| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| BPF Barnes Pettey Financial Advisors LLC Barnes Pettey Financial Advisors LLC | 9,708 | $214,945.95 | $264,251.76 | $49,305.81 | 22.94% |
Tracy Murray EdgeRock Capital LLC | 28,775 | $669,882 | $783,186.44 | $113,304.44 | 16.91% |
| HKP Holly Kathleen Pizzi Leverty Financial Group LLC | 314,835 | $6.08M | $8.48M | $2.4M | 39.47% |
Richard Ahl, Jr. AHL INVESTMENT MANAGEMENT Inc. | 142,920 | $2.69M | $3.85M | $1.16M | 43.23% |
Adam K. Wright Kathleen S. Wright Associates Inc. | 274,365 | $4.86M | $7.45M | $2.58M | 53.13% |
Jeffrey Kearns Kearns & Associates LLC | 95,770 | $1.9M | $2.58M | $682,845.14 | 36.01% |
Clint Dunn Beaird Harris Wealth Management LLC | 30,975 | $504,538.83 | $834,931.12 | $330,392.29 | 65.48% |
Penny A. Phillips Journey Strategic Wealth LLC | 10,051 | $204,520.58 | $271,075.47 | $66,554.89 | 32.54% |
Raymond L. Eaton Primoris Wealth Advisors LLC | 48,107 | $933,045.14 | $1.3M | $366,806 | 39.31% |
Caroline Jankowski Operose Advisors LLC | 1.59M | $33.95M | $42.67M | $8.72M | 25.69% |
Joshua Moeller Hill Island Financial LLC | 419,909 | $6.85M | $11.32M | $4.48M | 65.37% |
Kathryn Brown Morton Brown Family Wealth LLC | 17,884 | $330,633.24 | $482,957.42 | $152,324.18 | 46.07% |
| RW Ryan Westerbeck Greenup Street Wealth Management LLC | 9,827 | $230,588.01 | $267,490.94 | $36,902.93 | 16% |
John Gorlow Cardiff Park Advisors LLC | 43,347 | $850,671.43 | $1.17M | $319,914.3 | 37.61% |
Jay Richards Investment Advisory Group LLC | 92,477 | $2.26M | $2.51M | $254,633.07 | 11.28% |
Brian Kellett Kellett Wealth Advisors LLC | 52,707 | $1.45M | $1.42M | -$30,570.06 | -2.11% |
Kelly Kaczmarczyk Dravo Bay LLC | 15,717 | $378,180.72 | $422,551.54 | $44,370.82 | 11.73% |
Bill McVay Red Tortoise LLC | 1.15M | $21.61M | $30.98M | $9.38M | 43.41% |
Samantha Pierangeli City State Bank | 450 | $8,246.3 | $12,127.5 | $3,881.2 | 47.07% |
Morgan Christen Spinnaker Investment Group LLC | 46,544 | $1.02M | $1.26M | $242,351.12 | 23.82% |