| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Timothy Dempsey DHK Financial Advisors Inc. | 1,462 | $460,690.2 | $535,282.06 | $74,591.86 | 16.19% |
Bryan Kupchik Capstone Wealth Management Group LLC | 633 | $217,175.97 | $231,760.29 | $14,584.32 | 6.72% |
Brian Levy West Wealth Group LLC | 963 | $327,254.59 | $355,915.17 | $28,660.58 | 8.76% |
David K. Balsdon Harvest Portfolios Group Inc. | 69,003 | $16.23M | $25.26M | $9.04M | 55.67% |
| FFG Fiduciary Financial Group LLC Fiduciary Financial Group LLC | 4,373 | $1.2M | $1.6M | $396,730.59 | 32.94% |
Christopher M. Marks Sterling Investment Counsel LLC | 11,359 | $3.93M | $4.16M | $229,726.28 | 5.85% |
Scott Williams Investmark Advisory Group LLC | 1,809 | $384,817.98 | $655,581.58 | $270,763.6 | 70.36% |
Michael Topley Lansing Street Advisors | 947 | $285,152.6 | $346,725.11 | $61,572.51 | 21.59% |
Mark Fiskio Empirical Asset Management LLC | 3,893 | $1.34M | $1.41M | $74,786.67 | 5.6% |
Timothy Gerlach Novem Group | 8,736 | $2.82M | $3.2M | $376,606.59 | 13.35% |
Jim Clark Worth Asset Management LLC | 1,923 | $659,695 | $704,067.99 | $44,372.99 | 6.73% |
| MSN Melissa S. Nehrt Powers Advisory Group LLC | 1,622 | $401,525.2 | $593,862.86 | $192,337.66 | 47.9% |
Daniel Ronan Catalyst Financial Partners LLC | 13,326 | $3.45M | $4.88M | $1.42M | 41.22% |
Amanda Hawley Atria Wealth Solutions Inc. | 49,025 | $10.74M | $17.95M | $7.21M | 67.14% |
Lincoln Bach Delap Wealth Advisory LLC | 739 | $228,571.96 | $270,570.07 | $41,998.11 | 18.37% |
| LV Leah Vaden Redwood Financial Network Corp. | 1,719 | $404,620.24 | $622,965.58 | $218,345.34 | 53.96% |
Matthew Heller Willner & Heller LLC | 3,846 | $863,207.77 | $1.41M | $544,928.21 | 63.13% |
Stephen Kenney Gray Private Wealth LLC | 687 | $224,063.13 | $251,531.31 | $27,468.18 | 12.26% |
Craig Johnsen Fortitude Advisory Group LLC | 1,711 | $395,942.45 | $626,448.43 | $230,505.98 | 58.22% |
Jeffrey Gilbert Balboa Wealth Partners | 6,039 | $1.58M | $2.19M | $613,134.71 | 38.92% |