| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Caroline Jankowski Operose Advisors LLC | 104,975 | $2.83M | $4.46M | $1.63M | 57.76% |
| CC Cheung Chan Chemistry Wealth Management LLC | 7,018 | $217,698.36 | $300,616.03 | $82,917.67 | 38.09% |
| JBS Joseph Blane Shea Horizon Family Wealth Inc. | 12,944 | $370,061.66 | $547,337.04 | $177,275.38 | 47.9% |
Samantha Pierangeli City State Bank | 4,114 | $127,616.28 | $175,297.54 | $47,681.26 | 37.36% |
W. Travis McKinney HB Wealth Management LLC | 5,794 | $228,573.3 | $245,144.14 | $16,570.84 | 7.25% |
| MPR Maureen P. Ruggiero Mendel Capital Management LLC | 5,113 | $217,586.68 | $216,177.64 | -$1,409.04 | -0.65% |
Michelle McCarthy Vantage Financial Partners LLC | 185,536 | $5.83M | $7.94M | $2.11M | 36.26% |
| LWL Leo Wealth LLC Leo Wealth LLC | 11,750 | $357,151.53 | $499,727.5 | $142,575.97 | 39.92% |
| EM Erin Mccann Simplicity Wealth LLC | 104,812 | $3.9M | $4.43M | $522,986.28 | 13.4% |
| MFA Millington Financial Advisors LLC Millington Financial Advisors LLC | 6,700 | $264,315 | $286,793.5 | $22,478.5 | 8.5% |
Scott Williams Investmark Advisory Group LLC | 17,640 | $429,251.72 | $755,080.2 | $325,828.48 | 75.91% |
Timothy Low Forte Asset Management LLC | 199,914 | $5.48M | $8.46M | $2.97M | 54.21% |
| MSN Melissa S. Nehrt Powers Advisory Group LLC | 5,357 | $227,794.82 | $229,065.32 | $1,270.5 | 0.56% |
Daniel Ronan Catalyst Financial Partners LLC | 29,633 | $1.16M | $1.26M | $96,336.56 | 8.27% |
Amanda Hawley Atria Wealth Solutions Inc. | 38,544 | $1.09M | $1.63M | $540,125.25 | 49.52% |
Edward Lowndes Angeles Wealth Management LLC | 182,000 | $7.18M | $7.75M | $566,020 | 7.88% |
Michael Stulic Astoria Portfolio Advisors LLC | 73,382 | $2.85M | $3.12M | $272,818.87 | 9.57% |
Leonid Berline ARMSTRONG ADVISORY GROUP Inc. | 21,081 | $755,541.47 | $891,620.89 | $136,079.42 | 18.01% |
John DeMarco Trajan Wealth LLC | 52,137 | $1.62M | $2.23M | $613,912.96 | 37.96% |
| BFG Bleakley Financial Group LLC Bleakley Financial Group LLC | 12,362 | $334,662.87 | $521,923.64 | $187,260.77 | 55.96% |