| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| CS Catherine Salsman Paragon Private Wealth Management LLC | 11,505 | $1.71M | $1.83M | $117,992.02 | 6.9% |
Adam Grossman Mayport LLC | 1,514 | $257,223.82 | $241,800.94 | -$15,422.88 | -6% |
Bryan Kupchik Capstone Wealth Management Group LLC | 5,938 | $927,951.57 | $933,156.7 | $5,205.13 | 0.56% |
Molly Crider Walker Asset Management LLC | 11,432 | $1.65M | $1.82M | $166,724.01 | 10.1% |
Brian Levy West Wealth Group LLC | 3,715 | $532,361.51 | $590,573.55 | $58,212.04 | 10.93% |
David K. Balsdon Harvest Portfolios Group Inc. | 159,088 | $24.11M | $25.29M | $1.18M | 4.88% |
| CMD Chris M. Denholm Objective Capital Management LLC | 2,821 | $441,305.68 | $442,755.95 | $1,450.27 | 0.33% |
| BPN Brent P. Nicks Strategic Planning Inc. | 18,848 | $3.21M | $2.98M | -$230,262.2 | -7.17% |
| FFG Fiduciary Financial Group LLC Fiduciary Financial Group LLC | 4,621 | $755,759.77 | $731,781.56 | -$23,978.21 | -3.17% |
Christopher M. Marks Sterling Investment Counsel LLC | 3,119 | $481,692.5 | $498,041.92 | $16,349.42 | 3.39% |
Scott Williams Investmark Advisory Group LLC | 26,731 | $4.26M | $4.26M | -$1,445.65 | -0.03% |
Michael Topley Lansing Street Advisors | 1,589 | $229,543.76 | $252,690.72 | $23,146.96 | 10.08% |
Mark Fiskio Empirical Asset Management LLC | 13,999 | $2.15M | $2.22M | $66,075.42 | 3.07% |
Timothy Gerlach Novem Group | 3,042 | $479,664.08 | $481,761.54 | $2,097.46 | 0.44% |
Christopher Warner WARNER FINANCIAL Inc. | 2,777 | $451,479.4 | $442,626.03 | -$8,853.37 | -1.96% |
Jim Clark Worth Asset Management LLC | 1,947 | $284,770.96 | $297,968.87 | $13,197.91 | 4.63% |
| MSN Melissa S. Nehrt Powers Advisory Group LLC | 12,212 | $1.99M | $1.94M | -$45,189.11 | -2.27% |
Daniel Ronan Catalyst Financial Partners LLC | 21,964 | $3.59M | $3.48M | -$108,069.82 | -3.01% |
Amanda Hawley Atria Wealth Solutions Inc. | 55,657 | $7.37M | $8.74M | $1.37M | 18.59% |
| LV Leah Vaden Redwood Financial Network Corp. | 1,412 | $214,681.08 | $225,468.16 | $10,787.08 | 5.02% |