| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| FCG Financial Connections Group Inc. Financial Connections Group Inc. | 120 | $37,040.4 | $52,196.4 | $15,156 | 40.92% |
William Liberti Wealth Effects LLC | 1,569 | $346,246.92 | $681,840.33 | $335,593.41 | 96.92% |
Michelle Johnston 1620 INVESTMENT ADVISORS Inc. | 148 | $45,683.16 | $64,059.58 | $18,376.42 | 40.23% |
Richard Ahl, Jr. AHL INVESTMENT MANAGEMENT Inc. | 633 | $175,657.5 | $275,810.76 | $100,153.26 | 57.02% |
Jeffrey Kearns Kearns & Associates LLC | 549 | $208,038.06 | $236,684.88 | $28,646.82 | 13.77% |
Jennifer Carlson Gould Capital LLC | 238 | $72,991.62 | $103,489.54 | $30,497.92 | 41.78% |
Penny A. Phillips Journey Strategic Wealth LLC | 1,806 | $684,365.64 | $779,695.35 | $95,329.71 | 13.93% |
Caroline Jankowski Operose Advisors LLC | 49 | $18,568.06 | $21,154.77 | $2,586.71 | 13.93% |
Billy DeFrance Lauterbach Financial Advisors LLC | 1,089 | $298,234.4 | $474,439.18 | $176,204.78 | 59.08% |
John Gorlow Cardiff Park Advisors LLC | 55 | $12,337.83 | $23,840.85 | $11,503.02 | 93.23% |
W. Travis McKinney HB Wealth Management LLC | 80,702 | $17.64M | $35.25M | $17.6M | 99.76% |
Tim Burch UNC Management Company Inc. | 529,017 | $160.78M | $228.47M | $67.69M | 42.1% |
Sue Cox BetterWealth LLC | 698 | $272,249.96 | $303,630 | $31,380.04 | 11.53% |
Allison Tronnes Forum Financial Management LP | 1,864 | $539,167.03 | $807,950.8 | $268,783.77 | 49.85% |
Timothy R. Guthrie Bullseye Investment Management LLC | 3 | $1,160.55 | $1,302.64 | $142.09 | 12.24% |
Dalila Toledo Ascent Group LLC | 2,022 | $642,568.32 | $872,867.07 | $230,298.75 | 35.84% |
Michael Hartman NORTHEAST PLANNING ASSOCIATES Inc. / NH / | 2,210 | $738,692.5 | $963,029.6 | $224,337.1 | 30.37% |
Nichole Raftopoulos Nvest Financial LLC | 5,582 | $1.47M | $2.44M | $964,578.61 | 65.53% |
Chad Soukup jvl associates LLC | 29,127 | $4.61M | $12.72M | $8.11M | 175.97% |
Thomas Mason Mason & Associates Inc. | 1,983 | $550,882.19 | $865,212.64 | $314,330.45 | 57.06% |