| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Brian Levy West Wealth Group LLC | 167,669 | $178.64M | $153.27M | -$25.37M | -14.2% |
David K. Balsdon Harvest Portfolios Group Inc. | 38,279 | $3.32M | $34.99M | $31.67M | 953.05% |
| MFA Millington Financial Advisors LLC Millington Financial Advisors LLC | 267 | $308,195.44 | $244,072.71 | -$64,122.73 | -20.81% |
| FFG Fiduciary Financial Group LLC Fiduciary Financial Group LLC | 3,661 | $419,486.51 | $3.35M | $2.93M | 697.79% |
Christopher M. Marks Sterling Investment Counsel LLC | 1,106 | $337,159.76 | $1.05M | $717,068.38 | 212.68% |
Khanthaly Dacanay Chi Co. Wealth RIA | 243 | $280,492.48 | $221,725.35 | -$58,767.13 | -20.95% |
Mark Ledingham KEYSTONE INVESTORS PTE Ltd. | 600 | $171,246 | $543,552 | $372,306 | 217.41% |
Mary Casey O'Dell Dixon Lanham O'Dell & Company Inc. | 774 | $220,907.34 | $706,035.06 | $485,127.72 | 219.61% |
Scott Williams Investmark Advisory Group LLC | 615 | $709,888.37 | $562,189.95 | -$147,698.42 | -20.81% |
Michael Topley Lansing Street Advisors | 296 | $341,669.85 | $282,144.24 | -$59,525.61 | -17.42% |
Mark Fiskio Empirical Asset Management LLC | 6,072 | $3.6M | $5.55M | $1.95M | 54.29% |
Timothy Gerlach Novem Group | 1,110 | $310,956.45 | $1.01M | $703,727.85 | 226.31% |
Christopher Warner WARNER FINANCIAL Inc. | 807 | $232,063.63 | $737,702.91 | $505,639.28 | 217.89% |
Jim Clark Worth Asset Management LLC | 2,391 | $400,062.12 | $2.19M | $1.79M | 446.34% |
Daniel Ronan Catalyst Financial Partners LLC | 7,662 | $1.5M | $7M | $5.5M | 366.08% |
Amanda Hawley Atria Wealth Solutions Inc. | 25,168 | $2.02M | $23.44M | $21.42M | 1,060.53% |
| MS Mark Sheppard M & L Capital Management Ltd. | 41,763 | $48.21M | $36.89M | -$11.31M | -23.47% |
| LV Leah Vaden Redwood Financial Network Corp. | 317 | $365,909.94 | $302,161.23 | -$63,748.71 | -17.42% |
Matthew Heller Willner & Heller LLC | 788 | $97,121 | $751,113.72 | $653,992.72 | 673.38% |
Eric Dahm Range Financial Group LLC | 9,852 | $3.6M | $9.01M | $5.4M | 149.88% |