| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jaimie Palmer Beacon Capital Management LLC | 3,999 | $330,477.36 | $336,935.74 | $6,458.38 | 1.95% |
Randy T. Siegel Aletheian Wealth Advisors LLC | 3,206 | $230,494.8 | $264,543.09 | $34,048.29 | 14.77% |
| CS Catherine Salsman Paragon Private Wealth Management LLC | 3,062 | $260,474.5 | $257,452.96 | -$3,021.54 | -1.16% |
| DW Darren Woolson Asset Allocation Strategies LLC | 2,726 | $251,247.45 | $229,679.13 | -$21,568.32 | -8.58% |
Molly Crider Walker Asset Management LLC | 4,970 | $250,288.84 | $417,803.05 | $167,514.21 | 66.93% |
David K. Balsdon Harvest Portfolios Group Inc. | 355,259 | $24.11M | $29.77M | $5.66M | 23.46% |
| FFG Fiduciary Financial Group LLC Fiduciary Financial Group LLC | 12,466 | $794,322.32 | $1.04M | $247,024.99 | 31.1% |
Mark Fiskio Empirical Asset Management LLC | 13,130 | $929,209.93 | $1.09M | $164,125.17 | 17.66% |
Timothy Gerlach Novem Group | 4,866 | $351,453.98 | $405,191.82 | $53,737.84 | 15.29% |
Jim Clark Worth Asset Management LLC | 2,733 | $224,597.94 | $220,662.42 | -$3,935.52 | -1.75% |
| MSN Melissa S. Nehrt Powers Advisory Group LLC | 3,751 | $267,570.78 | $315,384.08 | $47,813.3 | 17.87% |
Daniel Ronan Catalyst Financial Partners LLC | 14,111 | $767,263.4 | $1.18M | $408,324.01 | 53.22% |
Amanda Hawley Atria Wealth Solutions Inc. | 31,269 | $1.47M | $2.59M | $1.11M | 75.69% |
Lincoln Bach Delap Wealth Advisory LLC | 17,987 | $924,233.32 | $1.49M | $567,428.59 | 61.39% |
Matthew Heller Willner & Heller LLC | 4,838 | $243,903.94 | $407,843.4 | $163,939.46 | 67.21% |
Gary M. Coon Finer Wealth Management Inc. | 3,187 | $223,854.88 | $264,297.91 | $40,443.03 | 18.07% |
Sean Murray Quantum Financial Advisors LLC | 4,983 | $298,601.27 | $417,625.23 | $119,023.96 | 39.86% |
Edward Lowndes Angeles Wealth Management LLC | 50,781 | $3.46M | $4.25M | $788,691.12 | 22.82% |
Angela Cox W Advisors LLC | 2,813 | $223,942.93 | $237,248.42 | $13,305.49 | 5.94% |
Kevin Zemann WealthPlan Investment Management LLC | 11,575 | $570,488.85 | $957,831.25 | $387,342.4 | 67.9% |