| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Kristie R. Furseth Bowman & Co S.C. | 11,788 | $1.41M | $1.92M | $510,211.15 | 36.09% |
Caitlin Garner SC&H Financial Advisors Inc. | 1,448 | $204,399.68 | $236,313.6 | $31,913.92 | 15.61% |
Michelle Wells Darrow Company Inc. | 1,851 | $221,816.72 | $302,083.2 | $80,266.48 | 36.19% |
Raymond L. Eaton Primoris Wealth Advisors LLC | 2,346 | $350,819.7 | $382,867.2 | $32,047.5 | 9.14% |
John Gorlow Cardiff Park Advisors LLC | 6,097 | $727,781.29 | $1.03M | $301,636.19 | 41.45% |
Marshall McCormick Fingerlakes Wealth Management Inc. | 60,926 | $7.59M | $9.94M | $2.35M | 31% |
Sean Reitenbach Prosperity Consulting Group LLC | 386,443 | $53.84M | $65.02M | $11.17M | 20.75% |
James Langer Redmont Wealth Advisors LLC | 297 | $38,265.48 | $48,470.4 | $10,204.92 | 26.67% |
Samantha Pierangeli City State Bank | 400 | $53,770 | $65,280 | $11,510 | 21.41% |
| BFA Blackston Financial Advisory Group LLC Blackston Financial Advisory Group LLC | 8,395 | $1.08M | $1.42M | $338,368.82 | 31.36% |
W. Travis McKinney HB Wealth Management LLC | 97,653 | $11.18M | $15.94M | $4.75M | 42.51% |
Brian O'Rourke O'ROURKE & COMPANY Inc. | 5,284 | $616,803.82 | $892,150.56 | $275,346.74 | 44.64% |
| RFA Resurgent Financial Advisors LLC Resurgent Financial Advisors LLC | 1,592 | $234,460.4 | $268,793.28 | $34,332.88 | 14.64% |
Dalila Toledo Ascent Group LLC | 18,991 | $2.42M | $3.1M | $677,399.27 | 27.97% |
| EM Erin Mccann Simplicity Wealth LLC | 6,075 | $838,028.75 | $1.01M | $170,664.21 | 20.36% |
David T. Morgan High Net Worth Advisory Group LLC | 8,813 | $881,938.64 | $1.44M | $556,342.96 | 63.08% |
Dan Mohr Retireful LLC | 1,990 | $325,265.5 | $324,768 | -$497.5 | -0.15% |
Bryan Kupchik Capstone Wealth Management Group LLC | 57,120 | $7.83M | $9.32M | $1.49M | 19% |
Christopher M. Marks Sterling Investment Counsel LLC | 2,458 | $349,491.63 | $401,145.6 | $51,653.97 | 14.78% |
Conor Sheridan Sheridan Capital Management LLC | 154,080 | $17.75M | $25.69M | $7.94M | 44.74% |