| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Joseph J. Costigan apricus wealth LLC | 11,154 | $292,311.72 | $329,433.39 | $37,121.67 | 12.7% |
Michael Byun SageView Advisory Group LLC | 51,687 | $1.37M | $1.53M | $150,958.61 | 10.98% |
| KB Kimberly Byrne Bill Few Associates Inc. | 90,587 | $4.6M | $2.57M | -$2.03M | -44.15% |
Owen Schrum Schrum Private Wealth Management LLC | 17,561 | $475,323.69 | $519,454.38 | $44,130.69 | 9.28% |
Jason Matthews Kfg Wealth Management LLC | 21,370 | $590,907.73 | $632,124.6 | $41,216.87 | 6.98% |
Katie Christensen iSAM Funds UKK) Ltd | 69,300 | $1.79M | $2.05M | $259,605.88 | 14.5% |
Kristen Williams Athena Investment Management | 41,018 | $2.04M | $1.21M | -$828,173.84 | -40.64% |
Leanne Menzel Smallwood Wealth Investment Management LLC | 4,500 | $114,030 | $132,637.5 | $18,607.5 | 16.32% |
Jaimie Palmer Beacon Capital Management LLC | 8,742 | $388,837.14 | $257,539.32 | -$131,297.82 | -33.77% |
| CS Catherine Salsman Paragon Private Wealth Management LLC | 8,704 | $217,177.98 | $257,638.4 | $40,460.42 | 18.63% |
Molly Crider Walker Asset Management LLC | 15,747 | $434,106.74 | $463,985.35 | $29,878.61 | 6.88% |
Brian Levy West Wealth Group LLC | 138,226 | $3.91M | $4.09M | $184,097.3 | 4.71% |
David K. Balsdon Harvest Portfolios Group Inc. | 84,300 | $2.8M | $2.49M | -$305,626.52 | -10.92% |
| FFG Fiduciary Financial Group LLC Fiduciary Financial Group LLC | 7,058 | $201,304 | $208,422.74 | $7,118.74 | 3.54% |
Mark Fiskio Empirical Asset Management LLC | 13,097 | $335,045.62 | $387,212.8 | $52,167.18 | 15.57% |
Timothy Gerlach Novem Group | 14,402 | $378,991.82 | $425,795.13 | $46,803.31 | 12.35% |
Christopher Warner WARNER FINANCIAL Inc. | 19,719 | $898,405.82 | $581,710.5 | -$316,695.32 | -35.25% |
| MSN Melissa S. Nehrt Powers Advisory Group LLC | 9,797 | $504,671.13 | $289,991.2 | -$214,679.93 | -42.54% |
Daniel Ronan Catalyst Financial Partners LLC | 25,150 | $738,511.77 | $743,434 | $4,922.23 | 0.67% |
Amanda Hawley Atria Wealth Solutions Inc. | 195,671 | $6.95M | $5.76M | -$1.2M | -17.19% |