| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Samantha Pierangeli City State Bank | 654 | $120,151.93 | $260,775.96 | $140,624.03 | 117.04% |
| JG Jeffrey Gomez G2 Capital Management LLC / Oh | 628 | $249,422.77 | $251,714.96 | $2,292.19 | 0.92% |
John Swift Benchmark Investment Advisors LLC | 1,362 | $273,990.95 | $545,916.84 | $271,925.89 | 99.25% |
| MWM Marion Wealth Management Marion Wealth Management | 17,944 | $3.21M | $7.29M | $4.08M | 127.24% |
W. Travis McKinney HB Wealth Management LLC | 19,798 | $4.6M | $8M | $3.4M | 73.81% |
| LF Lukas Feh LGT Group Foundation | 522 | $207,322.75 | $212,464.44 | $5,141.69 | 2.48% |
Brian O'Rourke O'ROURKE & COMPANY Inc. | 2,044 | $408,958.16 | $834,340.36 | $425,382.2 | 104.02% |
Russell Mohberg Regatta Capital Group LLC | 1,048 | $207,979.9 | $425,964.84 | $217,984.94 | 104.81% |
Sue Cox BetterWealth LLC | 1,464 | $465,756.96 | $591,382.81 | $125,625.85 | 26.97% |
Jeremy Baltz Raleigh Capital Management Inc. | 1,914 | $487,659.27 | $772,911.48 | $285,252.21 | 58.49% |
Allison Tronnes Forum Financial Management LP | 1,407 | $323,366.2 | $569,835 | $246,468.8 | 76.22% |
| LWL Leo Wealth LLC Leo Wealth LLC | 653 | $207,761 | $263,051.25 | $55,290.25 | 26.61% |
William Jollie Quent Capital LLC | 1,459 | $262,620.47 | $589,363.05 | $326,742.58 | 124.42% |
| SMP Sotirios Mike Pappas Mystic Asset Management Inc. | 759 | $206,263.26 | $306,598.06 | $100,334.8 | 48.64% |
Richard A. Flora Key Client Fiduciary Advisors LLC | 756 | $205,247.05 | $306,913.32 | $101,666.27 | 49.53% |
Missy Straw Nilsine Partners LLC | 2,593 | $584,380.1 | $1.05M | $462,050.98 | 79.07% |
Dalila Toledo Ascent Group LLC | 8,474 | $2.06M | $3.38M | $1.33M | 64.43% |
| EM Erin Mccann Simplicity Wealth LLC | 2,302 | $626,171.55 | $922,415.54 | $296,243.99 | 47.31% |
Joseph J. Costigan apricus wealth LLC | 1,033 | $220,061.31 | $417,822.67 | $197,761.36 | 89.87% |
Michael Byun SageView Advisory Group LLC | 5,044 | $1.01M | $2.03M | $1.02M | 100.84% |