| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Dominic Corabi Wedmont Private Capital | 14,034 | $213,784.14 | $280,188.81 | $66,404.67 | 31.06% |
Cliff A. Demarest Consilium Wealth Advisory LLC | 16,000 | $131,680 | $322,000 | $190,320 | 144.53% |
Candace Cavalier Congress Wealth Management LLC / DE / | 40,778 | $757,275.96 | $816,171.67 | $58,895.71 | 7.78% |
Craig Kurth PCG Wealth Advisors LLC | 14,263 | $244,500.4 | $287,042.87 | $42,542.47 | 17.4% |
Jaclyn Gilbert SAXON INTERESTS Inc. | 23,651 | $329,180.04 | $475,621.61 | $146,441.57 | 44.49% |
| FCG Financial Connections Group Inc. Financial Connections Group Inc. | 1,501 | $20,225.62 | $30,185.11 | $9,959.49 | 49.24% |
William Liberti Wealth Effects LLC | 13,814 | $143,093.2 | $277,661.4 | $134,568.2 | 94.04% |
Michelle Johnston 1620 INVESTMENT ADVISORS Inc. | 163 | $2,998.77 | $3,304.01 | $305.24 | 10.18% |
Sara S. Alexander Sonora Investment Management Group LLC | 73,962 | $981,764.99 | $1.49M | $508,939.12 | 51.84% |
Timothy Tenneriello Oliver Lagore Vanvalin Investment Group | 5,022 | $73,496.17 | $101,620.17 | $28,124 | 38.27% |
David Mailloux WealthCare Investment Partners LLC | 11,821 | $226,017.52 | $238,252.25 | $12,234.73 | 5.41% |
Jonathan Yarger Yarger Wealth Strategies LLC | 21,952 | $321,540.88 | $439,040 | $117,499.12 | 36.54% |
Clint Dunn Beaird Harris Wealth Management LLC | 1,332 | $22,448.44 | $26,939.7 | $4,491.26 | 20.01% |
G. Adam Parmer Enhancing Capital LLC | 80,640 | $663,667.2 | $1.62M | $953,568 | 143.68% |
Raymond L. Eaton Primoris Wealth Advisors LLC | 15,000 | $207,000 | $300,600 | $93,600 | 45.22% |
Caroline Jankowski Operose Advisors LLC | 9,556 | $134,070.68 | $192,840.08 | $58,769.4 | 43.83% |
Ana-Maria Ignat Covestor Ltd | 205 | $2,459.44 | $4,075.4 | $1,615.96 | 65.7% |
Lonny Elfenbein West Michigan Advisors LLC | 16,739 | $280,278.84 | $337,290.85 | $57,012.01 | 20.34% |
Sean Reitenbach Prosperity Consulting Group LLC | 33,518 | $580,707.96 | $678,069.14 | $97,361.18 | 16.77% |
Kathleen Thornhill Confluence Wealth Services Inc. | 253,943 | $4.64M | $5.12M | $482,550.15 | 10.4% |