| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| CMM Christopher M. Marks Sterling Investment Counsel LLC | 3,407 | $408,061.65 | $273,718.38 | -$134,343.27 | -32.92% |
| SW Scott Williams Investmark Advisory Group LLC | 5,830 | $395,745.9 | $468,382.2 | $72,636.3 | 18.35% |
| MT Michael Topley Lansing Street Advisors | 5,254 | $505,172.1 | $422,106.36 | -$83,065.74 | -16.44% |
| MF Mark Fiskio Empirical Asset Management LLC | 6,276 | $612,723.98 | $504,213.84 | -$108,510.14 | -17.71% |
| TG Timothy Gerlach Novem Group | 22,418 | $2.08M | $1.8M | -$274,730.83 | -13.23% |
| JC Jim Clark Worth Asset Management LLC | 7,743 | $717,651.99 | $622,072.62 | -$95,579.37 | -13.32% |
| DR Daniel Ronan Catalyst Financial Partners LLC | 24,020 | $1.46M | $1.93M | $472,430.58 | 32.42% |
| AH Amanda Hawley Atria Wealth Solutions Inc. | 77,280 | $3.35M | $6.21M | $2.85M | 85.12% |
| LV Leah Vaden Redwood Financial Network Corp. | 8,867 | $291,321.12 | $712,374.78 | $421,053.66 | 144.53% |
| MH Matthew Heller Willner & Heller LLC | 5,102 | $535,509.83 | $409,894.68 | -$125,615.15 | -23.46% |
| CJ Craig Johnsen Fortitude Advisory Group LLC | 5,245 | $324,643.45 | $421,383.3 | $96,739.85 | 29.8% |
| JG Jeffrey Gilbert Balboa Wealth Partners | 29,267 | $2.92M | $2.35M | -$571,295.27 | -19.55% |
| GMC Gary M. Coon Finer Wealth Management Inc. | 5,130 | $276,910.61 | $412,144.2 | $135,233.59 | 48.84% |
| SM Sean Murray Quantum Financial Advisors LLC | 4,115 | $314,687.58 | $330,599.1 | $15,911.52 | 5.06% |
| EL Edward Lowndes Angeles Wealth Management LLC | 28,897 | $1.79M | $2.32M | $536,179.68 | 30.03% |
| JMP James M. Perkins Quantum Private Wealth LLC | 79,340 | $4.62M | $6.37M | $1.76M | 38.12% |
| KZ Kevin Zemann WealthPlan Investment Management LLC | 49,229 | $3.84M | $3.96M | $113,806.96 | 2.96% |
| VC Vito Collacuro Sutton Place Investors LLC | 5,338 | $461,310.72 | $428,854.92 | -$32,455.8 | -7.04% |
| WIM Warwick Investment Management Inc. Warwick Investment Management Inc. | 4,680 | $397,079.8 | $375,991.2 | -$21,088.6 | -5.31% |
| BC Benjamin Cauley Carr Financial Group Corp. | 9,596 | $458,774.67 | $770,942.64 | $312,167.97 | 68.04% |