| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| ABH Alexander B. Harcus Montz Harcus Wealth Management LLC | 2,281 | $221,359.99 | $479,968.02 | $258,608.03 | 116.83% |
Kristen Williams Athena Investment Management | 1,647 | $171,683.28 | $359,490.69 | $187,807.41 | 109.39% |
Leanne Menzel Smallwood Wealth Investment Management LLC | 2,149 | $233,613 | $452,192.58 | $218,579.58 | 93.56% |
Randy T. Siegel Aletheian Wealth Advisors LLC | 1,416 | $296,000.63 | $297,954.72 | $1,954.09 | 0.66% |
| CS Catherine Salsman Paragon Private Wealth Management LLC | 2,450 | $399,296.65 | $515,529 | $116,232.35 | 29.11% |
Adam Grossman Mayport LLC | 1,844 | $385,469.75 | $398,801.88 | $13,332.13 | 3.46% |
Molly Crider Walker Asset Management LLC | 1,237 | $219,678.81 | $260,289.54 | $40,610.73 | 18.49% |
David K. Balsdon Harvest Portfolios Group Inc. | 144,324 | $13.34M | $31.41M | $18.07M | 135.46% |
| CMD Chris M. Denholm Objective Capital Management LLC | 1,840 | $264,872.8 | $387,172.8 | $122,300 | 46.17% |
| MFA Millington Financial Advisors LLC Millington Financial Advisors LLC | 1,100 | $237,138 | $237,897 | $759 | 0.32% |
Michael Topley Lansing Street Advisors | 12,967 | $1.2M | $2.73M | $1.53M | 126.78% |
Mark Fiskio Empirical Asset Management LLC | 1,072 | $224,090.87 | $231,841.44 | $7,750.57 | 3.46% |
Timothy Gerlach Novem Group | 1,879 | $230,441.66 | $395,379.18 | $164,937.52 | 71.57% |
Jim Clark Worth Asset Management LLC | 1,234 | $257,955.35 | $259,658.28 | $1,702.93 | 0.66% |
| MSN Melissa S. Nehrt Powers Advisory Group LLC | 1,580 | $258,879.8 | $332,463.6 | $73,583.8 | 28.42% |
Daniel Ronan Catalyst Financial Partners LLC | 8,193 | $827,848.52 | $1.72M | $896,122.54 | 108.25% |
Amanda Hawley Atria Wealth Solutions Inc. | 16,958 | $1.54M | $3.57M | $2.03M | 131.35% |
Matthew Heller Willner & Heller LLC | 4,479 | $434,800.47 | $942,471.18 | $507,670.71 | 116.76% |
Craig Johnsen Fortitude Advisory Group LLC | 6,194 | $632,852.05 | $1.3M | $670,489.43 | 105.95% |
Jeffrey Gilbert Balboa Wealth Partners | 4,012 | $579,250.97 | $867,675.24 | $288,424.27 | 49.79% |