| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| SFL Safeguard Financial LLC Safeguard Financial LLC | 7,752 | $588,781.44 | $862,022.4 | $273,240.96 | 46.41% |
| CS Catherine Salsman Paragon Private Wealth Management LLC | 11,901 | $1.09M | $1.32M | $229,633.22 | 20.99% |
Adam Grossman Mayport LLC | 1,855 | $206,665.55 | $207,426.1 | $760.55 | 0.37% |
| BAW Boyce & Associates Wealth Consulting Inc. Boyce & Associates Wealth Consulting Inc. | 6,502 | $808,068.56 | $723,022.4 | -$85,046.16 | -10.52% |
Timothy Dempsey DHK Financial Advisors Inc. | 3,249 | $317,687.22 | $361,288.8 | $43,601.58 | 13.72% |
Bryan Kupchik Capstone Wealth Management Group LLC | 3,292 | $366,805.96 | $366,070.4 | -$735.56 | -0.2% |
Molly Crider Walker Asset Management LLC | 132,499 | $5.82M | $14.73M | $8.92M | 153.36% |
Brian Levy West Wealth Group LLC | 7,100 | $491,714.92 | $794,987 | $303,272.08 | 61.68% |
David K. Balsdon Harvest Portfolios Group Inc. | 193,447 | $13.67M | $21.51M | $7.84M | 57.34% |
| CMD Chris M. Denholm Objective Capital Management LLC | 1,872 | $232,652.16 | $208,166.4 | -$24,485.76 | -10.52% |
| MFA Millington Financial Advisors LLC Millington Financial Advisors LLC | 2,694 | $249,195.36 | $301,243.08 | $52,047.72 | 20.89% |
| BPN Brent P. Nicks Strategic Planning Inc. | 5,609 | $495,501.52 | $623,720.8 | $128,219.28 | 25.88% |
| FFG Fiduciary Financial Group LLC Fiduciary Financial Group LLC | 4,241 | $354,565.15 | $471,599.2 | $117,034.05 | 33.01% |
Christopher M. Marks Sterling Investment Counsel LLC | 35,483 | $3.56M | $3.95M | $383,086.39 | 10.75% |
Michael Topley Lansing Street Advisors | 4,618 | $318,708.53 | $513,521.6 | $194,813.07 | 61.13% |
Mark Fiskio Empirical Asset Management LLC | 18,924 | $1.47M | $2.13M | $660,612.47 | 44.9% |
Timothy Gerlach Novem Group | 64,091 | $5.81M | $7.13M | $1.32M | 22.76% |
Christopher Warner WARNER FINANCIAL Inc. | 2,994 | $203,179.24 | $332,932.8 | $129,753.56 | 63.86% |
Jim Clark Worth Asset Management LLC | 6,086 | $602,852.26 | $676,763.2 | $73,910.94 | 12.26% |
| MSN Melissa S. Nehrt Powers Advisory Group LLC | 29,919 | $1.47M | $3.33M | $1.86M | 126.23% |