| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Stefan Demuth Ameliora Wealth Management Ltd. | 4,068 | $1.12M | $1.18M | $51,759.39 | 4.6% |
Marshall McCormick Fingerlakes Wealth Management Inc. | 9,468 | $2.36M | $2.77M | $410,836.39 | 17.42% |
Sean Reitenbach Prosperity Consulting Group LLC | 246,540 | $65.08M | $70.75M | $5.67M | 8.71% |
Kathleen Thornhill Confluence Wealth Services Inc. | 3,682 | $856,860.62 | $1.06M | $198,216.48 | 23.13% |
Gery Sadzewicz Forum Private Client Group LLC | 90,802 | $17.88M | $26.42M | $8.54M | 47.78% |
| TA Thomas Anderton 626 Financial LLC | 27,291 | $5.62M | $7.95M | $2.33M | 41.48% |
W. Travis McKinney HB Wealth Management LLC | 1,627 | $371,379.93 | $475,588.37 | $104,208.44 | 28.06% |
| MC mike Chen Byrne Asset Management LLC | 25 | $4,942.8 | $7,174.5 | $2,231.7 | 45.15% |
Michelle McCarthy Vantage Financial Partners LLC | 6,336 | $1.4M | $1.83M | $433,457.7 | 31.04% |
| LWL Leo Wealth LLC Leo Wealth LLC | 6,663 | $1.85M | $1.91M | $68,881.56 | 3.73% |
William Jollie Quent Capital LLC | 13 | $3,778.06 | $3,800.03 | $21.97 | 0.58% |
Marc H. Stone Tyler-Stone Wealth Management | 1,873 | $377,927.46 | $539,770.5 | $161,843.04 | 42.82% |
Richard A. Flora Key Client Fiduciary Advisors LLC | 2,825 | $520,388.61 | $816,114.25 | $295,725.64 | 56.83% |
| EM Erin Mccann Simplicity Wealth LLC | 65,838 | $16.46M | $19.17M | $2.71M | 16.47% |
Michael Hartman NORTHEAST PLANNING ASSOCIATES Inc. / NH / | 4,199 | $919,355.03 | $1.22M | $303,099.84 | 32.97% |
Michael Byun SageView Advisory Group LLC | 6,434 | $1.23M | $1.85M | $615,528.1 | 50.06% |
Thomas Mason Mason & Associates Inc. | 979 | $165,600.28 | $284,051.95 | $118,451.67 | 71.53% |
| DW Darren Woolson Asset Allocation Strategies LLC | 54,215 | $9.92M | $15.78M | $5.86M | 59.07% |
Christopher Warner WARNER FINANCIAL Inc. | 809 | $235,111.58 | $234,832.47 | -$279.11 | -0.12% |
Daniel Ronan Catalyst Financial Partners LLC | 3,883 | $928,622.45 | $1.12M | $187,701.22 | 20.21% |