| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Marshall McCormick Fingerlakes Wealth Management Inc. | 6,760 | $2.34M | $3.54M | $1.2M | 51.22% |
Brian Kellett Kellett Wealth Advisors LLC | 1,101 | $414,696.17 | $577,276.33 | $162,580.16 | 39.2% |
Sean Reitenbach Prosperity Consulting Group LLC | 919 | $427,674.93 | $481,850.09 | $54,175.16 | 12.67% |
Brett Lee Planning Center Inc. | 425 | $222,015.75 | $222,836 | $820.25 | 0.37% |
Brenda Bickle Adamsbrown Wealth Consultants LLC | 412 | $215,224.68 | $216,019.84 | $795.16 | 0.37% |
W. Travis McKinney HB Wealth Management LLC | 12,446 | $5.2M | $6.53M | $1.32M | 25.41% |
Mark Perrault Intergy Private Wealth LLC | 10,125 | $3.84M | $5.31M | $1.47M | 38.32% |
Taylor Fairman Eagle Rock Investment Company LLC | 1,525 | $554,063 | $799,588.02 | $245,525.02 | 44.31% |
Brian O'Rourke O'ROURKE & COMPANY Inc. | 786 | $309,269.02 | $412,115.53 | $102,846.51 | 33.25% |
| GBW Granite Bay Wealth Management LLC Granite Bay Wealth Management LLC | 876 | $406,236.24 | $459,304.32 | $53,068.08 | 13.06% |
Timothy Taylor TCM Advisors LLC | 11 | $4,720.88 | $5,767.52 | $1,046.64 | 22.17% |
| AG Alan Gilmore Financial Futures Ltd. Liability Co. | 1,592 | $587,995.55 | $834,717.46 | $246,721.91 | 41.96% |
Courtney Lawson Autumn Glory Partners LLC | 7,588 | $2.7M | $3.98M | $1.28M | 47.47% |
Allison Tronnes Forum Financial Management LP | 1,129 | $425,492.48 | $591,957.29 | $166,464.81 | 39.12% |
| LWL Leo Wealth LLC Leo Wealth LLC | 4,827 | $1.9M | $2.53M | $631,692.77 | 33.26% |
| SMP Sotirios Mike Pappas Mystic Asset Management Inc. | 562 | $215,866.35 | $294,667.85 | $78,801.5 | 36.5% |
Richard A. Flora Key Client Fiduciary Advisors LLC | 1,438 | $477,489.05 | $753,972.17 | $276,483.12 | 57.9% |
Missy Straw Nilsine Partners LLC | 402 | $210,001 | $210,776.64 | $775.64 | 0.37% |
| EM Erin Mccann Simplicity Wealth LLC | 3,011 | $1.57M | $1.62M | $47,649.14 | 3.03% |
Michael Byun SageView Advisory Group LLC | 414 | $199,107 | $217,068.48 | $17,961.48 | 9.02% |