| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Lynn A. Jackson Dopkins Wealth Management LLC | 30,442 | $2.05M | $2.63M | $577,890.29 | 28.19% |
| HC Harry Cowley Stonegate Investment Group LLC | 10,150 | $546,305.6 | $876,249.5 | $329,943.9 | 60.4% |
Dominic Corabi Wedmont Private Capital | 2,665 | $183,447.85 | $230,069.45 | $46,621.6 | 25.41% |
| MC Mike Clark Cassady Schiller Wealth Management LLC | 8,015 | $422,494.95 | $691,934.95 | $269,440 | 63.77% |
Candace Cavalier Congress Wealth Management LLC / DE / | 175,065 | $10.82M | $15.11M | $4.3M | 39.74% |
Heidi Mark ENDEAVOR PRIVATE WEALTH Inc. | 3,345 | $270,154.16 | $303,458.4 | $33,304.24 | 12.33% |
Kristie R. Furseth Bowman & Co S.C. | 24,590 | $1.41M | $2.12M | $712,457.95 | 50.51% |
Nabeed Zaman Eagle Strategies LLC | 35,697 | $2.12M | $3.08M | $963,260.49 | 45.47% |
Caitlin Garner SC&H Financial Advisors Inc. | 3,680 | $303,784 | $317,694.4 | $13,910.4 | 4.58% |
Jonathan Yarger Yarger Wealth Strategies LLC | 2,909 | $213,167.64 | $251,133.97 | $37,966.33 | 17.81% |
Billy DeFrance Lauterbach Financial Advisors LLC | 5,060 | $263,628.95 | $436,829.8 | $173,200.85 | 65.7% |
John Gorlow Cardiff Park Advisors LLC | 631 | $46,386.61 | $57,244.32 | $10,857.71 | 23.41% |
Marshall McCormick Fingerlakes Wealth Management Inc. | 145,553 | $7.83M | $12.57M | $4.74M | 60.51% |
Sean Reitenbach Prosperity Consulting Group LLC | 14,375 | $1.16M | $1.3M | $137,525.55 | 11.86% |
Kathleen Thornhill Confluence Wealth Services Inc. | 2,683 | $235,862.53 | $231,623.39 | -$4,239.14 | -1.8% |
James Langer Redmont Wealth Advisors LLC | 50 | $3,089 | $4,316.5 | $1,227.5 | 39.74% |
Cole Bruner Buska Wealth Management LLC | 2,382 | $209,401 | $205,638.06 | -$3,762.94 | -1.8% |
Gery Sadzewicz Forum Private Client Group LLC | 49,277 | $2.65M | $4.45M | $1.79M | 67.63% |
Samantha Pierangeli City State Bank | 14,700 | $981,699.4 | $1.27M | $287,351.6 | 29.27% |
| BFA Blackston Financial Advisory Group LLC Blackston Financial Advisory Group LLC | 215,599 | $13.97M | $19.56M | $5.59M | 40.04% |