| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Caitlin Garner SC&H Financial Advisors Inc. | 14,453 | $492,712.32 | $811,825.01 | $319,112.69 | 64.77% |
Katherine Saltonstall Sandy Cove Advisors LLC | 4,715 | $213,165.15 | $265,242.32 | $52,077.17 | 24.43% |
Adam K. Wright Kathleen S. Wright Associates Inc. | 145 | $5,891.35 | $8,139.57 | $2,248.22 | 38.16% |
| LMR Lindsay Marie Rider Obsidian Personal Planning Solutions LLC | 28,269 | $1.08M | $1.59M | $507,330.22 | 47.04% |
Russell Kartub Insight Inv LLC | 5,205 | $209,969.7 | $292,078.57 | $82,108.87 | 39.11% |
Brian Ramsay Wealthspan Partners LLC | 27,758 | $984,413.79 | $1.56M | $580,027.09 | 58.92% |
Sean Reitenbach Prosperity Consulting Group LLC | 148,117 | $6.72M | $8.28M | $1.56M | 23.26% |
Kathleen Thornhill Confluence Wealth Services Inc. | 11,307 | $364,114.83 | $631,269.81 | $267,154.98 | 73.37% |
| MWM Marion Wealth Management Marion Wealth Management | 171,946 | $6.09M | $9.67M | $3.58M | 58.76% |
W. Travis McKinney HB Wealth Management LLC | 43,580 | $1.59M | $2.44M | $852,659.64 | 53.55% |
| LWL Leo Wealth LLC Leo Wealth LLC | 7,330 | $343,920 | $409,783.65 | $65,863.65 | 19.15% |
| NAP Norma Angelica Peralta Morales Virtus Family Office LLC | 23,807 | $1.04M | $1.33M | $294,920.85 | 28.38% |
Patrick O'Connell Security Financial Services Inc. | 61,726 | $2.12M | $3.47M | $1.35M | 63.72% |
Michael Byun SageView Advisory Group LLC | 6,689 | $271,092.27 | $373,915.1 | $102,822.83 | 37.93% |
| ABH Alexander B. Harcus Montz Harcus Wealth Management LLC | 354,137 | $13.16M | $19.85M | $6.69M | 50.83% |
Timothy Gerlach Novem Group | 7,418 | $299,242.48 | $414,703.29 | $115,460.81 | 38.58% |
Daniel Ronan Catalyst Financial Partners LLC | 13,247 | $581,790.69 | $740,970.94 | $159,180.25 | 27.36% |
Ryan Cahill Cahill Wealth Management LLC | 48,884 | $1.67M | $2.74M | $1.07M | 63.92% |
Kevin Zemann WealthPlan Investment Management LLC | 21,789 | $886,885.5 | $1.22M | $335,477.36 | 37.83% |
Rosemarie Ranzie Stage Harbor Financial LLC | 11,846 | $416,971 | $663,849.84 | $246,878.84 | 59.21% |