| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
John Gorlow Cardiff Park Advisors LLC | 929 | $208,049.55 | $253,579.83 | $45,530.28 | 21.88% |
| CC Cheung Chan Chemistry Wealth Management LLC | 2,334 | $555,337.16 | $621,917.62 | $66,580.46 | 11.99% |
| AE Alexis Eubanks TILIA FIDUCIARY PARTNERS Inc. | 894 | $200,211.3 | $237,857.64 | $37,646.34 | 18.8% |
D. Patrick Franklin First International Bank & Trust | 2,101 | $518,370.87 | $559,832.44 | $41,461.57 | 8% |
Andrew Burkey Joseph Group Capital Management | 206 | $46,542.76 | $55,638.54 | $9,095.78 | 19.54% |
Sean Reitenbach Prosperity Consulting Group LLC | 10,947 | $2.73M | $2.95M | $214,331.89 | 7.84% |
Kathleen Thornhill Confluence Wealth Services Inc. | 11,868 | $2.89M | $3.16M | $269,362.08 | 9.31% |
James Langer Redmont Wealth Advisors LLC | 61 | $18,261.1 | $16,254.06 | -$2,007.04 | -10.99% |
Bill McVay Red Tortoise LLC | 234 | $55,920.13 | $62,351.64 | $6,431.51 | 11.5% |
Samantha Pierangeli City State Bank | 4,081 | $974,916.25 | $1.09M | $112,506.97 | 11.54% |
| JCC Jason Cyril Crawshaw William Allan Corp | 24,852 | $6.14M | $6.62M | $478,478.82 | 7.79% |
W. Travis McKinney HB Wealth Management LLC | 46,674 | $11.3M | $12.44M | $1.14M | 10.1% |
| LF Lukas Feh LGT Group Foundation | 1,521 | $391,246.83 | $412,708.14 | $21,461.31 | 5.49% |
| MC mike Chen Byrne Asset Management LLC | 1,374 | $313,204.02 | $371,103.65 | $57,899.63 | 18.49% |
| MPR Maureen P. Ruggiero Mendel Capital Management LLC | 6,760 | $1.67M | $1.8M | $128,669.98 | 7.69% |
Brian O'Rourke O'ROURKE & COMPANY Inc. | 1,158 | $285,516.48 | $316,087.67 | $30,571.19 | 10.71% |
Matt Monson Sovereign's Capital Management LLC | 2,688 | $730,590.36 | $733,716.45 | $3,126.09 | 0.43% |
Jeremy Baltz Raleigh Capital Management Inc. | 6,713 | $1.52M | $1.79M | $271,727.48 | 17.91% |
Robert Sinnaeve SS&H Financial Advisors Inc. | 2,470 | $573,954.3 | $658,156.18 | $84,201.88 | 14.67% |
Allison Tronnes Forum Financial Management LP | 2,667 | $815,496.7 | $710,648.79 | -$104,847.91 | -12.86% |