| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Kimberly Foster Laraway Financial Advisors Inc. | 2,445 | $203,106.15 | $214,732.12 | $11,625.97 | 5.72% |
Adam K. Wright Kathleen S. Wright Associates Inc. | 102 | $7,811.16 | $8,942.85 | $1,131.69 | 14.49% |
Penny A. Phillips Journey Strategic Wealth LLC | 4,378 | $350,788.57 | $382,483.97 | $31,695.4 | 9.04% |
Raymond L. Eaton Primoris Wealth Advisors LLC | 23,963 | $1.79M | $2.09M | $306,767.04 | 17.18% |
Caroline Jankowski Operose Advisors LLC | 348 | $26,839.41 | $30,387.36 | $3,547.95 | 13.22% |
Tracy A. Zullo Zullo Investment Group Inc. | 23,410 | $1.71M | $2.05M | $343,952.03 | 20.13% |
Ana-Maria Ignat Covestor Ltd | 58 | $4,790.81 | $5,027.44 | $236.63 | 4.94% |
John Gorlow Cardiff Park Advisors LLC | 55 | $4,508.9 | $4,809.2 | $300.3 | 6.66% |
Marshall McCormick Fingerlakes Wealth Management Inc. | 2,420 | $201,029.4 | $209,947.1 | $8,917.7 | 4.44% |
Jay Richards Investment Advisory Group LLC | 8,383 | $630,833.71 | $735,063.35 | $104,229.64 | 16.52% |
Brian Kellett Kellett Wealth Advisors LLC | 14,180 | $1.14M | $1.22M | $77,422.77 | 6.77% |
Sean Reitenbach Prosperity Consulting Group LLC | 11,991 | $939,893.04 | $1.05M | $107,400.9 | 11.43% |
Kathleen Thornhill Confluence Wealth Services Inc. | 3,396 | $277,313.52 | $296,572.68 | $19,259.16 | 6.94% |
Samantha Pierangeli City State Bank | 1,125 | $81,579.75 | $98,381.25 | $16,801.5 | 20.6% |
Evan Shorten PARAGON FINANCIAL PARTNERS Inc. | 4,668 | $359,320.33 | $405,905.94 | $46,585.61 | 12.96% |
Morgan Christen Spinnaker Investment Group LLC | 6,335 | $486,329.07 | $553,805.7 | $67,476.63 | 13.87% |
W. Travis McKinney HB Wealth Management LLC | 20,369 | $1.62M | $1.77M | $146,962.77 | 9.08% |
| MC mike Chen Byrne Asset Management LLC | 1,329 | $103,037.23 | $116,074.86 | $13,037.63 | 12.65% |
Brian O'Rourke O'ROURKE & COMPANY Inc. | 11,230 | $815,780.4 | $980,659.75 | $164,879.35 | 20.21% |
| LWL Leo Wealth LLC Leo Wealth LLC | 3,766 | $308,579.85 | $329,317.87 | $20,738.02 | 6.72% |