| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Samantha Pierangeli City State Bank | 1,407 | $171,669.23 | $236,333.79 | $64,664.56 | 37.67% |
| BFA Blackston Financial Advisory Group LLC Blackston Financial Advisory Group LLC | 6,254 | $814,709.32 | $1.09M | $277,739.34 | 34.09% |
W. Travis McKinney HB Wealth Management LLC | 13,523 | $1.76M | $2.27M | $512,808.43 | 29.16% |
Brian O'Rourke O'ROURKE & COMPANY Inc. | 12,903 | $1.57M | $2.25M | $680,916.99 | 43.29% |
| LWL Leo Wealth LLC Leo Wealth LLC | 1,458 | $252,254 | $244,900.26 | -$7,353.74 | -2.92% |
Marc H. Stone Tyler-Stone Wealth Management | 8,347 | $910,727.51 | $1.4M | $491,318.08 | 53.95% |
Missy Straw Nilsine Partners LLC | 3,184 | $428,777.26 | $534,816.48 | $106,039.22 | 24.73% |
| EM Erin Mccann Simplicity Wealth LLC | 15,746 | $2.2M | $2.64M | $442,949.11 | 20.12% |
Patrick O'Connell Security Financial Services Inc. | 1,554 | $199,618.68 | $261,025.38 | $61,406.7 | 30.76% |
David T. Morgan High Net Worth Advisory Group LLC | 3,384 | $584,857.15 | $568,410.48 | -$16,446.67 | -2.81% |
Kristen Williams Athena Investment Management | 8,561 | $924,336.8 | $1.44M | $513,654.37 | 55.57% |
Leanne Menzel Smallwood Wealth Investment Management LLC | 23,274 | $2.85M | $3.91M | $1.06M | 37.01% |
Christopher Warner WARNER FINANCIAL Inc. | 1,883 | $245,172.81 | $316,287.51 | $71,114.7 | 29.01% |
Amanda Hawley Atria Wealth Solutions Inc. | 33,599 | $4.27M | $5.64M | $1.38M | 32.3% |
Leonid Berline ARMSTRONG ADVISORY GROUP Inc. | 1,487 | $177,299.34 | $249,771.39 | $72,472.05 | 40.88% |
John Ritter Ritter Daniher Financial Advisory LLC / DE | 540 | $68,069.43 | $90,703.8 | $22,634.37 | 33.25% |
Rodrigo Diaz Plan Group Financial LLC | 2,115 | $242,364.81 | $355,256.55 | $112,891.74 | 46.58% |
Rachel Faulk Cape Investment Advisory Inc. | 334 | $50,143 | $56,101.98 | $5,958.98 | 11.88% |
| CGL Chester Gary Lloyd Coston, McIsaac & Partners | 825 | $104,424.06 | $142,139.25 | $37,715.19 | 36.12% |
Mariana Coli Dunhill Financial LLC | 50,901 | $8.56M | $8.27M | -$291,598.16 | -3.41% |