| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| EM Erin Mccann Simplicity Wealth LLC | 18,788 | $911,607.08 | $1.08M | $166,730.18 | 18.29% |
Robert Glass AlphaCentric Advisors LLC | 2,610 | $140,120.49 | $148,482.9 | $8,362.41 | 5.97% |
| REF Robert E. Frey Jr. Lakeside Advisors Inc. | 89,008 | $4.98M | $5.11M | $122,742.24 | 2.46% |
Michael Byun SageView Advisory Group LLC | 10,582 | $511,440.17 | $595,343.32 | $83,903.15 | 16.41% |
| KB Kimberly Byrne Bill Few Associates Inc. | 61,963 | $3.35M | $3.53M | $178,203.81 | 5.32% |
Nichole Raftopoulos Nvest Financial LLC | 7,035 | $336,496.62 | $395,789.1 | $59,292.48 | 17.62% |
| SCA Stacy C. Ambrosini Alley Investment Management Company LLC | 109,868 | $5.03M | $6.29M | $1.26M | 25.04% |
Katie Christensen iSAM Funds UKK) Ltd | 8,000 | $483,200 | $455,120 | -$28,080 | -5.81% |
| CS Catherine Salsman Paragon Private Wealth Management LLC | 4,044 | $215,778.39 | $230,063.16 | $14,284.77 | 6.62% |
Molly Crider Walker Asset Management LLC | 5,297 | $229,570.61 | $298,009.22 | $68,438.61 | 29.81% |
David K. Balsdon Harvest Portfolios Group Inc. | 93,685 | $3.66M | $5.33M | $1.67M | 45.46% |
| FFG Fiduciary Financial Group LLC Fiduciary Financial Group LLC | 9,654 | $402,484.43 | $543,134.04 | $140,649.61 | 34.95% |
Christopher M. Marks Sterling Investment Counsel LLC | 7,862 | $419,516.32 | $447,269.18 | $27,752.86 | 6.62% |
Mark Fiskio Empirical Asset Management LLC | 6,427 | $388,190.8 | $361,583.02 | -$26,607.78 | -6.85% |
| MSN Melissa S. Nehrt Powers Advisory Group LLC | 14,763 | $764,320.51 | $839,867.07 | $75,546.56 | 9.88% |
Daniel Ronan Catalyst Financial Partners LLC | 6,744 | $253,110.34 | $379,417.44 | $126,307.1 | 49.9% |
Amanda Hawley Atria Wealth Solutions Inc. | 33,126 | $1.45M | $1.9M | $451,045.38 | 31.11% |
Jeffrey Gilbert Balboa Wealth Partners | 3,923 | $209,077.48 | $220,707.98 | $11,630.5 | 5.56% |
Edward Lowndes Angeles Wealth Management LLC | 8,035 | $367,678.67 | $452,049.1 | $84,370.43 | 22.95% |
Angela Cox W Advisors LLC | 4,163 | $222,122.83 | $234,210.38 | $12,087.55 | 5.44% |