| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JE John Ervin Ervin Investment Management LLC | 168,556 | $13.01M | $15.68M | $2.68M | 20.59% |
Arlie W. Green Fortress Wealth Management Inc. | 3,592 | $230,426.8 | $334,648.68 | $104,221.88 | 45.23% |
Michelle Wells Darrow Company Inc. | 10,278 | $640,441.58 | $955,956.78 | $315,515.2 | 49.27% |
Kimberly Foster Laraway Financial Advisors Inc. | 7,651 | $577,656.8 | $713,073.2 | $135,416.4 | 23.44% |
Timothy Carne SFG Wealth Management LLC | 83,314 | $4.63M | $7.77M | $3.14M | 67.75% |
Penny A. Phillips Journey Strategic Wealth LLC | 4,841 | $339,160.46 | $446,122.35 | $106,961.89 | 31.54% |
Caroline Jankowski Operose Advisors LLC | 392 | $26,047.33 | $36,146.32 | $10,098.99 | 38.77% |
John Gorlow Cardiff Park Advisors LLC | 47,479 | $3.41M | $4.4M | $989,010.29 | 29.03% |
Marshall McCormick Fingerlakes Wealth Management Inc. | 24,615 | $1.36M | $2.3M | $940,734.57 | 69.4% |
James Langer Redmont Wealth Advisors LLC | 8 | $544.08 | $741.56 | $197.48 | 36.3% |
Cole Bruner Buska Wealth Management LLC | 3,278 | $245,459.67 | $304,821.22 | $59,361.55 | 24.18% |
Evan Shorten PARAGON FINANCIAL PARTNERS Inc. | 3,393 | $172,665.98 | $315,701.68 | $143,035.7 | 82.84% |
W. Travis McKinney HB Wealth Management LLC | 2,856 | $230,336.4 | $266,293.44 | $35,957.04 | 15.61% |
Ryan Fink Treasure Coast Financial Planning | 415,958 | $23.6M | $38.71M | $15.11M | 64.04% |
Jeremy Baltz Raleigh Capital Management Inc. | 4,670 | $315,973.05 | $430,620.7 | $114,647.65 | 36.28% |
Michael O'Connor Capasso Planning Partners LLC | 210,645 | $13.06M | $19.59M | $6.53M | 49.98% |
William Jollie Quent Capital LLC | 41,811 | $2.56M | $3.9M | $1.33M | 52.08% |
Marc H. Stone Tyler-Stone Wealth Management | 32,741 | $2.2M | $3.03M | $832,438.15 | 37.83% |
Dalila Toledo Ascent Group LLC | 2,481 | $225,249.99 | $228,748.2 | $3,498.21 | 1.55% |
| EM Erin Mccann Simplicity Wealth LLC | 3,951 | $358,711.29 | $367,640.55 | $8,929.26 | 2.49% |