| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Billy DeFrance Lauterbach Financial Advisors LLC | 3,623 | $284,601.19 | $406,826.67 | $122,225.48 | 42.95% |
Kathryn Brown Morton Brown Family Wealth LLC | 578 | $42,644.84 | $64,903.62 | $22,258.78 | 52.2% |
Marshall McCormick Fingerlakes Wealth Management Inc. | 2,840 | $277,262.87 | $318,903.6 | $41,640.73 | 15.02% |
Jay Richards Investment Advisory Group LLC | 4,547 | $362,958.8 | $510,582.63 | $147,623.83 | 40.67% |
Samantha Pierangeli City State Bank | 48 | $3,390.24 | $5,389.92 | $1,999.68 | 58.98% |
W. Travis McKinney HB Wealth Management LLC | 8,257 | $809,066.39 | $927,178.53 | $118,112.14 | 14.6% |
Michelle McCarthy Vantage Financial Partners LLC | 23,586 | $2.25M | $2.65M | $398,727.2 | 17.72% |
William Jollie Quent Capital LLC | 96,105 | $7.57M | $10.98M | $3.42M | 45.18% |
| EM Erin Mccann Simplicity Wealth LLC | 5,805 | $560,717.73 | $651,843.45 | $91,125.72 | 16.25% |
Christopher Schurmann Summit Investment Advisory Services LLC | 3,083 | $316,161.06 | $346,190.07 | $30,029.01 | 9.5% |
Leanne Menzel Smallwood Wealth Investment Management LLC | 444 | $40,981.44 | $49,856.76 | $8,875.32 | 21.66% |
| SFL Safeguard Financial LLC Safeguard Financial LLC | 4,597 | $387,665.01 | $516,197.13 | $128,532.12 | 33.16% |
Michael Topley Lansing Street Advisors | 9,561 | $649,119.34 | $1.07M | $424,485.35 | 65.39% |
Mark Fiskio Empirical Asset Management LLC | 8,283 | $729,980.79 | $946,664.07 | $216,683.28 | 29.68% |
Timothy Low Forte Asset Management LLC | 5,288 | $353,661.44 | $593,789.52 | $240,128.08 | 67.9% |
Christopher Warner WARNER FINANCIAL Inc. | 1,890 | $208,183.5 | $212,228.1 | $4,044.6 | 1.94% |
Amanda Hawley Atria Wealth Solutions Inc. | 185,593 | $15.22M | $20.84M | $5.62M | 36.97% |
Lincoln Bach Delap Wealth Advisory LLC | 3,320 | $332,764 | $372,802.8 | $40,038.8 | 12.03% |
| LV Leah Vaden Redwood Financial Network Corp. | 4,542 | $446,572.97 | $519,105.18 | $72,532.21 | 16.24% |
Edward Lowndes Angeles Wealth Management LLC | 179 | $15,095.07 | $20,099.91 | $5,004.84 | 33.16% |