| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Ana-Maria Ignat Covestor Ltd | 1,728 | $136,686.59 | $179,176.32 | $42,489.73 | 31.09% |
Kathryn Brown Morton Brown Family Wealth LLC | 6,221 | $448,019.63 | $645,179.91 | $197,160.28 | 44.01% |
Marshall McCormick Fingerlakes Wealth Management Inc. | 5,985 | $467,294.29 | $620,704.35 | $153,410.06 | 32.83% |
| SR Sean Reitenbach Prosperity Consulting Group LLC | 5,832 | $557,655.84 | $604,836.72 | $47,180.88 | 8.46% |
Kathleen Thornhill Confluence Wealth Services Inc. | 3,746 | $322,743.04 | $384,564.36 | $61,821.32 | 19.15% |
| WTM W. Travis McKinney HB Wealth Management LLC | 92,931 | $8.05M | $9.54M | $1.5M | 18.6% |
| MPR Maureen P. Ruggiero Mendel Capital Management LLC | 12,739 | $1.01M | $1.31M | $297,236.44 | 29.41% |
| RM Russell Mohberg Regatta Capital Group LLC | 9,869 | $696,536.34 | $1.01M | $316,615.2 | 45.46% |
| AG Alan Gilmore Financial Futures Ltd. Liability Co. | 2,431 | $231,266.61 | $249,566.46 | $18,299.85 | 7.91% |
Jeremy Baltz Raleigh Capital Management Inc. | 5 | $478.1 | $513.47 | $35.37 | 7.4% |
| MO Michael O'Connor Capasso Planning Partners LLC | 6,069 | $444,858.67 | $623,043.54 | $178,184.87 | 40.05% |
| WJ William Jollie Quent Capital LLC | 63,997 | $4.51M | $6.57M | $2.06M | 45.8% |
Michael Byun SageView Advisory Group LLC | 36,227 | $3.05M | $3.72M | $672,114.23 | 22.04% |
Daniel Bennett APS Management Group Inc. | 2,741 | $254,916.34 | $281,870.73 | $26,954.39 | 10.57% |
| RS Randy Smith Fairway Financial LLC | 2,467 | $220,580.05 | $253,348.56 | $32,768.51 | 14.86% |
Mark Astrinos Libra Wealth LLC | 6,149 | $447,745.98 | $631,594.53 | $183,848.55 | 41.06% |
Christopher Warner WARNER FINANCIAL Inc. | 4,082 | $301,810.02 | $419,282.63 | $117,472.61 | 38.92% |
Amanda Hawley Atria Wealth Solutions Inc. | 2,533 | $206,920.77 | $260,620.37 | $53,699.6 | 25.95% |
| EL Edward Lowndes Angeles Wealth Management LLC | 784 | $69,948.48 | $80,626.64 | $10,678.16 | 15.27% |
Benjamin Cauley Carr Financial Group Corp. | 11,933 | $873,500.31 | $1.23M | $353,690.6 | 40.49% |