| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Caroline Jankowski Operose Advisors LLC | 392 | $26,047.33 | $36,769.6 | $10,722.27 | 41.16% |
John Gorlow Cardiff Park Advisors LLC | 47,479 | $3.41M | $4.48M | $1.07M | 31.42% |
Marshall McCormick Fingerlakes Wealth Management Inc. | 24,615 | $1.36M | $2.23M | $877,843.25 | 64.76% |
James Langer Redmont Wealth Advisors LLC | 8 | $544.08 | $725.84 | $181.76 | 33.41% |
Cole Bruner Buska Wealth Management LLC | 3,278 | $245,459.67 | $297,412.94 | $51,953.27 | 21.17% |
Evan Shorten PARAGON FINANCIAL PARTNERS Inc. | 3,393 | $172,665.98 | $318,568.77 | $145,902.79 | 84.5% |
W. Travis McKinney HB Wealth Management LLC | 2,856 | $230,336.4 | $259,124.88 | $28,788.48 | 12.5% |
Ryan Fink Treasure Coast Financial Planning | 415,958 | $23.6M | $37.74M | $14.14M | 59.94% |
Jeremy Baltz Raleigh Capital Management Inc. | 4,670 | $315,973.05 | $423,709.1 | $107,736.05 | 34.1% |
Michael O'Connor Capasso Planning Partners LLC | 210,645 | $13.06M | $19.77M | $6.71M | 51.38% |
William Jollie Quent Capital LLC | 41,811 | $2.56M | $3.93M | $1.36M | 53.14% |
Marc H. Stone Tyler-Stone Wealth Management | 30,474 | $2.03M | $2.76M | $734,157.27 | 36.15% |
| EM Erin Mccann Simplicity Wealth LLC | 3,951 | $358,711.29 | $370,090.17 | $11,378.88 | 3.17% |
Christopher Schurmann Summit Investment Advisory Services LLC | 115,622 | $9.34M | $10.49M | $1.15M | 12.32% |
Jaimie Palmer Beacon Capital Management LLC | 4,464 | $265,002.05 | $405,018.72 | $140,016.67 | 52.84% |
Adam Grossman Mayport LLC | 2,745 | $217,019.7 | $257,700.6 | $40,680.9 | 18.75% |
| SBL Semitam Bonam LLC Semitam Bonam LLC | 21,583 | $1.62M | $1.96M | $340,146.58 | 21.02% |
Timothy Gerlach Novem Group | 21,499 | $1.58M | $1.95M | $369,717.65 | 23.39% |
Amanda Hawley Atria Wealth Solutions Inc. | 23,194 | $1.24M | $2.1M | $859,835.93 | 69.09% |
Lincoln Bach Delap Wealth Advisory LLC | 81,364 | $6.09M | $7.38M | $1.29M | 21.15% |