| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Marshall McCormick Fingerlakes Wealth Management Inc. | 2,463 | $356,048.43 | $769,909.17 | $413,860.74 | 116.24% |
| BFA Blackston Financial Advisory Group LLC Blackston Financial Advisory Group LLC | 1,839 | $323,563.38 | $566,945.31 | $243,381.93 | 75.22% |
| MH Michael Hackman HFG Advisors Inc. | 1,433 | $255,194.61 | $441,779.57 | $186,584.96 | 73.11% |
| YR Yarenis Rodriguez Pursue Wealth Partners LLC | 5,460 | $965,843.84 | $1.71M | $740,897.56 | 76.71% |
| WTM W. Travis McKinney HB Wealth Management LLC | 1,097 | $209,418.6 | $334,892.16 | $125,473.56 | 59.92% |
| MC mike Chen Byrne Asset Management LLC | 60 | $12,958.8 | $18,316.8 | $5,358 | 41.35% |
Jeremy Baltz Raleigh Capital Management Inc. | 591 | $127,644.18 | $180,420.48 | $52,776.3 | 41.35% |
| PE Paul Elam Oak Harbor Wealth Partners LLC | 2,140 | $374,842.4 | $653,299.2 | $278,456.8 | 74.29% |
Marc H. Stone Tyler-Stone Wealth Management | 1,318 | $252,146.58 | $402,359.04 | $150,212.46 | 59.57% |
| RAF Richard A. Flora Key Client Fiduciary Advisors LLC | 730 | $244,323.7 | $222,854.4 | -$21,469.3 | -8.79% |
| MS Missy Straw Nilsine Partners LLC | 3,117 | $540,986.53 | $951,557.76 | $410,571.23 | 75.89% |
Chad Soukup jvl associates LLC | 1,090 | $231,984.7 | $332,755.2 | $100,770.5 | 43.44% |
| SM Samuel Miller Kraft, Davis & Associates LLC | 4,673 | $1.12M | $1.43M | $308,978.31 | 27.65% |
| CS Catherine Salsman Paragon Private Wealth Management LLC | 8,335 | $1.28M | $2.55M | $1.26M | 98.61% |
| DW Darren Woolson Asset Allocation Strategies LLC | 937 | $215,634.6 | $286,290.98 | $70,656.38 | 32.77% |
| TG Timothy Gerlach Novem Group | 2,627 | $567,436 | $802,653.58 | $235,217.58 | 41.45% |
Amanda Hawley Atria Wealth Solutions Inc. | 7,925 | $1.18M | $2.44M | $1.26M | 106.92% |
| TL Tradewinds LLC Tradewinds LLC | 1,196 | $274,616.72 | $368,302.22 | $93,685.5 | 34.12% |
| SMK Solomon M. Kilgroe Cyndeo Wealth Partners LLC | 1,717 | $279,968.42 | $527,874.48 | $247,906.06 | 88.55% |
| RDL Rodrigo De La Garza Summa Corp. | 962 | $204,742 | $295,757.28 | $91,015.28 | 44.45% |