| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Kimberly Foster Laraway Financial Advisors Inc. | 3,935 | $329,829.55 | $453,390.7 | $123,561.15 | 37.46% |
Tyler Glazier New Millennium Group LLC | 25 | $2,354.75 | $2,880.5 | $525.75 | 22.33% |
Bryson Braden DENVER WEALTH MANAGEMENT Inc. | 19,331 | $1.41M | $2.28M | $872,684.52 | 61.9% |
Marshall McCormick Fingerlakes Wealth Management Inc. | 4,424 | $369,835.25 | $509,733.28 | $139,898.03 | 37.83% |
Sean Reitenbach Prosperity Consulting Group LLC | 23,858 | $2.08M | $2.82M | $741,029.48 | 35.61% |
Kathleen Thornhill Confluence Wealth Services Inc. | 11,335 | $985,018.09 | $1.31M | $321,000.61 | 32.59% |
Christopher Pelch Vance Wealth LLC | 7,974 | $636,446.64 | $949,942.62 | $313,495.98 | 49.26% |
W. Travis McKinney HB Wealth Management LLC | 2,972 | $276,292.48 | $342,433.84 | $66,141.36 | 23.94% |
Daniel Forbes Forbes Financial Planning Inc. | 25,977 | $2.05M | $2.99M | $940,661.55 | 45.83% |
| JRS James RG Skjong Ulland Investment Advisors LLC | 90 | $8,379.9 | $10,369.8 | $1,989.9 | 23.75% |
William Jollie Quent Capital LLC | 48,626 | $4.5M | $5.74M | $1.25M | 27.73% |
| KB Kimberly Byrne Bill Few Associates Inc. | 11,426 | $1.04M | $1.32M | $271,569.04 | 25.99% |
Daniel Hays Comprehensive Financial Consultants Institutional Inc. | 4,527 | $402,908.34 | $521,600.94 | $118,692.6 | 29.46% |
Kristofer Gray Integrity Financial Corp. /WA | 330 | $39,312.9 | $38,022.6 | -$1,290.3 | -3.28% |
| ABH Alexander B. Harcus Montz Harcus Wealth Management LLC | 1,922 | $228,967.86 | $221,452.84 | -$7,515.02 | -3.28% |
Mark Vicencio Lowery Thomas LLC | 3,596 | $292,752.16 | $414,331.12 | $121,578.96 | 41.53% |
Leanne Menzel Smallwood Wealth Investment Management LLC | 20 | $1,660 | $2,304.4 | $644.4 | 38.82% |
Bryan Kupchik Capstone Wealth Management Group LLC | 2,090 | $201,958.31 | $240,809.8 | $38,851.49 | 19.24% |
Michael Topley Lansing Street Advisors | 2,046 | $243,739.98 | $235,740.12 | -$7,999.86 | -3.28% |
Amanda Hawley Atria Wealth Solutions Inc. | 10,310 | $796,059.58 | $1.19M | $391,858.62 | 49.22% |