| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Barry Oliver Capital Performance Advisors LLP | 2,741 | $448,016.45 | $454,731.9 | $6,715.45 | 1.5% |
Heidi Mark ENDEAVOR PRIVATE WEALTH Inc. | 2,561 | $354,872.12 | $425,843.08 | $70,970.96 | 20% |
Kristie R. Furseth Bowman & Co S.C. | 11,788 | $1.41M | $1.95M | $535,437.47 | 37.88% |
Caitlin Garner SC&H Financial Advisors Inc. | 1,448 | $204,399.68 | $240,838.6 | $36,438.92 | 17.83% |
Michelle Wells Darrow Company Inc. | 1,851 | $221,816.72 | $306,044.34 | $84,227.62 | 37.97% |
Raymond L. Eaton Primoris Wealth Advisors LLC | 2,346 | $350,819.7 | $387,911.12 | $37,091.42 | 10.57% |
John Gorlow Cardiff Park Advisors LLC | 6,097 | $727,781.29 | $1.01M | $282,918.4 | 38.87% |
Marshall McCormick Fingerlakes Wealth Management Inc. | 60,926 | $7.59M | $10.08M | $2.49M | 32.74% |
Sean Reitenbach Prosperity Consulting Group LLC | 386,443 | $53.84M | $64.03M | $10.19M | 18.92% |
James Langer Redmont Wealth Advisors LLC | 297 | $38,265.48 | $49,272.3 | $11,006.82 | 28.76% |
Samantha Pierangeli City State Bank | 400 | $53,770 | $66,238 | $12,468 | 23.19% |
| BFA Blackston Financial Advisory Group LLC Blackston Financial Advisory Group LLC | 8,395 | $1.08M | $1.39M | $309,615.94 | 28.69% |
W. Travis McKinney HB Wealth Management LLC | 98,280 | $11.29M | $16.25M | $4.97M | 44% |
Brian O'Rourke O'ROURKE & COMPANY Inc. | 5,284 | $616,803.82 | $878,914.14 | $262,110.32 | 42.49% |
| RFA Resurgent Financial Advisors LLC Resurgent Financial Advisors LLC | 1,592 | $234,460.4 | $264,112.8 | $29,652.4 | 12.65% |
Timothy R. Guthrie Bullseye Investment Management LLC | 245 | $34,584.2 | $40,638.15 | $6,053.95 | 17.5% |
Dalila Toledo Ascent Group LLC | 18,226 | $2.34M | $3.02M | $677,919.84 | 28.97% |
| EM Erin Mccann Simplicity Wealth LLC | 6,075 | $838,028.75 | $1M | $165,834.62 | 19.79% |
David T. Morgan High Net Worth Advisory Group LLC | 8,813 | $881,938.64 | $1.46M | $579,477.08 | 65.7% |
Dan Mohr Retireful LLC | 2,155 | $352,511.95 | $355,779.72 | $3,267.77 | 0.93% |