| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Ashley Goggins Hidden Cove Wealth Management LLC | 148,674 | $8.29M | $9.26M | $976,328.58 | 11.78% |
Michaela Herlihy BEACON FINANCIAL PLANNING Inc. | 9,297 | $560,526 | $579,296.07 | $18,770.07 | 3.35% |
Vincent Incerto LaSalle St. Investment Advisors LLC | 9,803 | $535,562.96 | $610,824.93 | $75,261.97 | 14.05% |
Beth Zilka Baron Wealth Management LLC | 6,943 | $327,778.58 | $432,618.33 | $104,839.75 | 31.98% |
Kelly F. Taylor Whitaker-Myers Wealth Managers Ltd. | 432,402 | $23.58M | $26.94M | $3.36M | 14.26% |
Jacob Going Alpine Bank Wealth Management | 127,504 | $6.26M | $7.94M | $1.68M | 26.84% |
Joe-Ben O'Banion TITLEIST ASSET MANAGEMENT, LLC | 237,623 | $11.26M | $14.42M | $3.15M | 28% |
John Hayes LongView Wealth Management | 25,504 | $1.45M | $1.55M | $100,164.63 | 6.92% |
Alicia Fuschak Avid Wealth Partners LLC | 178,938 | $9.93M | $10.86M | $929,012.56 | 9.36% |
Denise Reinert CGC Financial Services, LLC | 22,278 | $1.05M | $1.35M | $299,655.37 | 28.49% |
Christopher C. Powers Farther Finance Advisors, LLC | 38,599 | $2.09M | $2.34M | $246,808.43 | 11.78% |
Kevin Bresler TD Waterhouse Canada Inc. | 8,073 | $469,788.12 | $489,788.91 | $20,000.79 | 4.26% |
James Rankin Modern Wealth Management, LLC | 457,489 | $25.55M | $28.94M | $3.39M | 13.25% |
Uptick Partners LLC UPTICK PARTNERS, LLC | 5,481 | $306,928.58 | $344,261.61 | $37,333.03 | 12.16% |
PETER KRUSSEL Southland Equity Partners LLC | 19,095 | $714,163.42 | $1.16M | $444,330.23 | 62.22% |
| KM Keith Mahan StoneCrest Wealth Management, Inc. | 224,418 | $11.71M | $13.62M | $1.91M | 16.31% |
Joshua Stipcich Tidemark, LLC | 174,610 | $9.16M | $10.97M | $1.81M | 19.75% |
Christian J. Cyr Cyr Financial Inc. | 199,919 | $10.45M | $12.13M | $1.67M | 16.02% |
Angela Mari Abich Financial Wealth Management LLC | 300 | $16,197 | $18,201 | $2,004 | 12.37% |
Jennifer Lutz Trademark Financial Management, LLC | 156,389 | $7.98M | $9.49M | $1.5M | 18.85% |