| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Leanne Menzel Smallwood Wealth Investment Management LLC | 8 | $6,488.76 | $7,694.16 | $1,205.4 | 18.58% |
| CS Catherine Salsman Paragon Private Wealth Management LLC | 425 | $325,057.51 | $408,752.25 | $83,694.74 | 25.75% |
| MC Molly Crider Walker Asset Management LLC | 324 | $226,824.09 | $308,000.88 | $81,176.79 | 35.79% |
| PAT Patricia A. Thompson Leeward Investments LLC - MA | 7,702 | $2.19M | $7.4M | $5.22M | 238.79% |
David K. Balsdon Harvest Portfolios Group Inc. | 3,525 | $2.21M | $3.43M | $1.22M | 55% |
Christopher M. Marks Sterling Investment Counsel LLC | 1,492 | $1.11M | $1.43M | $328,217.4 | 29.66% |
| MT Michael Topley Lansing Street Advisors | 643 | $423,109.7 | $618,418.11 | $195,308.41 | 46.16% |
| TG Timothy Gerlach Novem Group | 1,286 | $910,067.31 | $1.24M | $326,768.91 | 35.91% |
Daniel Ronan Catalyst Financial Partners LLC | 585 | $394,628.83 | $568,848.15 | $174,219.32 | 44.15% |
Amanda Hawley Atria Wealth Solutions Inc. | 2,504 | $1.38M | $2.44M | $1.06M | 76.51% |
Lincoln Bach Delap Wealth Advisory LLC | 243 | $213,474.15 | $233,710.11 | $20,235.96 | 9.48% |
Matthew Heller Willner & Heller LLC | 325 | $246,755.82 | $316,026.75 | $69,270.93 | 28.07% |
Jeffrey Gilbert Balboa Wealth Partners | 1,413 | $846,868.31 | $1.37M | $527,118.76 | 62.24% |
| SM Sean Murray Quantum Financial Advisors LLC | 411 | $160,582.16 | $399,652.29 | $239,070.13 | 148.88% |
| EL Edward Lowndes Angeles Wealth Management LLC | 453 | $364,745.71 | $440,492.67 | $75,746.96 | 20.77% |
Angela Cox W Advisors LLC | 601 | $312,829.71 | $584,406.39 | $271,576.68 | 86.81% |
Benjamin Cauley Carr Financial Group Corp. | 1,139 | $348,567.48 | $1.11M | $758,984.73 | 217.74% |
| MS Michael Stulic Astoria Portfolio Advisors LLC | 540 | $262,131.63 | $525,090.6 | $262,958.97 | 100.32% |
| DWC David W. Chenet Presidio Capital Management LLC | 920 | $405,834.68 | $878,756.4 | $472,921.72 | 116.53% |
Mary Lecca ARGONAUTICA PRIVATE WEALTH MANAGEMENT Inc. | 3,644 | $1.85M | $3.54M | $1.69M | 91.49% |