| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Chad Soukup jvl associates LLC | 814 | $338,322.82 | $337,321.59 | -$1,001.23 | -0.3% |
James Peterson Nearwater Capital Markets Ltd. | 100,000 | $28.51M | $40.17M | $11.66M | 40.91% |
| SCA Stacy C. Ambrosini Alley Investment Management Company LLC | 580 | $241,065.4 | $240,351.99 | -$713.41 | -0.3% |
Thomas Mason Mason & Associates Inc. | 2,266 | $1.1M | $939,030.38 | -$161,348.82 | -14.66% |
Kristofer Gray Integrity Financial Corp. /WA | 566 | $235,246.58 | $234,550.39 | -$696.19 | -0.3% |
David T. Morgan High Net Worth Advisory Group LLC | 1,751 | $689,554.93 | $725,614.38 | $36,059.45 | 5.23% |
Leanne Menzel Smallwood Wealth Investment Management LLC | 254 | $121,596.38 | $105,257.6 | -$16,338.78 | -13.44% |
Randy T. Siegel Aletheian Wealth Advisors LLC | 686 | $285,122.18 | $284,278.39 | -$843.79 | -0.3% |
| CS Catherine Salsman Paragon Private Wealth Management LLC | 1,511 | $715,926.92 | $626,158.38 | -$89,768.54 | -12.54% |
Adam Grossman Mayport LLC | 661 | $274,731.43 | $269,066.66 | -$5,664.77 | -2.06% |
Molly Crider Walker Asset Management LLC | 551 | $229,012.13 | $228,334.39 | -$677.74 | -0.3% |
Brian Levy West Wealth Group LLC | 739 | $247,705.7 | $298,533.83 | $50,828.13 | 20.52% |
David K. Balsdon Harvest Portfolios Group Inc. | 234,641 | $84.69M | $93.64M | $8.94M | 10.56% |
| FFG Fiduciary Financial Group LLC Fiduciary Financial Group LLC | 735 | $305,488 | $304,583.99 | -$904.01 | -0.3% |
Christopher M. Marks Sterling Investment Counsel LLC | 1,015 | $335,061.65 | $420,615.99 | $85,554.34 | 25.53% |
Mary Casey O'Dell Dixon Lanham O'Dell & Company Inc. | 869 | $422,753.43 | $360,113.59 | -$62,639.84 | -14.82% |
Scott Williams Investmark Advisory Group LLC | 581 | $241,481.03 | $236,501.86 | -$4,979.17 | -2.06% |
Michael Topley Lansing Street Advisors | 1,300 | $480,993.56 | $538,719.99 | $57,726.43 | 12% |
Mark Fiskio Empirical Asset Management LLC | 3,408 | $1.24M | $1.39M | $143,101.93 | 11.5% |
Jim Clark Worth Asset Management LLC | 1,525 | $656,481.76 | $631,959.98 | -$24,521.78 | -3.74% |