| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| SR Sean Reitenbach Prosperity Consulting Group LLC | 1,907 | $465,025.68 | $745,083.97 | $280,058.29 | 60.22% |
Kathleen Thornhill Confluence Wealth Services Inc. | 7,946 | $1.9M | $3.05M | $1.15M | 60.62% |
| JL James Langer Redmont Wealth Advisors LLC | 13 | $2,621.71 | $5,079.23 | $2,457.52 | 93.74% |
Bill McVay Red Tortoise LLC | 79 | $12,958.37 | $30,350.22 | $17,391.85 | 134.21% |
| SP Samantha Pierangeli City State Bank | 654 | $120,151.93 | $244,399.28 | $124,247.35 | 103.41% |
John Swift Benchmark Investment Advisors LLC | 1,394 | $280,320.23 | $544,649.74 | $264,329.51 | 94.3% |
| MWM Marion Wealth Management Marion Wealth Management | 19,385 | $3.46M | $7.38M | $3.91M | 113.1% |
| WTM W. Travis McKinney HB Wealth Management LLC | 18,479 | $4.08M | $7.02M | $2.94M | 72.18% |
Martin Schoeffel LGT Fund Management Co. Ltd. | 667 | $152,249.42 | $256,248.06 | $103,998.64 | 68.31% |
Brian O'Rourke O'ROURKE & COMPANY Inc. | 2,800 | $558,275.8 | $1.08M | $517,428.2 | 92.68% |
| RM Russell Mohberg Regatta Capital Group LLC | 1,034 | $202,419.52 | $397,242.12 | $194,822.6 | 96.25% |
| SC Sue Cox BetterWealth LLC | 1,497 | $476,255.58 | $575,117.46 | $98,861.88 | 20.76% |
Jeremy Baltz Raleigh Capital Management Inc. | 1,813 | $447,545.1 | $688,758.7 | $241,213.6 | 53.9% |
Allison Tronnes Forum Financial Management LP | 1,483 | $338,693.12 | $563,391.7 | $224,698.58 | 66.34% |
| PE Paul Elam Oak Harbor Wealth Partners LLC | 2,255 | $525,174.61 | $856,674.5 | $331,499.89 | 63.12% |
| LWL Leo Wealth LLC Leo Wealth LLC | 653 | $207,761 | $248,074.7 | $40,313.7 | 19.4% |
| WJ William Jollie Quent Capital LLC | 1,467 | $264,026.63 | $560,269.3 | $296,242.67 | 112.2% |
| SMP Sotirios Mike Pappas Mystic Asset Management Inc. | 759 | $206,263.26 | $288,344.1 | $82,080.84 | 39.79% |
| RAF Richard A. Flora Key Client Fiduciary Advisors LLC | 756 | $205,247.05 | $287,204.4 | $81,957.35 | 39.93% |
| MS Missy Straw Nilsine Partners LLC | 2,549 | $566,904.62 | $968,365.1 | $401,460.48 | 70.82% |