| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jason Whitby Stone Summit Wealth LLC | 21,149 | $583,606.99 | $751,635.46 | $168,028.47 | 28.79% |
Richard Ahl, Jr. AHL INVESTMENT MANAGEMENT Inc. | 14,040 | $287,398.8 | $502,983 | $215,584.2 | 75.01% |
David Mailloux WealthCare Investment Partners LLC | 20,398 | $401,029.94 | $725,964.82 | $324,934.88 | 81.03% |
| CF Cheryl Fluker Members Advisory Group LLC | 63,765 | $1.73M | $2.25M | $514,878.72 | 29.75% |
Clint Dunn Beaird Harris Wealth Management LLC | 1,912 | $55,849.52 | $67,359.76 | $11,510.24 | 20.61% |
David B. Short Investments & Financial Planning LLC | 13,299 | $341,797.04 | $467,326.86 | $125,529.82 | 36.73% |
Caroline Jankowski Operose Advisors LLC | 8,762 | $179,669.07 | $308,685.26 | $129,016.19 | 71.81% |
Brian Ramsay Wealthspan Partners LLC | 35,738 | $990,545.58 | $1.28M | $286,730.54 | 28.95% |
Kathryn Brown Morton Brown Family Wealth LLC | 8,751 | $184,133.51 | $309,785.4 | $125,651.89 | 68.24% |
Eric Lai Archvest Wealth Advisors Inc. | 9,255 | $269,598.15 | $332,347.05 | $62,748.9 | 23.27% |
Marshall McCormick Fingerlakes Wealth Management Inc. | 262,572 | $6.57M | $9.44M | $2.87M | 43.75% |
| JN John Nunn Paradigm Capital Management LLC/NV | 60,966 | $1.84M | $2.18M | $346,347.27 | 18.86% |
Brian Kellett Kellett Wealth Advisors LLC | 22,670 | $814,533.1 | $814,079.7 | -$453.4 | -0.06% |
Andrew Burkey Joseph Group Capital Management | 118,696 | $2.25M | $4.2M | $1.95M | 86.9% |
Kelly Kaczmarczyk Dravo Bay LLC | 1.41M | $37.73M | $50.56M | $12.83M | 34.02% |
Sean Reitenbach Prosperity Consulting Group LLC | 23,557 | $620,792.75 | $831,562.1 | $210,769.35 | 33.95% |
Kathleen Thornhill Confluence Wealth Services Inc. | 10,749 | $363,746.16 | $379,117.23 | $15,371.07 | 4.23% |
Samantha Pierangeli City State Bank | 221 | $6,297.87 | $7,780.3 | $1,482.43 | 23.54% |
| JG Jeffrey Gomez G2 Capital Management LLC / Oh | 16,092 | $308,487.08 | $576,415.44 | $267,928.36 | 86.85% |
Brett Lee Planning Center Inc. | 31,759 | $805,101.36 | $1.14M | $331,235.66 | 41.14% |