| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| LMJ Louis Melone Jr. Melone Private Wealth LLC | 3,506 | $409,033.42 | $663,861.14 | $254,827.72 | 62.3% |
| ECD Elizabeth C. DeWan WMG Financial Advisors LLC | 1,274 | $239,626.65 | $246,085.84 | $6,459.19 | 2.7% |
Taylor Jobe MKT Advisors LLC | 1,465 | $220,335.99 | $281,162.8 | $60,826.81 | 27.61% |
Seth Scher Matrix Private Capital Group LLC | 406 | $62,974.66 | $77,976.36 | $15,001.7 | 23.82% |
Nabeed Zaman Eagle Strategies LLC | 19,061 | $2.41M | $3.61M | $1.2M | 49.76% |
Jason Whitby Stone Summit Wealth LLC | 3,661 | $585,765.85 | $700,294.38 | $114,528.53 | 19.55% |
David Mailloux WealthCare Investment Partners LLC | 2,373 | $274,556.69 | $454,061.68 | $179,504.99 | 65.38% |
Dave Reichert Echo45 Advisors LLC | 2,113 | $398,744.25 | $407,914.65 | $9,170.4 | 2.3% |
Ryan Gough Perfromance Wealth Partners LLC | 1,389 | $210,187.05 | $265,799.04 | $55,611.99 | 26.46% |
Timothy Carne SFG Wealth Management LLC | 1,942 | $225,731.04 | $375,301.21 | $149,570.17 | 66.26% |
Clint Dunn Beaird Harris Wealth Management LLC | 84 | $15,799.56 | $15,924.72 | $125.16 | 0.79% |
| CWA Consilio Wealth Advisors LLC Consilio Wealth Advisors LLC | 5,327 | $616,326.6 | $1.03M | $412,636.72 | 66.95% |
Caroline Jankowski Operose Advisors LLC | 1,039 | $168,393.01 | $196,958.03 | $28,565.02 | 16.96% |
Kathryn Brown Morton Brown Family Wealth LLC | 471 | $46,765.55 | $89,687.82 | $42,922.27 | 91.78% |
Marshall McCormick Fingerlakes Wealth Management Inc. | 1,698 | $265,072.93 | $328,130.01 | $63,057.08 | 23.79% |
Jay Richards Investment Advisory Group LLC | 1,338 | $220,648.46 | $255,939.33 | $35,290.87 | 15.99% |
Sean Reitenbach Prosperity Consulting Group LLC | 6,983 | $1.03M | $1.33M | $293,154.39 | 28.37% |
Samantha Pierangeli City State Bank | 30 | $2,445.6 | $5,680.5 | $3,234.9 | 132.27% |
W. Travis McKinney HB Wealth Management LLC | 25,200 | $2.82M | $4.86M | $2.04M | 72.48% |
| JRS James RG Skjong Ulland Investment Advisors LLC | 5,005 | $579,754.4 | $956,005.05 | $376,250.65 | 64.9% |