| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Molly Crider Walker Asset Management LLC | 554 | $230,113.37 | $220,525.24 | -$9,588.13 | -4.17% |
Brian Levy West Wealth Group LLC | 797 | $268,996.34 | $320,350.16 | $51,353.82 | 19.09% |
David K. Balsdon Harvest Portfolios Group Inc. | 234,641 | $84.69M | $94.14M | $9.45M | 11.16% |
| FFG Fiduciary Financial Group LLC Fiduciary Financial Group LLC | 625 | $259,768.71 | $250,362.5 | -$9,406.21 | -3.62% |
Christopher M. Marks Sterling Investment Counsel LLC | 1,015 | $335,061.65 | $407,238.3 | $72,176.65 | 21.54% |
Mary Casey O'Dell Dixon Lanham O'Dell & Company Inc. | 869 | $422,753.43 | $349,155.51 | -$73,597.92 | -17.41% |
Scott Williams Investmark Advisory Group LLC | 581 | $241,481.03 | $231,650.51 | -$9,830.52 | -4.07% |
Michael Topley Lansing Street Advisors | 1,300 | $480,993.56 | $518,258 | $37,264.44 | 7.75% |
Mark Fiskio Empirical Asset Management LLC | 3,408 | $1.24M | $1.36M | $120,523.94 | 9.69% |
Jim Clark Worth Asset Management LLC | 1,496 | $639,526.04 | $591,847.52 | -$47,678.52 | -7.46% |
Daniel Ronan Catalyst Financial Partners LLC | 7,526 | $3.3M | $3.01M | -$282,632.94 | -8.58% |
Amanda Hawley Atria Wealth Solutions Inc. | 14,071 | $7.1M | $5.72M | -$1.38M | -19.39% |
| LV Leah Vaden Redwood Financial Network Corp. | 481 | $199,918.03 | $192,986.82 | -$6,931.21 | -3.47% |
Stephen Kenney Gray Private Wealth LLC | 503 | $209,062 | $206,987.01 | -$2,074.99 | -0.99% |
Craig Johnsen Fortitude Advisory Group LLC | 882 | $434,688.99 | $358,682.95 | -$76,006.04 | -17.49% |
Jeffrey Gilbert Balboa Wealth Partners | 1,149 | $493,774.4 | $460,737.51 | -$33,036.89 | -6.69% |
Gary M. Coon Finer Wealth Management Inc. | 2,418 | $780,050.84 | $970,657.74 | $190,606.9 | 24.44% |
Sean Murray Quantum Financial Advisors LLC | 1,138 | $572,404.76 | $457,532.9 | -$114,871.86 | -20.07% |
Edward Lowndes Angeles Wealth Management LLC | 4,132 | $1.66M | $1.66M | -$4,487.02 | -0.27% |
Kevin Zemann WealthPlan Investment Management LLC | 21,049 | $6.59M | $8.56M | $1.97M | 29.98% |