| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| AB Anthony Bruccoleri Equitable Holdings Inc. | 56,753 | $2.2M | $2.83M | $622,049.89 | 28.24% |
| LR Lisa Rolon Fifth Third Wealth Advisors LLC | 31,603 | $1.53M | $1.52M | -$8,665.76 | -0.57% |
William Reid Culp III TAGStone Capital Inc. | 17,629 | $729,652.47 | $861,264.79 | $131,612.32 | 18.04% |
Jeffrey Hanson Breakwater Capital Group | 139,859 | $5.51M | $6.73M | $1.22M | 22.06% |
Michaela Herlihy BEACON FINANCIAL PLANNING Inc. | 125,141 | $5.2M | $6.02M | $818,936.06 | 15.75% |
Kevin M. Fox Fox Financial, Inc | 6,528 | $259,848.8 | $313,931.52 | $54,082.72 | 20.81% |
Twin Peaks Wealth Advisors LLC TWIN PEAKS WEALTH ADVISORS, LLC | 12,317 | $491,202.05 | $604,887.87 | $113,685.82 | 23.14% |
| MF Michael Fogarty Foundry Financial Group, Inc. | 5,213 | $215,374.29 | $250,693.17 | $35,318.88 | 16.4% |
Archer Investment Management LLC Archer Investment Management LLC | 5,187 | $217,753.64 | $249,442.83 | $31,689.19 | 14.55% |
| RFL Rossby Financial LLC Rossby Financial LLC | 4,939 | $209,203 | $237,516.51 | $28,313.51 | 13.53% |
| MWM Mascagni Wealth Management Inc. Mascagni Wealth Management Inc. | 5,580 | $236,320.9 | $268,342.2 | $32,021.3 | 13.55% |