| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Caitlin Garner SC&H Financial Advisors Inc. | 12,497 | $1.06M | $1.18M | $116,274.43 | 10.98% |
Katherine Saltonstall Sandy Cove Advisors LLC | 14,734 | $932,513.4 | $1.39M | $456,166.1 | 48.92% |
Dan Carman Alapocas Investment Partners Inc. | 3,465 | $330,699.6 | $323,041.95 | -$7,657.65 | -2.32% |
Adam K. Wright Kathleen S. Wright Associates Inc. | 230 | $16,056.3 | $21,621.15 | $5,564.85 | 34.66% |
| MWM Magnolia Wealth Management LLC Magnolia Wealth Management LLC | 234,771 | $15.98M | $21.91M | $5.93M | 37.08% |
Clint Dunn Beaird Harris Wealth Management LLC | 208 | $13,037.07 | $19,425.12 | $6,388.05 | 49% |
Caroline Jankowski Operose Advisors LLC | 1,858 | $177,327.52 | $173,407.14 | -$3,920.38 | -2.21% |
Joshua Moeller Hill Island Financial LLC | 85,126 | $5.78M | $7.98M | $2.2M | 38.03% |
John Gorlow Cardiff Park Advisors LLC | 28,923 | $2.02M | $2.71M | $688,517.63 | 34.1% |
Jay Richards Investment Advisory Group LLC | 10,062 | $751,159.78 | $945,900.45 | $194,740.67 | 25.93% |
Kathleen Thornhill Confluence Wealth Services Inc. | 8,634 | $603,197.64 | $805,552.2 | $202,354.56 | 33.55% |
Gery Sadzewicz Forum Private Client Group LLC | 111,851 | $7.37M | $10.47M | $3.11M | 42.2% |
Brett Lee Planning Center Inc. | 4,822 | $336,623.82 | $451,580.3 | $114,956.48 | 34.15% |
W. Travis McKinney HB Wealth Management LLC | 178,576 | $12.47M | $16.77M | $4.3M | 34.46% |
| MC mike Chen Byrne Asset Management LLC | 13,732 | $1.07M | $1.28M | $215,556.55 | 20.19% |
Russell Mohberg Regatta Capital Group LLC | 289,517 | $22.11M | $27.22M | $5.11M | 23.12% |
Jeremy Baltz Raleigh Capital Management Inc. | 5,270 | $486,347.04 | $491,849.1 | $5,502.06 | 1.13% |
Michelle McCarthy Vantage Financial Partners LLC | 319,489 | $23.07M | $30.02M | $6.95M | 30.13% |
Allison Tronnes Forum Financial Management LP | 2,174 | $207,486.56 | $203,529.88 | -$3,956.68 | -1.91% |
William Jollie Quent Capital LLC | 12 | $1,145.28 | $1,126.68 | -$18.6 | -1.62% |