| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Tracy A. Zullo Zullo Investment Group Inc. | 182 | $198,527.42 | $251,564.03 | $53,036.61 | 26.72% |
Ana-Maria Ignat Covestor Ltd | 47 | $47,425.35 | $60,044.85 | $12,619.5 | 26.61% |
John Gorlow Cardiff Park Advisors LLC | 675 | $690,723.29 | $892,782.01 | $202,058.72 | 29.25% |
Daniel Flack Intrinsic Value Partners LLC | 416 | $215,587.84 | $575,003.51 | $359,415.67 | 166.71% |
Andrew Burkey Joseph Group Capital Management | 14 | $15,074.68 | $18,206.3 | $3,131.62 | 20.77% |
Sean Reitenbach Prosperity Consulting Group LLC | 214 | $291,125.6 | $279,244.32 | -$11,881.28 | -4.08% |
James Langer Redmont Wealth Advisors LLC | 5 | $5,201.2 | $6,911.1 | $1,709.9 | 32.88% |
Samantha Pierangeli City State Bank | 6 | $4,952 | $8,293.32 | $3,341.32 | 67.47% |
John Swift Benchmark Investment Advisors LLC | 355 | $348,870.87 | $463,232.4 | $114,361.53 | 32.78% |
W. Travis McKinney HB Wealth Management LLC | 1,670 | $1.36M | $2.31M | $949,087.47 | 69.83% |
| MPR Maureen P. Ruggiero Mendel Capital Management LLC | 1,516 | $801,479.74 | $2.1M | $1.29M | 161.45% |
William Jollie Quent Capital LLC | 333 | $223,149.01 | $425,424.17 | $202,275.16 | 90.65% |
| RFA Resurgent Financial Advisors LLC Resurgent Financial Advisors LLC | 3,132 | $3.67M | $4.14M | $473,216.15 | 12.9% |
Dalila Toledo Ascent Group LLC | 354 | $320,349.18 | $489,305.87 | $168,956.69 | 52.74% |
| EM Erin Mccann Simplicity Wealth LLC | 655 | $681,357.2 | $851,794.72 | $170,437.52 | 25.01% |
David T. Morgan High Net Worth Advisory Group LLC | 580 | $263,569.4 | $801,687.58 | $538,118.18 | 204.17% |
| HKI Hutchens & Kramer Investment Management Group LLC Hutchens & Kramer Investment Management Group LLC | 311 | $316,678.72 | $429,870.41 | $113,191.69 | 35.74% |
| CS Catherine Salsman Paragon Private Wealth Management LLC | 319 | $197,106.92 | $440,928.17 | $243,821.25 | 123.7% |
Daniel Ronan Catalyst Financial Partners LLC | 385 | $424,971.61 | $532,154.69 | $107,183.08 | 25.22% |
Amanda Hawley Atria Wealth Solutions Inc. | 326 | $307,054.21 | $450,603.71 | $143,549.5 | 46.75% |