| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| ABH Alexander B. Harcus Montz Harcus Wealth Management LLC | 1,347 | $237,395.67 | $371,421.77 | $134,026.1 | 56.46% |
David T. Morgan High Net Worth Advisory Group LLC | 733 | $218,485.32 | $202,117.41 | -$16,367.91 | -7.49% |
Dan Mohr Retireful LLC | 5,083 | $1.52M | $1.4M | -$113,503.48 | -7.49% |
Samuel Miller Kraft, Davis & Associates LLC | 792 | $241,360 | $218,386.07 | -$22,973.93 | -9.52% |
Katie Christensen iSAM Funds UKK) Ltd | 3,596 | $698,127 | $991,561 | $293,434 | 42.03% |
| HKI Hutchens & Kramer Investment Management Group LLC Hutchens & Kramer Investment Management Group LLC | 810 | $241,436.71 | $223,349.39 | -$18,087.32 | -7.49% |
Kristen Williams Athena Investment Management | 3,643 | $664,748.55 | $1.01M | $346,985.41 | 52.2% |
| CS Catherine Salsman Paragon Private Wealth Management LLC | 2,124 | $430,625.01 | $585,671.74 | $155,046.73 | 36.01% |
Molly Crider Walker Asset Management LLC | 1,107 | $216,368 | $305,244.17 | $88,876.17 | 41.08% |
David K. Balsdon Harvest Portfolios Group Inc. | 132,236 | $23.48M | $36.46M | $12.99M | 55.32% |
Daniel Lavoie Walter Public Investments Inc. | 25,007 | $4.85M | $6.94M | $2.09M | 43.05% |
Michael Topley Lansing Street Advisors | 1,147 | $223,510.02 | $316,273.77 | $92,763.75 | 41.5% |
Mark Fiskio Empirical Asset Management LLC | 1,391 | $414,615.38 | $397,937.26 | -$16,678.12 | -4.02% |
Christopher Warner WARNER FINANCIAL Inc. | 2,132 | $327,726.22 | $587,877.66 | $260,151.44 | 79.38% |
Jim Clark Worth Asset Management LLC | 8,155 | $1.58M | $2.25M | $671,221.64 | 42.55% |
| MSN Melissa S. Nehrt Powers Advisory Group LLC | 1,275 | $244,840.61 | $351,568.49 | $106,727.88 | 43.59% |
Daniel Ronan Catalyst Financial Partners LLC | 7,118 | $1.34M | $1.96M | $618,953.62 | 46.06% |
Amanda Hawley Atria Wealth Solutions Inc. | 11,134 | $1.78M | $3.07M | $1.29M | 72.11% |
Matthew Heller Willner & Heller LLC | 709 | $211,331.63 | $195,499.65 | -$15,831.98 | -7.49% |
Eric Dahm Range Financial Group LLC | 4,402 | $884,277.01 | $1.21M | $329,530.43 | 37.27% |