| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jennifer Carlson Gould Capital LLC | 11 | $921.36 | $1,100.22 | $178.86 | 19.41% |
Lindsey Seagraves Carson Advisory Inc. | 7,637 | $578,571.9 | $763,852.72 | $185,280.82 | 32.02% |
Caroline Jankowski Operose Advisors LLC | 10 | $887 | $1,000.2 | $113.2 | 12.76% |
Ana-Maria Ignat Covestor Ltd | 4,758 | $451,066.38 | $475,895.15 | $24,828.77 | 5.5% |
Kathryn Brown Morton Brown Family Wealth LLC | 3,053 | $255,592.48 | $305,361.05 | $49,768.57 | 19.47% |
John Gorlow Cardiff Park Advisors LLC | 129,455 | $13.03M | $12.95M | -$79,629.87 | -0.61% |
| LMK Lawrence M. Korchan Frontier Asset Management LLC | 35,690 | $2.98M | $3.57M | $590,389.81 | 19.82% |
| EL Eric Lai Archvest Wealth Advisors Inc. | 110,740 | $9.83M | $11.08M | $1.24M | 12.63% |
Marshall McCormick Fingerlakes Wealth Management Inc. | 8,250 | $887,311.63 | $825,164.98 | -$62,146.65 | -7% |
Jay Richards Investment Advisory Group LLC | 22,626 | $2.32M | $2.26M | -$59,521.15 | -2.56% |
D. Patrick Franklin First International Bank & Trust | 10,687 | $1.07M | $1.07M | -$4,043.64 | -0.38% |
Andrew Burkey Joseph Group Capital Management | 289 | $25,057.51 | $28,905.78 | $3,848.27 | 15.36% |
Christopher H. Jackson Drystone LLC | 81,280 | $8.37M | $8.13M | -$235,436.05 | -2.81% |
| EC Emilie Camilleri Bryant Woods Investment Advisors LLC | 7,634 | $667,517.74 | $763,552.66 | $96,034.92 | 14.39% |
| SP Samantha Pierangeli City State Bank | 966 | $83,350.92 | $96,619.32 | $13,268.4 | 15.92% |
John Swift Benchmark Investment Advisors LLC | 7,245 | $657,901.64 | $724,644.88 | $66,743.24 | 10.14% |
| RDK Randy D. Kurtz Upper Left Wealth Management LLC | 12,521 | $1.15M | $1.25M | $105,079.29 | 9.16% |
| WTM W. Travis McKinney HB Wealth Management LLC | 42,888 | $3.92M | $4.29M | $368,836.67 | 9.41% |
Mark Perrault Intergy Private Wealth LLC | 41,061 | $3.95M | $4.11M | $156,042.9 | 3.95% |
Brian O'Rourke O'ROURKE & COMPANY Inc. | 10,865 | $1.05M | $1.09M | $41,462.95 | 3.97% |