| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Randy T. Siegel Aletheian Wealth Advisors LLC | 4,034 | $269,117.18 | $293,634.86 | $24,517.68 | 9.11% |
Luther Hartwell Hodges Waycross Investment Management Co. | 15,519 | $1.08M | $1.1M | $15,363.83 | 1.42% |
| CS Catherine Salsman Paragon Private Wealth Management LLC | 24,700 | $2.47M | $1.74M | -$726,403.41 | -29.42% |
Adam Grossman Mayport LLC | 4,620 | $170,630.8 | $326,033.4 | $155,402.6 | 91.08% |
| BAW Boyce & Associates Wealth Consulting Inc. Boyce & Associates Wealth Consulting Inc. | 4,170 | $282,508.63 | $294,276.9 | $11,768.27 | 4.17% |
Brian Levy West Wealth Group LLC | 5,431 | $541,924.45 | $383,265.67 | -$158,658.78 | -29.28% |
David K. Balsdon Harvest Portfolios Group Inc. | 279,588 | $26.78M | $19.73M | -$7.05M | -26.32% |
Mark Astrinos Libra Wealth LLC | 52,886 | $3.32M | $3.84M | $526,148.5 | 15.86% |
| FFG Fiduciary Financial Group LLC Fiduciary Financial Group LLC | 9,616 | $694,518.2 | $678,601.12 | -$15,917.08 | -2.29% |
Christopher M. Marks Sterling Investment Counsel LLC | 3,407 | $408,061.65 | $240,431.99 | -$167,629.66 | -41.08% |
Scott Williams Investmark Advisory Group LLC | 5,430 | $371,453.9 | $383,195.1 | $11,741.2 | 3.16% |
Timothy Gerlach Novem Group | 23,432 | $2.15M | $1.65M | -$496,996.98 | -23.11% |
Jim Clark Worth Asset Management LLC | 5,662 | $520,970.31 | $399,567.34 | -$121,402.97 | -23.3% |
Daniel Ronan Catalyst Financial Partners LLC | 31,326 | $2.14M | $2.21M | $74,825.65 | 3.5% |
Amanda Hawley Atria Wealth Solutions Inc. | 77,280 | $3.35M | $5.61M | $2.26M | 67.31% |
| LV Leah Vaden Redwood Financial Network Corp. | 7,886 | $268,228.38 | $556,515.02 | $288,286.64 | 107.48% |
Matthew Heller Willner & Heller LLC | 3,892 | $390,442.93 | $274,230.32 | -$116,212.61 | -29.76% |
Craig Johnsen Fortitude Advisory Group LLC | 4,263 | $281,386.35 | $300,839.91 | $19,453.56 | 6.91% |
Jeffrey Gilbert Balboa Wealth Partners | 28,535 | $2.89M | $2.01M | -$876,646.5 | -30.33% |
Gary M. Coon Finer Wealth Management Inc. | 4,986 | $269,899.25 | $363,155.31 | $93,256.06 | 34.55% |