| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| CS Catherine Salsman Paragon Private Wealth Management LLC | 10,358 | $2.65M | $4.05M | $1.4M | 52.74% |
Adam Grossman Mayport LLC | 2,139 | $668,738.82 | $837,268.75 | $168,529.93 | 25.2% |
Timothy Dempsey DHK Financial Advisors Inc. | 1,462 | $460,690.2 | $588,023.7 | $127,333.5 | 27.64% |
Bryan Kupchik Capstone Wealth Management Group LLC | 633 | $217,175.97 | $254,478.66 | $37,302.69 | 17.18% |
Brian Levy West Wealth Group LLC | 1,077 | $368,218.21 | $421,570.1 | $53,351.89 | 14.49% |
David K. Balsdon Harvest Portfolios Group Inc. | 69,759 | $16.49M | $27.31M | $10.82M | 65.61% |
| FFG Fiduciary Financial Group LLC Fiduciary Financial Group LLC | 4,337 | $1.19M | $1.7M | $502,968.97 | 42.1% |
Christopher M. Marks Sterling Investment Counsel LLC | 11,359 | $3.93M | $4.45M | $517,108.87 | 13.16% |
Scott Williams Investmark Advisory Group LLC | 1,809 | $384,817.98 | $708,096.87 | $323,278.89 | 84.01% |
Michael Topley Lansing Street Advisors | 947 | $285,152.6 | $375,068.82 | $89,916.22 | 31.53% |
Mark Fiskio Empirical Asset Management LLC | 3,893 | $1.34M | $1.52M | $187,800.46 | 14.06% |
Timothy Gerlach Novem Group | 8,736 | $2.82M | $3.42M | $597,627.3 | 21.18% |
Jim Clark Worth Asset Management LLC | 2,331 | $806,301.64 | $912,423.31 | $106,121.67 | 13.16% |
| MSN Melissa S. Nehrt Powers Advisory Group LLC | 1,764 | $452,550.06 | $690,482.5 | $237,932.44 | 52.58% |
Daniel Ronan Catalyst Financial Partners LLC | 13,326 | $3.45M | $5.22M | $1.76M | 50.98% |
Amanda Hawley Atria Wealth Solutions Inc. | 49,025 | $10.74M | $19.6M | $8.86M | 82.49% |
Lincoln Bach Delap Wealth Advisory LLC | 753 | $233,372.49 | $302,818.95 | $69,446.46 | 29.76% |
| LV Leah Vaden Redwood Financial Network Corp. | 1,719 | $404,620.24 | $672,868.15 | $268,247.91 | 66.3% |
Matthew Heller Willner & Heller LLC | 3,846 | $863,207.77 | $1.52M | $660,038.98 | 76.46% |
Stephen Kenney Gray Private Wealth LLC | 687 | $224,063.13 | $274,442.77 | $50,379.64 | 22.48% |