| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Brian Ramsay Wealthspan Partners LLC | 1,731 | $425,791.75 | $524,830.54 | $99,038.79 | 23.26% |
Kathryn Brown Morton Brown Family Wealth LLC | 1,480 | $288,437.2 | $437,369.59 | $148,932.39 | 51.63% |
| RW Ryan Westerbeck Greenup Street Wealth Management LLC | 36,567 | $9.49M | $10.81M | $1.31M | 13.81% |
John Gorlow Cardiff Park Advisors LLC | 1,706 | $342,515.07 | $535,718.1 | $193,203.03 | 56.41% |
Marshall McCormick Fingerlakes Wealth Management Inc. | 10,128 | $2.24M | $2.99M | $751,509.09 | 33.53% |
Jay Richards Investment Advisory Group LLC | 882 | $207,966.78 | $267,417.99 | $59,451.21 | 28.59% |
Sean Reitenbach Prosperity Consulting Group LLC | 17,582 | $4.28M | $5.45M | $1.17M | 27.35% |
| JBS Joseph Blane Shea Horizon Family Wealth Inc. | 1,651 | $443,192.15 | $504,000.75 | $60,808.6 | 13.72% |
Samantha Pierangeli City State Bank | 1,002 | $181,046.97 | $296,111.03 | $115,064.06 | 63.55% |
Christopher Pelch Vance Wealth LLC | 1,535 | $434,360.87 | $482,020.68 | $47,659.81 | 10.97% |
| BFA Blackston Financial Advisory Group LLC Blackston Financial Advisory Group LLC | 1,049 | $267,971.28 | $329,406.97 | $61,435.69 | 22.93% |
Michael Hackman HFG Advisors Inc. | 22,683 | $5.44M | $6.95M | $1.51M | 27.66% |
| MWM Marion Wealth Management Marion Wealth Management | 62,783 | $14.07M | $18.55M | $4.48M | 31.83% |
W. Travis McKinney HB Wealth Management LLC | 22,668 | $5.3M | $6.7M | $1.4M | 26.33% |
Mark Perrault Intergy Private Wealth LLC | 9,481 | $1.64M | $2.8M | $1.16M | 70.57% |
| NWL Nicholas Wealth LLC Nicholas Wealth LLC | 1,382 | $423,206 | $408,408.63 | -$14,797.37 | -3.5% |
Courtney Lawson Autumn Glory Partners LLC | 4,300 | $1.2M | $1.27M | $70,433.96 | 5.87% |
Allison Tronnes Forum Financial Management LP | 980 | $280,760.68 | $289,609.59 | $8,848.91 | 3.15% |
| DC Debora Caley Richwood Investment Advisors LLC | 880 | $269,543.99 | $260,057.59 | -$9,486.4 | -3.52% |
Paul Elam Oak Harbor Wealth Partners LLC | 134 | $24,087.84 | $40,628.13 | $16,540.29 | 68.67% |