| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| HKI Hutchens & Kramer Investment Management Group LLC Hutchens & Kramer Investment Management Group LLC | 810 | $241,436.71 | $228,816.9 | -$12,619.81 | -5.23% |
Kristen Williams Athena Investment Management | 3,643 | $664,748.55 | $1.03M | $360,391.65 | 54.21% |
| CS Catherine Salsman Paragon Private Wealth Management LLC | 2,124 | $430,625.01 | $599,031.72 | $168,406.71 | 39.11% |
Molly Crider Walker Asset Management LLC | 1,112 | $217,768.45 | $312,377.48 | $94,609.03 | 43.44% |
David K. Balsdon Harvest Portfolios Group Inc. | 110,467 | $19.56M | $31.13M | $11.58M | 59.2% |
Daniel Lavoie Walter Public Investments Inc. | 25,007 | $4.85M | $6.87M | $2.02M | 41.57% |
Mark Ledingham KEYSTONE INVESTORS PTE Ltd. | 7,100 | $2.12M | $1.97M | -$148,106.05 | -7% |
Michael Topley Lansing Street Advisors | 1,147 | $223,510.02 | $325,541.54 | $102,031.52 | 45.65% |
Mark Fiskio Empirical Asset Management LLC | 1,391 | $414,615.38 | $390,439.79 | -$24,175.59 | -5.83% |
Christopher Warner WARNER FINANCIAL Inc. | 2,132 | $327,726.22 | $599,390.48 | $271,664.26 | 82.89% |
Jim Clark Worth Asset Management LLC | 7,513 | $1.45M | $2.11M | $653,967.34 | 44.96% |
| MSN Melissa S. Nehrt Powers Advisory Group LLC | 1,277 | $245,400.79 | $360,152.31 | $114,751.52 | 46.76% |
Daniel Ronan Catalyst Financial Partners LLC | 7,118 | $1.34M | $2M | $657,768.86 | 48.95% |
Amanda Hawley Atria Wealth Solutions Inc. | 11,134 | $1.78M | $3.11M | $1.32M | 74.22% |
Matthew Heller Willner & Heller LLC | 709 | $211,331.63 | $200,285.41 | -$11,046.22 | -5.23% |
Eric Dahm Range Financial Group LLC | 4,402 | $884,277.01 | $1.24M | $353,917.55 | 40.02% |
Jeffrey Gilbert Balboa Wealth Partners | 1,341 | $399,711.88 | $376,212.32 | -$23,499.56 | -5.88% |
Gary M. Coon Finer Wealth Management Inc. | 1,523 | $305,839.76 | $422,015.68 | $116,175.92 | 37.99% |
Sean Murray Quantum Financial Advisors LLC | 1,333 | $215,144.46 | $374,892.92 | $159,748.46 | 74.25% |
Edward Lowndes Angeles Wealth Management LLC | 5,328 | $1.08M | $1.49M | $415,254.29 | 38.5% |