| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| RW Ryan Westerbeck Greenup Street Wealth Management LLC | 4,518 | $545,057.64 | $711,607.59 | $166,549.95 | 30.56% |
Marshall McCormick Fingerlakes Wealth Management Inc. | 20,132 | $2.15M | $3.17M | $1.02M | 47.59% |
W. Travis McKinney HB Wealth Management LLC | 20,081 | $2.07M | $3.16M | $1.09M | 52.46% |
| JRS James RG Skjong Ulland Investment Advisors LLC | 2,430 | $258,187.5 | $380,355.75 | $122,168.25 | 47.32% |
William Jollie Quent Capital LLC | 90,467 | $8.56M | $14.24M | $5.68M | 66.4% |
Michael Byun SageView Advisory Group LLC | 25,224 | $3.04M | $3.93M | $891,994.18 | 29.36% |
Thomas Mason Mason & Associates Inc. | 1,982 | $173,960.14 | $311,689.32 | $137,729.18 | 79.17% |
Kristofer Gray Integrity Financial Corp. /WA | 142 | $17,564 | $22,217.32 | $4,653.32 | 26.49% |
Samuel Miller Kraft, Davis & Associates LLC | 4,591 | $394,490.28 | $721,842.93 | $327,352.65 | 82.98% |
Christopher Warner WARNER FINANCIAL Inc. | 3,713 | $366,336.81 | $584,092.03 | $217,755.22 | 59.44% |
Edward Lowndes Angeles Wealth Management LLC | 72 | $10,511.6 | $11,224.08 | $712.48 | 6.78% |
| TL Tradewinds LLC Tradewinds LLC | 4,113 | $634,635.9 | $645,124.05 | $10,488.15 | 1.65% |
| CGL Chester Gary Lloyd Coston, McIsaac & Partners | 337 | $27,815.33 | $52,477.64 | $24,662.31 | 88.66% |
Mariana Coli Dunhill Financial LLC | 344 | $39,509.69 | $54,166.24 | $14,656.55 | 37.1% |
| LWM Lodestone Wealth Management LLC Lodestone Wealth Management LLC | 33 | $4,574 | $5,139.42 | $565.42 | 12.36% |
Lukas Lindgren Abound Wealth Management | 13 | $987 | $2,048.67 | $1,061.67 | 107.57% |
| HPM Hoxton Planning & Management LLC Hoxton Planning & Management LLC | 1,975 | $252,201.81 | $311,161.25 | $58,959.44 | 23.38% |
| HAI Hofer & Associates. Inc. Hofer & Associates. Inc. | 8,581 | $1.34M | $1.35M | $11,670.25 | 0.87% |
Christopher Casanega Sharper & Granite LLC | 4,247 | $396,675.93 | $669,284.73 | $272,608.8 | 68.72% |
Jeffrey D. Munjack JDM Financial Group LLC | 696 | $91,941.6 | $108,850.92 | $16,909.32 | 18.39% |