| MSN Melissa S. Nehrt Powers Advisory Group LLC | 3,599 | $302,027.38 | $468,589.8 | $166,562.42 | 55.15% |
Daniel Ronan Catalyst Financial Partners LLC | 20,205 | $2.18M | $2.63M | $451,744.8 | 20.73% |
Amanda Hawley Atria Wealth Solutions Inc. | 68,668 | $6.45M | $8.94M | $2.49M | 38.67% |
| LV Leah Vaden Redwood Financial Network Corp. | 3,769 | $325,468.2 | $484,580.37 | $159,112.17 | 48.89% |