| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jacob B. Rue Shore Point Advisors LLC | 3,670 | $724,551.96 | $1.09M | $363,621.39 | 50.19% |
| RM Robert Macaulay Jmac Enterprises LLC | 35,430 | $5.66M | $10.68M | $5.03M | 88.82% |
Timothy Tenneriello Oliver Lagore Vanvalin Investment Group | 700 | $144,977.6 | $206,521 | $61,543.4 | 42.45% |
Nabeed Zaman Eagle Strategies LLC | 3,019 | $590,619.17 | $885,080.23 | $294,461.06 | 49.86% |
Caitlin Garner SC&H Financial Advisors Inc. | 941 | $235,623.91 | $279,011.2 | $43,387.29 | 18.41% |
Arlie W. Green Fortress Wealth Management Inc. | 5,369 | $976,269.88 | $1.61M | $632,765.73 | 64.81% |
Adam K. Wright Kathleen S. Wright Associates Inc. | 3,758 | $536,551.44 | $1.11M | $576,831.22 | 107.51% |
| CF Cheryl Fluker Members Advisory Group LLC | 1,340 | $343,988.52 | $392,888 | $48,899.48 | 14.22% |
Clint Dunn Beaird Harris Wealth Management LLC | 660 | $144,896.26 | $194,383.2 | $49,486.94 | 34.15% |
Penny A. Phillips Journey Strategic Wealth LLC | 81,997 | $17.04M | $24.12M | $7.08M | 41.58% |
Tyler Glazier New Millennium Group LLC | 1,954 | $314,867.16 | $577,680.56 | $262,813.4 | 83.47% |
Caroline Jankowski Operose Advisors LLC | 150 | $35,892.41 | $44,166 | $8,273.59 | 23.05% |
Joshua Moeller Hill Island Financial LLC | 697 | $238,952.5 | $208,518 | -$30,434.5 | -12.74% |
Eric Lai Archvest Wealth Advisors Inc. | 20,243 | $4.42M | $6.06M | $1.65M | 37.29% |
Marshall McCormick Fingerlakes Wealth Management Inc. | 2,378 | $435,204.25 | $714,707.9 | $279,503.65 | 64.22% |
Jay Richards Investment Advisory Group LLC | 2,789 | $506,949.29 | $826,687.49 | $319,738.2 | 63.07% |
Sean Reitenbach Prosperity Consulting Group LLC | 889 | $213,351.11 | $262,295.01 | $48,943.9 | 22.94% |
Kathleen Thornhill Confluence Wealth Services Inc. | 970 | $332,545.09 | $286,043.3 | -$46,501.79 | -13.98% |
Emilie Camilleri Bryant Woods Investment Advisors LLC | 6,859 | $1.34M | $2.05M | $708,025.13 | 52.83% |
Samantha Pierangeli City State Bank | 2 | $685.66 | $588.46 | -$97.2 | -14.18% |