| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Caroline Jankowski Operose Advisors LLC | 1,073 | $65,784.56 | $131,818.05 | $66,033.49 | 100.38% |
Tracy A. Zullo Zullo Investment Group Inc. | 18,692 | $775,025.92 | $2.3M | $1.52M | 196.29% |
Joshua Moeller Hill Island Financial LLC | 3,496 | $211,508 | $425,445.72 | $213,937.72 | 101.15% |
Bryson Braden DENVER WEALTH MANAGEMENT Inc. | 2,786 | $242,994.92 | $340,783.52 | $97,788.6 | 40.24% |
Brian Ramsay Wealthspan Partners LLC | 3,297 | $273,390.88 | $405,036.45 | $131,645.57 | 48.15% |
Billy DeFrance Lauterbach Financial Advisors LLC | 5,518 | $315,877.14 | $669,940.38 | $354,063.24 | 112.09% |
Kathryn Brown Morton Brown Family Wealth LLC | 320 | $16,595.2 | $39,312 | $22,716.8 | 136.89% |
John Gorlow Cardiff Park Advisors LLC | 21,041 | $1.52M | $2.58M | $1.06M | 69.74% |
| CC Cheung Chan Chemistry Wealth Management LLC | 6,002 | $312,884.16 | $759,132.96 | $446,248.8 | 142.62% |
| AE Alexis Eubanks TILIA FIDUCIARY PARTNERS Inc. | 3,710 | $266,006.84 | $454,363.7 | $188,356.86 | 70.81% |
Marshall McCormick Fingerlakes Wealth Management Inc. | 56,264 | $2.93M | $6.87M | $3.94M | 134.48% |
| CB Catherine Bluvol Next Level Private LLC | 4,273 | $389,442 | $540,449.04 | $151,007.04 | 38.78% |
Brian Kellett Kellett Wealth Advisors LLC | 17,702 | $1.18M | $2.17M | $986,649.26 | 83.68% |
Sean Reitenbach Prosperity Consulting Group LLC | 7,904 | $626,501.04 | $971,006.4 | $344,505.36 | 54.99% |
Kathleen Thornhill Confluence Wealth Services Inc. | 14,395 | $883,267.36 | $1.77M | $885,158.39 | 100.21% |
Samantha Pierangeli City State Bank | 28,215 | $1.53M | $3.43M | $1.9M | 123.8% |
Evan Shorten PARAGON FINANCIAL PARTNERS Inc. | 5,597 | $321,537.44 | $679,755.65 | $358,218.21 | 111.41% |
| GC Gregory Clinton KRAEMATON INVESTMENT ADVISORS Inc. | 8,429 | $671,716.64 | $1.03M | $358,222.87 | 53.33% |
| BFA Blackston Financial Advisory Group LLC Blackston Financial Advisory Group LLC | 24,853 | $1.7M | $3.04M | $1.34M | 78.39% |
Suzanne Hammer 5th Street Advisors LLC | 2,308 | $217,459.76 | $279,821.92 | $62,362.16 | 28.68% |