| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| AE Alexis Eubanks TILIA FIDUCIARY PARTNERS Inc. | 3,880 | $277,148.64 | $441,117.2 | $163,968.56 | 59.16% |
Marshall McCormick Fingerlakes Wealth Management Inc. | 55,312 | $2.82M | $6.29M | $3.47M | 123.02% |
| CB Catherine Bluvol Next Level Private LLC | 4,273 | $389,442 | $485,797.37 | $96,355.37 | 24.74% |
Brian Kellett Kellett Wealth Advisors LLC | 17,952 | $1.18M | $2.04M | $864,484.56 | 73.48% |
| SR Sean Reitenbach Prosperity Consulting Group LLC | 7,904 | $626,501.04 | $898,605.76 | $272,104.72 | 43.43% |
Kathleen Thornhill Confluence Wealth Services Inc. | 13,096 | $728,010.88 | $1.49M | $760,873.36 | 104.51% |
| SP Samantha Pierangeli City State Bank | 28,215 | $1.53M | $3.21M | $1.68M | 109.34% |
| ES Evan Shorten PARAGON FINANCIAL PARTNERS Inc. | 5,592 | $320,939.84 | $635,754.48 | $314,814.64 | 98.09% |
| GC Gregory Clinton KRAEMATON INVESTMENT ADVISORS Inc. | 8,424 | $671,119.04 | $957,724.56 | $286,605.52 | 42.71% |
| BFA Blackston Financial Advisory Group LLC Blackston Financial Advisory Group LLC | 24,576 | $1.67M | $2.79M | $1.12M | 67.25% |
| SH Suzanne Hammer 5th Street Advisors LLC | 2,408 | $226,881.76 | $273,765.52 | $46,883.76 | 20.66% |
| MH Michael Hackman HFG Advisors Inc. | 2,432 | $201,637.12 | $276,494.08 | $74,856.96 | 37.12% |
| YR Yarenis Rodriguez Pursue Wealth Partners LLC | 4,168 | $259,334.24 | $473,859.92 | $214,525.68 | 82.72% |
| MWM Marion Wealth Management Marion Wealth Management | 59,151 | $3.05M | $6.72M | $3.67M | 120.39% |
Brenda Bickle Adamsbrown Wealth Consultants LLC | 3,490 | $198,522.7 | $395,451.9 | $196,929.2 | 99.2% |
| WTM W. Travis McKinney HB Wealth Management LLC | 232,928 | $18.44M | $26.4M | $7.96M | 43.19% |
| MC mike Chen Byrne Asset Management LLC | 1,454 | $120,066.24 | $165,828.7 | $45,762.46 | 38.11% |
Courtney Lawson Autumn Glory Partners LLC | 19,696 | $1.12M | $2.23M | $1.11M | 98.56% |
| FCI Family CFO Inc Family CFO Inc | 2,128 | $254,338.56 | $240,953.44 | -$13,385.12 | -5.26% |
Allison Tronnes Forum Financial Management LP | 12,304 | $1.14M | $1.39M | $256,743.52 | 22.57% |