| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
M. Katherine Pieper Unionview LLC | 4,265 | $271,291.58 | $446,545.5 | $175,253.92 | 64.6% |
| HKP Holly Kathleen Pizzi Leverty Financial Group LLC | 3,788 | $299,229.72 | $396,603.6 | $97,373.88 | 32.54% |
Adam K. Wright Kathleen S. Wright Associates Inc. | 327 | $29,174.94 | $34,236.9 | $5,061.96 | 17.35% |
Jennifer Carlson Gould Capital LLC | 1,887 | $149,840.28 | $203,192.16 | $53,351.88 | 35.61% |
Joshua Moeller Hill Island Financial LLC | 3,675 | $335,741.76 | $393,555.75 | $57,813.99 | 17.22% |
Ana-Maria Ignat Covestor Ltd | 1,739 | $137,817.5 | $187,255.52 | $49,438.02 | 35.87% |
Kathryn Brown Morton Brown Family Wealth LLC | 6,229 | $448,842.11 | $652,176.3 | $203,334.19 | 45.3% |
Marshall McCormick Fingerlakes Wealth Management Inc. | 7,731 | $646,800.55 | $809,435.7 | $162,635.15 | 25.14% |
Brian Kellett Kellett Wealth Advisors LLC | 2,295 | $235,948.95 | $240,286.5 | $4,337.55 | 1.84% |
Sean Reitenbach Prosperity Consulting Group LLC | 7,053 | $683,186.85 | $758,973.33 | $75,786.48 | 11.09% |
Kathleen Thornhill Confluence Wealth Services Inc. | 3,839 | $332,304.37 | $401,943.3 | $69,638.93 | 20.96% |
W. Travis McKinney HB Wealth Management LLC | 92,931 | $8.05M | $9.73M | $1.68M | 20.92% |
| MPR Maureen P. Ruggiero Mendel Capital Management LLC | 12,742 | $1.01M | $1.33M | $323,229.67 | 31.98% |
Russell Mohberg Regatta Capital Group LLC | 9,943 | $704,144.28 | $1.07M | $365,821.95 | 51.95% |
| AG Alan Gilmore Financial Futures Ltd. Liability Co. | 2,156 | $205,116.86 | $225,733.2 | $20,616.34 | 10.05% |
Michael O'Connor Capasso Planning Partners LLC | 6,071 | $445,064.29 | $652,936.05 | $207,871.76 | 46.71% |
William Jollie Quent Capital LLC | 63,623 | $4.48M | $6.85M | $2.37M | 52.93% |
Michael Byun SageView Advisory Group LLC | 29,204 | $2.46M | $3.14M | $686,875.27 | 27.95% |
Daniel Bennett APS Management Group Inc. | 2,741 | $254,916.34 | $286,982.7 | $32,066.36 | 12.58% |
Randy Smith Fairway Financial LLC | 2,467 | $220,580.05 | $258,294.9 | $37,714.85 | 17.1% |