| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| RW Ryan Westerbeck Greenup Street Wealth Management LLC | 3,026 | $360,063.74 | $354,465.64 | -$5,598.1 | -1.55% |
Marshall McCormick Fingerlakes Wealth Management Inc. | 9,534 | $618,366.63 | $1.12M | $498,446.13 | 80.61% |
Kelly Kaczmarczyk Dravo Bay LLC | 3,625 | $381,777.2 | $444,896.25 | $63,119.05 | 16.53% |
Sean Reitenbach Prosperity Consulting Group LLC | 1,689 | $200,974.11 | $206,851.83 | $5,877.72 | 2.92% |
Kathleen Thornhill Confluence Wealth Services Inc. | 25,618 | $2.55M | $3M | $446,304.8 | 17.47% |
Cole Bruner Buska Wealth Management LLC | 231,088 | $17.98M | $27.07M | $9.09M | 50.53% |
Samantha Pierangeli City State Bank | 1,731 | $192,477.27 | $202,769.34 | $10,292.07 | 5.35% |
Christopher Pelch Vance Wealth LLC | 22,367 | $1.15M | $2.75M | $1.6M | 139.88% |
| BFA Blackston Financial Advisory Group LLC Blackston Financial Advisory Group LLC | 1,734 | $206,328.66 | $213,143.28 | $6,814.62 | 3.3% |
| TA Thomas Anderton 626 Financial LLC | 7,424 | $371,942.4 | $869,647.36 | $497,704.96 | 133.81% |
| MWM Marion Wealth Management Marion Wealth Management | 76,215 | $4.9M | $8.93M | $4.02M | 82.03% |
W. Travis McKinney HB Wealth Management LLC | 2.77M | $202.36M | $324.14M | $121.78M | 60.18% |
| MC mike Chen Byrne Asset Management LLC | 9 | $752.1 | $1,102.59 | $350.49 | 46.6% |
Mark Perrault Intergy Private Wealth LLC | 89,522 | $4.55M | $10.49M | $5.94M | 130.57% |
Kenyon Lederer Pinnacle Wealth Management LLC | 28,762 | $2.74M | $3.37M | $627,586.84 | 22.89% |
Brian O'Rourke O'ROURKE & COMPANY Inc. | 2,242 | $183,898.14 | $275,586.64 | $91,688.5 | 49.86% |
Nathan Geraci ETF Store Inc. | 3,972 | $346,807.03 | $465,280.08 | $118,473.05 | 34.16% |
| AG Alan Gilmore Financial Futures Ltd. Liability Co. | 22,159 | $1.24M | $2.6M | $1.36M | 109.24% |
Michelle McCarthy Vantage Financial Partners LLC | 8,387 | $696,112.03 | $982,453.18 | $286,341.15 | 41.13% |
Edward A. McDonough McDonough Capital Management Inc. | 4,989 | $328,738.63 | $611,002.83 | $282,264.2 | 85.86% |