| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| KMT Kirk M. Tokheim Ameritas Advisory Services LLC | 34,657 | $2.66M | $3.17M | $506,326.13 | 19.01% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 8,375 | $542,052.02 | $766,438.12 | $224,386.1 | 41.4% |
Bill Ryan Manhattan West Asset Management LLC | 8,966 | $575,168.9 | $820,164.85 | $244,995.95 | 42.6% |
Matt Shibata Morling Financial Advisors LLC | 16,160 | $944,552 | $1.48M | $533,764.8 | 56.51% |
| NS Nicholas Shaheen FSA Advisors Inc. | 3,119 | $262,610.2 | $285,326.12 | $22,715.92 | 8.65% |
Andrew Miller OLIO Financial Planning | 10,142 | $592,174.94 | $915,721.18 | $323,546.24 | 54.64% |
| MJ Michelle Johnston 1620 INVESTMENT ADVISORS Inc. | 30 | $2,142.9 | $2,709.15 | $566.25 | 26.42% |
| JE John Ervin Ervin Investment Management LLC | 168,556 | $13.01M | $15.22M | $2.21M | 17.03% |
Arlie W. Green Fortress Wealth Management Inc. | 3,592 | $230,426.8 | $328,578.2 | $98,151.4 | 42.6% |
| MW Michelle Wells Darrow Company Inc. | 10,191 | $632,542.85 | $932,221.72 | $299,678.87 | 47.38% |
Kimberly Foster Laraway Financial Advisors Inc. | 7,198 | $536,528.93 | $658,868.93 | $122,340 | 22.8% |
| TC Timothy Carne SFG Wealth Management LLC | 86,206 | $4.78M | $7.89M | $3.11M | 65.11% |
| PAP Penny A. Phillips Journey Strategic Wealth LLC | 4,841 | $339,160.46 | $443,387.19 | $104,226.73 | 30.73% |
Caroline Jankowski Operose Advisors LLC | 395 | $26,246.38 | $36,166.2 | $9,919.82 | 37.8% |
John Gorlow Cardiff Park Advisors LLC | 47,346 | $3.39M | $4.34M | $941,899.68 | 27.75% |
Marshall McCormick Fingerlakes Wealth Management Inc. | 25,427 | $1.4M | $2.33M | $928,252.27 | 66.28% |
| JL James Langer Redmont Wealth Advisors LLC | 8 | $544.08 | $732.72 | $188.64 | 34.67% |
Cole Bruner Buska Wealth Management LLC | 3,278 | $245,459.67 | $299,625.59 | $54,165.92 | 22.07% |
| ES Evan Shorten PARAGON FINANCIAL PARTNERS Inc. | 3,462 | $176,145.65 | $317,084.58 | $140,938.93 | 80.01% |
| WTM W. Travis McKinney HB Wealth Management LLC | 2,856 | $230,336.4 | $260,595.72 | $30,259.32 | 13.14% |