| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Owen Schrum Schrum Private Wealth Management LLC | 7,347 | $330,271.49 | $345,676.34 | $15,404.85 | 4.66% |
Nichole Raftopoulos Nvest Financial LLC | 4,799 | $240,406.76 | $224,641.19 | -$15,765.57 | -6.56% |
Brian Clay Clay Northam Wealth Management LLC | 5,242 | $219,861.73 | $246,531.26 | $26,669.53 | 12.13% |
Daniel Hays Comprehensive Financial Consultants Institutional Inc. | 108,221 | $4.59M | $5.07M | $475,360.26 | 10.36% |
| SCA Stacy C. Ambrosini Alley Investment Management Company LLC | 152,206 | $7.06M | $7.12M | $61,745.98 | 0.87% |
David T. Morgan High Net Worth Advisory Group LLC | 10,498 | $538,398.68 | $491,411.38 | -$46,987.3 | -8.73% |
Jason Matthews Kfg Wealth Management LLC | 4,840 | $239,879.17 | $226,560.4 | -$13,318.77 | -5.55% |
Kristen Williams Athena Investment Management | 21,246 | $1.03M | $991,763.28 | -$35,491.48 | -3.45% |
Leanne Menzel Smallwood Wealth Investment Management LLC | 4,971 | $193,251.86 | $232,692.51 | $39,440.65 | 20.41% |
| CS Catherine Salsman Paragon Private Wealth Management LLC | 15,608 | $709,031.98 | $730,610.48 | $21,578.5 | 3.04% |
Adam Grossman Mayport LLC | 4,780 | $202,385.2 | $224,899 | $22,513.8 | 11.12% |
Molly Crider Walker Asset Management LLC | 7,336 | $283,605.26 | $343,398.16 | $59,792.9 | 21.08% |
Brian Levy West Wealth Group LLC | 4,867 | $240,629.2 | $227,191.56 | -$13,437.64 | -5.58% |
David K. Balsdon Harvest Portfolios Group Inc. | 778,796 | $31.77M | $36.59M | $4.82M | 15.18% |
| BPN Brent P. Nicks Strategic Planning Inc. | 113,705 | $5.71M | $5.32M | -$385,475.95 | -6.75% |
Daniel Lavoie Walter Public Investments Inc. | 54,859 | $2.75M | $2.57M | -$182,131.88 | -6.61% |
Christopher M. Marks Sterling Investment Counsel LLC | 4,941 | $201,246.93 | $231,288.21 | $30,041.28 | 14.93% |
Mark Fiskio Empirical Asset Management LLC | 5,557 | $244,230.15 | $261,456.84 | $17,226.69 | 7.05% |
Timothy Gerlach Novem Group | 17,850 | $730,965.32 | $835,558.5 | $104,593.18 | 14.31% |
| MSN Melissa S. Nehrt Powers Advisory Group LLC | 15,801 | $756,742.53 | $739,644.81 | -$17,097.72 | -2.26% |