| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| LCB Lawrence C. Busch Sage Capital Management, LLC | 3,372 | $399,400.85 | $536,889.84 | $137,488.99 | 34.42% |
| DWM Diversify Wealth Management LLC DIVERSIFY WEALTH MANAGEMENT, LLC | 2,486 | $380,410.53 | $392,663.7 | $12,253.17 | 3.22% |
David Archibald Squire Investment Management Company, LLC | 9,666 | $1.23M | $1.53M | $297,881.91 | 24.24% |
Andrew Bowers BridgePort Financial Solutions, LLC | 1,497 | $204,241.02 | $238,210.12 | $33,969.1 | 16.63% |
| DMR Donna M Ryberg Smith Thornton Advisors LLC | 3,077 | $372,255.16 | $489,766.09 | $117,510.93 | 31.57% |
Jane King Fairfield Financial Advisors, LTD | 2,076 | $295,093.09 | $330,343.5 | $35,250.41 | 11.95% |
Samantha Cox Capital Investment Counsel, LLC | 2,429 | $330,874.98 | $386,514.62 | $55,639.64 | 16.82% |
Lifewealth Investments LLC LifeWealth Investments, LLC | 1,500 | $213,150 | $239,602.5 | $26,452.5 | 12.41% |
Greg Reidy Granite FO LLC | 15,587 | $1.93M | $2.44M | $511,291.15 | 26.5% |
Michael W. Mustico MUSTICO FINANCIAL GROUP, INC. | 1,808 | $257,493.19 | $285,519.36 | $28,026.17 | 10.88% |
John Gallagher Gallagher Capital Advisors, LLC | 31,892 | $4.98M | $5.04M | $56,833.02 | 1.14% |
Bryan Gort Quest 10 Wealth Builders, Inc. | 4,231 | $555,502.16 | $672,729 | $117,226.84 | 21.1% |
Paul V. Ryan Jr FLAGSHIP WEALTH ADVISORS, LLC | 9,326 | $1.25M | $1.48M | $227,010.96 | 18.12% |
Taryn Anderson YANKCOM Partnership | 1,450 | $190,370.5 | $229,013 | $38,642.5 | 20.3% |
David Levy Diversified Enterprises LLC | 1,379 | $184,444.36 | $219,192.05 | $34,747.69 | 18.84% |
Pines Wealth Management LLC Pines Wealth Management LLC | 3,273 | $425,308.27 | $522,436.26 | $97,127.99 | 22.84% |
Matthew Riley Hickory Point Bank & Trust | 1,698 | $222,930 | $269,523.54 | $46,593.54 | 20.9% |
Code Waechter LLC Code Waechter LLC | 7,120 | $962,019.4 | $1.13M | $170,487.8 | 17.72% |
Seneschal Advisors LLC Seneschal Advisors LLC | 343 | $48,741 | $54,543.86 | $5,802.86 | 11.91% |
BluePointe Capital Management LLC BluePointe Capital Management LLC | 15,568 | $2.02M | $2.49M | $470,133.7 | 23.31% |