| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Marshall McCormick Fingerlakes Wealth Management Inc. | 624 | $227,349.96 | $238,037.28 | $10,687.32 | 4.7% |
Jay Richards Investment Advisory Group LLC | 2,296 | $443,309.56 | $863,273.02 | $419,963.46 | 94.73% |
Brian Kellett Kellett Wealth Advisors LLC | 2,395 | $768,406.12 | $916,590.43 | $148,184.31 | 19.28% |
Sean Reitenbach Prosperity Consulting Group LLC | 18,663 | $4.9M | $7.02M | $2.12M | 43.25% |
Kathleen Thornhill Confluence Wealth Services Inc. | 18,219 | $3.78M | $6.85M | $3.07M | 81.02% |
James Langer Redmont Wealth Advisors LLC | 454 | $130,815.56 | $170,699.46 | $39,883.9 | 30.49% |
Samantha Pierangeli City State Bank | 907 | $157,535.54 | $345,136.17 | $187,600.63 | 119.08% |
Evan Shorten PARAGON FINANCIAL PARTNERS Inc. | 2,585 | $468,783.45 | $984,859.15 | $516,075.7 | 110.09% |
Christopher Pelch Vance Wealth LLC | 1,034 | $187,295.91 | $388,773.66 | $201,477.75 | 107.57% |
Brett Lee Planning Center Inc. | 931 | $234,158.44 | $354,794.79 | $120,636.35 | 51.52% |
| BFA Blackston Financial Advisory Group LLC Blackston Financial Advisory Group LLC | 1,351 | $424,348.5 | $514,994.44 | $90,645.94 | 21.36% |
Suzanne Hammer 5th Street Advisors LLC | 18,994 | $3.63M | $7.22M | $3.6M | 99.22% |
| TA Thomas Anderton 626 Financial LLC | 3,445 | $579,120.68 | $1.3M | $716,164.87 | 123.66% |
Morgan Christen Spinnaker Investment Group LLC | 750 | $269,761.85 | $286,252.51 | $16,490.66 | 6.11% |
Randy D. Kurtz Upper Left Wealth Management LLC | 3,516 | $689,616.43 | $1.32M | $632,364.37 | 91.7% |
Brenda Bickle Adamsbrown Wealth Consultants LLC | 1,801 | $439,731.05 | $687,387.69 | $247,656.64 | 56.32% |
W. Travis McKinney HB Wealth Management LLC | 79,173 | $22.1M | $30.3M | $8.2M | 37.12% |
| JF Joshua Frierdich Mid-American Wealth Advisory Group Inc. | 1,602 | $461,600.28 | $608,792.04 | $147,191.76 | 31.89% |
| MC mike Chen Byrne Asset Management LLC | 2,419 | $842,860.71 | $909,519.79 | $66,659.08 | 7.91% |
Roger Wittlin Roger Wittlin Investment Advisory LLC | 4,399 | $1.02M | $1.67M | $651,870.16 | 63.82% |