| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Kristen Williams Athena Investment Management | 9,520 | $812,079.4 | $1.78M | $970,397.8 | 119.5% |
Leanne Menzel Smallwood Wealth Investment Management LLC | 1,164 | $126,250.16 | $214,234.2 | $87,984.04 | 69.69% |
Jaimie Palmer Beacon Capital Management LLC | 4,427 | $445,632.97 | $829,486.99 | $383,854.02 | 86.14% |
| SFL Safeguard Financial LLC Safeguard Financial LLC | 5,510 | $537,079.36 | $1.04M | $505,137.14 | 94.05% |
| CS Catherine Salsman Paragon Private Wealth Management LLC | 1,766 | $175,448.32 | $328,016.84 | $152,568.52 | 86.96% |
| DW Darren Woolson Asset Allocation Strategies LLC | 2,980 | $342,489.18 | $558,362.6 | $215,873.42 | 63.03% |
| SBL Semitam Bonam LLC Semitam Bonam LLC | 3,350 | $424,160.25 | $629,632.5 | $205,472.25 | 48.44% |
Brian Levy West Wealth Group LLC | 1,097 | $209,010.9 | $203,756.78 | -$5,254.12 | -2.51% |
| CMD Chris M. Denholm Objective Capital Management LLC | 14,513 | $1.41M | $2.74M | $1.33M | 94.43% |
Mark Astrinos Libra Wealth LLC | 3,950 | $420,759.25 | $742,718.5 | $321,959.25 | 76.52% |
| FFG Fiduciary Financial Group LLC Fiduciary Financial Group LLC | 2,553 | $486,398 | $472,458.18 | -$13,939.82 | -2.87% |
Christopher M. Marks Sterling Investment Counsel LLC | 2,592 | $355,654.56 | $481,256.64 | $125,602.08 | 35.32% |
Scott Williams Investmark Advisory Group LLC | 6,734 | $588,909.99 | $1.26M | $669,472.59 | 113.68% |
Mark Fiskio Empirical Asset Management LLC | 6,135 | $626,940.83 | $1.13M | $506,132.32 | 80.73% |
Timothy Gerlach Novem Group | 1,176 | $224,236 | $217,195.44 | -$7,040.56 | -3.14% |
Christopher Warner WARNER FINANCIAL Inc. | 7,097 | $627,355.5 | $1.33M | $698,860.89 | 111.4% |
Amanda Hawley Atria Wealth Solutions Inc. | 151,292 | $12.11M | $28.62M | $16.51M | 136.28% |
Lincoln Bach Delap Wealth Advisory LLC | 3,692 | $454,170.86 | $677,371.24 | $223,200.38 | 49.14% |
| LV Leah Vaden Redwood Financial Network Corp. | 26,659 | $2.14M | $4.95M | $2.81M | 131.22% |
Matthew Heller Willner & Heller LLC | 2,273 | $221,782.6 | $423,937.23 | $202,154.63 | 91.15% |