| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Stefan Demuth Ameliora Wealth Management Ltd. | 342 | $125,080.51 | $256,151.15 | $131,070.64 | 104.79% |
Eric Lai Archvest Wealth Advisors Inc. | 270 | $146,634.42 | $196,785.45 | $50,151.03 | 34.2% |
| CC Cheung Chan Chemistry Wealth Management LLC | 888 | $309,914.35 | $665,094.22 | $355,179.87 | 114.61% |
| JK Joshua Kirby Guardian Wealth Management Inc. | 6,581 | $3.47M | $4.78M | $1.32M | 37.94% |
| AE Alexis Eubanks TILIA FIDUCIARY PARTNERS Inc. | 416 | $95,016.84 | $307,573.76 | $212,556.92 | 223.7% |
Marshall McCormick Fingerlakes Wealth Management Inc. | 1,151 | $262,490.23 | $847,118.73 | $584,628.5 | 222.72% |
Jay Richards Investment Advisory Group LLC | 370 | $275,318.48 | $277,122.59 | $1,804.11 | 0.66% |
| CB Catherine Bluvol Next Level Private LLC | 1,190 | $348,035.56 | $891,286.18 | $543,250.62 | 156.09% |
Brian Kellett Kellett Wealth Advisors LLC | 379 | $277,780.64 | $278,807.56 | $1,026.92 | 0.37% |
Andrew Burkey Joseph Group Capital Management | 145 | $85,402.66 | $108,602.1 | $23,199.44 | 27.16% |
Sean Reitenbach Prosperity Consulting Group LLC | 3,858 | $1.45M | $2.89M | $1.44M | 98.68% |
Kathleen Thornhill Confluence Wealth Services Inc. | 9,423 | $4.96M | $7.06M | $2.1M | 42.39% |
James Langer Redmont Wealth Advisors LLC | 129 | $44,238.09 | $96,618.42 | $52,380.33 | 118.41% |
Bill McVay Red Tortoise LLC | 17 | $4,409.18 | $12,732.66 | $8,323.48 | 188.78% |
Cole Bruner Buska Wealth Management LLC | 394 | $225,466 | $286,359.2 | $60,893.2 | 27.01% |
Samantha Pierangeli City State Bank | 3,843 | $996,273.89 | $2.81M | $1.82M | 182.43% |
Christopher Pelch Vance Wealth LLC | 525 | $318,682.75 | $393,214.5 | $74,531.75 | 23.39% |
Roger Steed KRS Capital Management LLC | 375 | $214,826.25 | $280,867.5 | $66,041.25 | 30.74% |
Brett Lee Planning Center Inc. | 1,666 | $559,631.79 | $1.21M | $653,341.16 | 116.74% |
| BFA Blackston Financial Advisory Group LLC Blackston Financial Advisory Group LLC | 553 | $412,808.34 | $407,549.94 | -$5,258.4 | -1.27% |