| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| SS Sandra Stickney Collaborative Wealth Managment Inc. | 14,730 | $623,722.68 | $837,768.75 | $214,046.07 | 34.32% |
| LR Lisa Rolon Fifth Third Wealth Advisors LLC | 51,706 | $2.25M | $2.93M | $682,900.65 | 30.33% |
Bradley W. Clark Paladin Advisory Group LLC | 2,535 | $98,424.66 | $143,785.2 | $45,360.54 | 46.09% |
Matthew Liebman Amplius Wealth Advisors LLC | 3,684 | $212,456.28 | $209,103.84 | -$3,352.44 | -1.58% |
| KMT Kirk M. Tokheim Ameritas Advisory Services LLC | 8,224 | $369,205.55 | $467,205.44 | $97,999.89 | 26.54% |
Christian Keedy Guardian Wealth Advisors LLC / Nc | 2,438 | $117,804.16 | $138,514.97 | $20,710.81 | 17.58% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 36,624 | $1.58M | $2.08M | $505,739.78 | 32.09% |
Brandon Collier Collier Financial | 148,220 | $6.05M | $8.41M | $2.36M | 39.04% |
Bill Ryan Manhattan West Asset Management LLC | 51,049 | $2.28M | $2.9M | $622,125.54 | 27.31% |
Candace Cavalier Congress Wealth Management LLC / DE / | 596,772 | $22.4M | $33.9M | $11.5M | 51.34% |
Craig Kurth PCG Wealth Advisors LLC | 6,430 | $301,601.8 | $365,320.45 | $63,718.65 | 21.13% |
John Flavin Aspire Capital Advisors LLC | 218,013 | $8.83M | $12.39M | $3.56M | 40.29% |
| RS Radon Stancil POM Investment Strategies LLC | 775 | $36,317.25 | $44,027.75 | $7,710.5 | 21.23% |
| MJ Michelle Johnston 1620 INVESTMENT ADVISORS Inc. | 374 | $17,422.88 | $21,175.88 | $3,753 | 21.54% |
Jason Whitby Stone Summit Wealth LLC | 43,143 | $1.77M | $2.45M | $679,947.56 | 38.37% |
Katherine Saltonstall Sandy Cove Advisors LLC | 7,536 | $293,342.72 | $428,308.56 | $134,965.84 | 46.01% |
Kimberly Foster Laraway Financial Advisors Inc. | 8,447 | $334,371.01 | $480,085.24 | $145,714.23 | 43.58% |
| BPF Barnes Pettey Financial Advisors LLC Barnes Pettey Financial Advisors LLC | 12,226 | $454,829.68 | $694,864.71 | $240,035.03 | 52.77% |
Adam K. Wright Kathleen S. Wright Associates Inc. | 1,530 | $63,540.9 | $86,957.55 | $23,416.65 | 36.85% |
| TC Timothy Carne SFG Wealth Management LLC | 21,840 | $891,480.73 | $1.24M | $349,795.67 | 39.24% |