| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Caitlin Garner SC&H Financial Advisors Inc. | 109,646 | $2.56M | $3.11M | $552,150 | 21.57% |
Amir Ali Monsefi Aire Advisors LLC | 13,044 | $298,356.54 | $367,058.16 | $68,701.62 | 23.03% |
Caroline Jankowski Operose Advisors LLC | 1,440 | $36,055.6 | $40,132.8 | $4,077.2 | 11.31% |
Kathryn Brown Morton Brown Family Wealth LLC | 520,305 | $12.32M | $14.77M | $2.44M | 19.82% |
James Langer Redmont Wealth Advisors LLC | 18 | $436.68 | $510.84 | $74.16 | 16.98% |
Randy D. Kurtz Upper Left Wealth Management LLC | 9,693 | $240,389.85 | $275,087.34 | $34,697.49 | 14.43% |
Brian O'Rourke O'ROURKE & COMPANY Inc. | 11,891 | $297,278.53 | $334,612.74 | $37,334.21 | 12.56% |
Russell Mohberg Regatta Capital Group LLC | 12,025 | $266,700.5 | $335,136.75 | $68,436.25 | 25.66% |
Jeremy Baltz Raleigh Capital Management Inc. | 951 | $23,137.27 | $26,989.38 | $3,852.11 | 16.65% |
Michael O'Connor Capasso Planning Partners LLC | 93,015 | $2.31M | $2.6M | $287,588.36 | 12.43% |
William Jollie Quent Capital LLC | 508,937 | $12.68M | $14.37M | $1.69M | 13.32% |
| EM Erin Mccann Simplicity Wealth LLC | 110,221 | $2.87M | $3.13M | $259,518.81 | 9.05% |
Michael Byun SageView Advisory Group LLC | 3.24M | $83.35M | $91.5M | $8.15M | 9.78% |
| FFG Fiduciary Financial Group LLC Fiduciary Financial Group LLC | 239,851 | $5.84M | $6.81M | $962,262.27 | 16.46% |
Bradley J. Lineberger Seaside Wealth Management Inc. | 19,784 | $451,530.19 | $561,469.92 | $109,939.73 | 24.35% |
Kevin Zemann WealthPlan Investment Management LLC | 23,970 | $639,234.77 | $680,268.6 | $41,033.83 | 6.42% |
| JG John Ginter Callan Family Office LLC | 91,268 | $2.16M | $2.54M | $379,501.68 | 17.56% |
| FWA FSM Wealth Advisors LLC FSM Wealth Advisors LLC | 731,797 | $18.86M | $20.77M | $1.91M | 10.13% |
| SMK Solomon M. Kilgroe Cyndeo Wealth Partners LLC | 20,470 | $510,997.48 | $580,938.6 | $69,941.12 | 13.69% |
Loni Adams Daymark Wealth Partners LLC | 93,862 | $2.59M | $2.66M | $71,335.56 | 2.75% |