| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Kristen Williams Athena Investment Management | 6,378 | $961,951.01 | $948,982.62 | -$12,968.39 | -1.35% |
Leanne Menzel Smallwood Wealth Investment Management LLC | 8,441 | $1.38M | $1.26M | -$121,545.8 | -8.82% |
| JP Jaimie Palmer Beacon Capital Management LLC | 21,670 | $3.25M | $3.23M | -$22,167.28 | -0.68% |
| RTS Randy T. Siegel Aletheian Wealth Advisors LLC | 2,676 | $422,330.53 | $398,162.04 | -$24,168.49 | -5.72% |
| SFL Safeguard Financial LLC Safeguard Financial LLC | 4,651 | $717,464.16 | $692,301.35 | -$25,162.81 | -3.51% |
| CS Catherine Salsman Paragon Private Wealth Management LLC | 12,044 | $1.8M | $1.79M | -$2,261.73 | -0.13% |
Adam Grossman Mayport LLC | 1,460 | $249,305.26 | $217,321 | -$31,984.26 | -12.83% |
Bryan Kupchik Capstone Wealth Management Group LLC | 5,993 | $936,948.47 | $892,058.05 | -$44,890.42 | -4.79% |
| MC Molly Crider Walker Asset Management LLC | 10,917 | $1.58M | $1.62M | $48,850.66 | 3.1% |
Brian Levy West Wealth Group LLC | 3,640 | $521,386.54 | $541,814 | $20,427.46 | 3.92% |
David K. Balsdon Harvest Portfolios Group Inc. | 152,109 | $23.09M | $22.64M | -$446,180.52 | -1.93% |
| CMD Chris M. Denholm Objective Capital Management LLC | 2,843 | $444,904.44 | $424,005.02 | -$20,899.42 | -4.7% |
| BPN Brent P. Nicks Strategic Planning Inc. | 18,848 | $3.21M | $2.81M | -$405,171.64 | -12.62% |
| FFG Fiduciary Financial Group LLC Fiduciary Financial Group LLC | 4,638 | $758,598.22 | $690,366.3 | -$68,231.92 | -8.99% |
Christopher M. Marks Sterling Investment Counsel LLC | 3,119 | $481,692.5 | $465,167.66 | -$16,524.84 | -3.43% |
| SW Scott Williams Investmark Advisory Group LLC | 25,801 | $4.13M | $3.84M | -$285,245.69 | -6.91% |
| MT Michael Topley Lansing Street Advisors | 1,576 | $227,637.44 | $234,587.6 | $6,950.16 | 3.05% |
Mark Fiskio Empirical Asset Management LLC | 14,060 | $2.16M | $2.09M | -$67,487.86 | -3.12% |
| TG Timothy Gerlach Novem Group | 2,650 | $422,181.7 | $394,452.5 | -$27,729.2 | -6.57% |
Christopher Warner WARNER FINANCIAL Inc. | 2,777 | $451,479.4 | $413,356.45 | -$38,122.95 | -8.44% |