| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Marshall McCormick Fingerlakes Wealth Management Inc. | 2,544 | $209,294.88 | $211,648.08 | $2,353.2 | 1.12% |
Bill McVay Red Tortoise LLC | 3,001 | $170,926.42 | $250,328.41 | $79,401.99 | 46.45% |
Samantha Pierangeli City State Bank | 722 | $45,901.21 | $60,225.63 | $14,324.42 | 31.21% |
Christopher Pelch Vance Wealth LLC | 28,383 | $1.49M | $2.39M | $901,100.72 | 60.45% |
Randy D. Kurtz Upper Left Wealth Management LLC | 3,847 | $285,765.61 | $323,224.94 | $37,459.33 | 13.11% |
W. Travis McKinney HB Wealth Management LLC | 9,726 | $679,334.31 | $809,203.2 | $129,868.89 | 19.12% |
Mark Perrault Intergy Private Wealth LLC | 19,656 | $958,894.17 | $1.66M | $696,534.15 | 72.64% |
Taylor Fairman Eagle Rock Investment Company LLC | 3,801 | $243,142.83 | $320,272.26 | $77,129.43 | 31.72% |
Allison Tronnes Forum Financial Management LP | 8,727 | $514,718.46 | $728,966.31 | $214,247.85 | 41.62% |
William Jollie Quent Capital LLC | 67,573 | $4.59M | $5.62M | $1.04M | 22.6% |
Dalila Toledo Ascent Group LLC | 7,390 | $469,486.7 | $616,436.85 | $146,950.15 | 31.3% |
| EM Erin Mccann Simplicity Wealth LLC | 5,273 | $383,241.64 | $437,711.73 | $54,470.09 | 14.21% |
Michael Byun SageView Advisory Group LLC | 21,240 | $1.32M | $1.77M | $450,533.84 | 34.09% |
Kristen Williams Athena Investment Management | 7,380 | $475,122.7 | $621,953.19 | $146,830.49 | 30.9% |
Leanne Menzel Smallwood Wealth Investment Management LLC | 96 | $6,098.88 | $7,999.68 | $1,900.8 | 31.17% |
Randy T. Siegel Aletheian Wealth Advisors LLC | 13,908 | $834,426.94 | $1.16M | $323,135.9 | 38.73% |
Amanda Hawley Atria Wealth Solutions Inc. | 11,324 | $617,417.01 | $942,156.8 | $324,739.79 | 52.6% |
Ryan Cahill Cahill Wealth Management LLC | 12,979 | $859,354.18 | $1.08M | $215,826.18 | 25.11% |
Edward Lowndes Angeles Wealth Management LLC | 463 | $32,774.59 | $38,641.98 | $5,867.39 | 17.9% |
| JMJ James Mark Joseph SENTINEL WEALTH MANAGEMENT Inc. | 6,426 | $467,041.68 | $535,735.62 | $68,693.94 | 14.71% |