| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
John Gorlow Cardiff Park Advisors LLC | 6,120 | $208,508.4 | $257,927.4 | $49,419 | 23.7% |
| CC Cheung Chan Chemistry Wealth Management LLC | 13,938 | $494,536.07 | $588,322.98 | $93,786.91 | 18.96% |
Sean Reitenbach Prosperity Consulting Group LLC | 102,920 | $4.17M | $4.34M | $166,173.18 | 3.99% |
| JBS Joseph Blane Shea Horizon Family Wealth Inc. | 32,676 | $1.4M | $1.36M | -$39,800.98 | -2.84% |
Samantha Pierangeli City State Bank | 2,060 | $75,361 | $86,952.6 | $11,591.6 | 15.38% |
Evan Shorten PARAGON FINANCIAL PARTNERS Inc. | 151,817 | $6.07M | $6.32M | $253,420.31 | 4.18% |
Morgan Christen Spinnaker Investment Group LLC | 47,512 | $1.99M | $2M | $7,138.48 | 0.36% |
W. Travis McKinney HB Wealth Management LLC | 39,810 | $1.64M | $1.66M | $14,885.02 | 0.91% |
| MC mike Chen Byrne Asset Management LLC | 1,214 | $44,995.84 | $51,139.75 | $6,143.91 | 13.65% |
Brian O'Rourke O'ROURKE & COMPANY Inc. | 20,788 | $737,753.6 | $873,823.58 | $136,069.98 | 18.44% |
Jeremy Baltz Raleigh Capital Management Inc. | 1 | $40.39 | $42.06 | $1.67 | 4.13% |
Michelle McCarthy Vantage Financial Partners LLC | 4,918 | $198,734.62 | $207,293.7 | $8,559.08 | 4.31% |
Paul Elam Oak Harbor Wealth Partners LLC | 640 | $24,224 | $26,992 | $2,768 | 11.43% |
William Jollie Quent Capital LLC | 702 | $31,639.14 | $29,231.28 | -$2,407.86 | -7.61% |
| RFA Resurgent Financial Advisors LLC Resurgent Financial Advisors LLC | 9,591 | $439,711.97 | $404,308.6 | -$35,403.37 | -8.05% |
Marc H. Stone Tyler-Stone Wealth Management | 70,824 | $2.7M | $2.98M | $281,426.04 | 10.41% |
Richard A. Flora Key Client Fiduciary Advisors LLC | 77,875 | $2.74M | $3.28M | $539,069.92 | 19.65% |
Missy Straw Nilsine Partners LLC | 5,994 | $227,414.49 | $252,557.19 | $25,142.7 | 11.06% |
| EM Erin Mccann Simplicity Wealth LLC | 96,885 | $4.23M | $4.04M | -$194,663.22 | -4.6% |
Michael Hartman NORTHEAST PLANNING ASSOCIATES Inc. / NH / | 6,916 | $261,761.81 | $288,570.1 | $26,808.29 | 10.24% |