| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Marshall McCormick Fingerlakes Wealth Management Inc. | 1,059 | $327,953.94 | $1.22M | $888,667.59 | 270.97% |
Jay Richards Investment Advisory Group LLC | 960 | $522,646.71 | $1.12M | $600,418.88 | 114.88% |
| CB Catherine Bluvol Next Level Private LLC | 725 | $437,763.36 | $832,908.98 | $395,145.62 | 90.26% |
Brian Kellett Kellett Wealth Advisors LLC | 340 | $293,868.74 | $390,605.59 | $96,736.85 | 32.92% |
Andrew Burkey Joseph Group Capital Management | 5,241 | $4.1M | $6.13M | $2.03M | 49.49% |
Sean Reitenbach Prosperity Consulting Group LLC | 11,223 | $9.53M | $13.7M | $4.16M | 43.68% |
Kathleen Thornhill Confluence Wealth Services Inc. | 13,311 | $8.54M | $15.29M | $6.76M | 79.13% |
James Langer Redmont Wealth Advisors LLC | 51 | $39,756.03 | $58,590.84 | $18,834.81 | 47.38% |
Bill McVay Red Tortoise LLC | 7 | $2,560.88 | $8,041.88 | $5,481 | 214.03% |
Gery Sadzewicz Forum Private Client Group LLC | 5,577 | $3.33M | $6.81M | $3.47M | 104.13% |
Samantha Pierangeli City State Bank | 2,696 | $1.05M | $3.1M | $2.05M | 194.5% |
| GC Gregory Clinton KRAEMATON INVESTMENT ADVISORS Inc. | 829 | $552,305.59 | $952,388.34 | $400,082.75 | 72.44% |
Christopher Pelch Vance Wealth LLC | 796 | $646,794.2 | $939,407.38 | $292,613.18 | 45.24% |
Roger Steed KRS Capital Management LLC | 5,210 | $1.88M | $5.99M | $4.11M | 218.54% |
Brett Lee Planning Center Inc. | 560 | $204,870.4 | $643,350.38 | $438,479.98 | 214.03% |
John Swift Benchmark Investment Advisors LLC | 2,120 | $1.91M | $2.59M | $681,522.07 | 35.77% |
| TRI Trail Ridge Investment Advisors LLC Trail Ridge Investment Advisors LLC | 1,375 | $1.03M | $1.68M | $644,807 | 62.42% |
| TA Thomas Anderton 626 Financial LLC | 1,967 | $421,723.98 | $2.26M | $1.84M | 435.84% |
Morgan Christen Spinnaker Investment Group LLC | 473 | $448,745.02 | $543,401.31 | $94,656.29 | 21.09% |
Michael Hackman HFG Advisors Inc. | 295 | $196,086.1 | $349,784.44 | $153,698.34 | 78.38% |