| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Penny A. Phillips Journey Strategic Wealth LLC | 5,006 | $486,711.13 | $770,022.92 | $283,311.79 | 58.21% |
G. Adam Parmer Enhancing Capital LLC | 1,700 | $205,853 | $265,914 | $60,061 | 29.18% |
Tracy A. Zullo Zullo Investment Group Inc. | 5,453 | $764,496.33 | $857,429.72 | $92,933.39 | 12.16% |
Ana-Maria Ignat Covestor Ltd | 121 | $12,082.41 | $18,948.6 | $6,866.19 | 56.83% |
Kathryn Brown Morton Brown Family Wealth LLC | 5 | $653.05 | $773.15 | $120.1 | 18.39% |
Andrew Burkey Joseph Group Capital Management | 212 | $24,895.32 | $32,818.66 | $7,923.34 | 31.83% |
Sean Reitenbach Prosperity Consulting Group LLC | 4,086 | $592,356.96 | $631,940.76 | $39,583.8 | 6.68% |
Kathleen Thornhill Confluence Wealth Services Inc. | 7,554 | $943,979.19 | $1.17M | $221,754.09 | 23.49% |
Samantha Pierangeli City State Bank | 394 | $53,106.82 | $60,719.34 | $7,612.52 | 14.33% |
W. Travis McKinney HB Wealth Management LLC | 49,728 | $7.14M | $7.79M | $647,056.61 | 9.06% |
Mark Perrault Intergy Private Wealth LLC | 1,532 | $240,049.08 | $236,295.68 | -$3,753.4 | -1.56% |
Nathan Geraci ETF Store Inc. | 1,549 | $202,314.89 | $242,255.85 | $39,940.96 | 19.74% |
| JRS James RG Skjong Ulland Investment Advisors LLC | 422 | $53,393.6 | $65,604.12 | $12,210.52 | 22.87% |
Sue Cox BetterWealth LLC | 1,306 | $204,637.14 | $204,558.78 | -$78.36 | -0.04% |
Jeremy Baltz Raleigh Capital Management Inc. | 501 | $62,240.17 | $77,274.24 | $15,034.07 | 24.15% |
| LWL Leo Wealth LLC Leo Wealth LLC | 2,592 | $314,164 | $400,878.72 | $86,714.72 | 27.6% |
William Jollie Quent Capital LLC | 1,195 | $195,656.34 | $187,137 | -$8,519.34 | -4.35% |
| RFA Resurgent Financial Advisors LLC Resurgent Financial Advisors LLC | 1,824 | $221,030 | $282,537.6 | $61,507.6 | 27.83% |
| SMP Sotirios Mike Pappas Mystic Asset Management Inc. | 7,309 | $1.13M | $1.14M | $15,420.38 | 1.37% |
Marc H. Stone Tyler-Stone Wealth Management | 2,227 | $337,636.16 | $344,917.76 | $7,281.6 | 2.16% |