| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Brian Ramsay Wealthspan Partners LLC | 9,520 | $2.14M | $2.75M | $609,553.57 | 28.52% |
Ana-Maria Ignat Covestor Ltd | 1,762 | $400,624.51 | $507,403.14 | $106,778.63 | 26.65% |
Kathryn Brown Morton Brown Family Wealth LLC | 8,099 | $1.54M | $2.31M | $770,579.35 | 50.19% |
| RW Ryan Westerbeck Greenup Street Wealth Management LLC | 10,625 | $2.38M | $3.07M | $687,014.26 | 28.89% |
John Gorlow Cardiff Park Advisors LLC | 4,398 | $968,298.12 | $1.25M | $285,065.91 | 29.44% |
| LMK Lawrence M. Korchan Frontier Asset Management LLC | 19,280 | $3.96M | $5.52M | $1.56M | 39.54% |
| CC Cheung Chan Chemistry Wealth Management LLC | 1,500 | $318,154.42 | $426,480 | $108,325.58 | 34.05% |
| AE Alexis Eubanks TILIA FIDUCIARY PARTNERS Inc. | 957 | $244,407.71 | $275,434.17 | $31,026.46 | 12.69% |
Marshall McCormick Fingerlakes Wealth Management Inc. | 2,530 | $540,199.44 | $727,362.35 | $187,162.91 | 34.65% |
Jay Richards Investment Advisory Group LLC | 11,793 | $2.6M | $3.38M | $776,767.29 | 29.88% |
Daniel Flack Intrinsic Value Partners LLC | 10,785 | $2.53M | $3.09M | $561,473.38 | 22.19% |
Kelly Kaczmarczyk Dravo Bay LLC | 1,495 | $351,126.57 | $427,256.05 | $76,129.48 | 21.68% |
Sean Reitenbach Prosperity Consulting Group LLC | 3,429 | $800,577.69 | $974,487.51 | $173,909.82 | 21.72% |
Kathleen Thornhill Confluence Wealth Services Inc. | 4,450 | $970,527.19 | $1.26M | $293,183.81 | 30.21% |
James Langer Redmont Wealth Advisors LLC | 3 | $665.25 | $855.72 | $190.47 | 28.63% |
Bill McVay Red Tortoise LLC | 49 | $9,112.92 | $13,924.82 | $4,811.9 | 52.8% |
Gery Sadzewicz Forum Private Client Group LLC | 981 | $209,276.73 | $280,968.21 | $71,691.48 | 34.26% |
| JBS Joseph Blane Shea Horizon Family Wealth Inc. | 12,510 | $2.91M | $3.59M | $674,814.45 | 23.17% |
Samantha Pierangeli City State Bank | 10,916 | $2.28M | $3.1M | $822,713.99 | 36.12% |
Michael Hackman HFG Advisors Inc. | 698 | $211,577.76 | $200,982.12 | -$10,595.64 | -5.01% |