| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Marshall McCormick Fingerlakes Wealth Management Inc. | 624 | $227,349.96 | $231,840.97 | $4,491.01 | 1.98% |
Jay Richards Investment Advisory Group LLC | 2,296 | $443,309.56 | $894,613.46 | $451,303.9 | 101.8% |
Brian Kellett Kellett Wealth Advisors LLC | 1,972 | $607,310.8 | $732,676.9 | $125,366.1 | 20.64% |
Sean Reitenbach Prosperity Consulting Group LLC | 17,664 | $4.53M | $6.56M | $2.03M | 44.86% |
Kathleen Thornhill Confluence Wealth Services Inc. | 18,219 | $3.78M | $6.77M | $2.98M | 78.87% |
James Langer Redmont Wealth Advisors LLC | 454 | $130,815.56 | $168,679.16 | $37,863.6 | 28.94% |
Samantha Pierangeli City State Bank | 907 | $157,535.54 | $336,986.79 | $179,451.25 | 113.91% |
Evan Shorten PARAGON FINANCIAL PARTNERS Inc. | 2,585 | $468,783.45 | $1.03M | $561,261.5 | 119.73% |
Christopher Pelch Vance Wealth LLC | 1,034 | $187,295.91 | $384,172.37 | $196,876.46 | 105.12% |
Brett Lee Planning Center Inc. | 931 | $234,158.44 | $345,903.75 | $111,745.31 | 47.72% |
| BFA Blackston Financial Advisory Group LLC Blackston Financial Advisory Group LLC | 1,261 | $391,194.3 | $468,511.95 | $77,317.65 | 19.76% |
Suzanne Hammer 5th Street Advisors LLC | 18,994 | $3.63M | $7.39M | $3.76M | 103.78% |
| TA Thomas Anderton 626 Financial LLC | 3,445 | $579,120.68 | $1.28M | $700,834.65 | 121.02% |
Morgan Christen Spinnaker Investment Group LLC | 742 | $266,715.13 | $275,682.69 | $8,967.56 | 3.36% |
Randy D. Kurtz Upper Left Wealth Management LLC | 3,272 | $596,691.47 | $1.22M | $618,987.44 | 103.74% |
Brenda Bickle Adamsbrown Wealth Consultants LLC | 1,801 | $439,731.05 | $669,143.56 | $229,412.51 | 52.17% |
W. Travis McKinney HB Wealth Management LLC | 68,661 | $18.22M | $25.51M | $7.29M | 39.98% |
| JF Joshua Frierdich Mid-American Wealth Advisory Group Inc. | 1,602 | $461,600.28 | $595,207.1 | $133,606.82 | 28.94% |
| MC mike Chen Byrne Asset Management LLC | 2,581 | $889,539.39 | $1.01M | $116,121.48 | 13.05% |
Roger Wittlin Roger Wittlin Investment Advisory LLC | 4,399 | $1.02M | $1.63M | $612,983.04 | 60.01% |