| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Samantha Pierangeli City State Bank | 5,655 | $515,498.95 | $722,991.75 | $207,492.8 | 40.25% |
Roger Steed KRS Capital Management LLC | 1,541 | $202,011.47 | $197,016.85 | -$4,994.62 | -2.47% |
| JCC Jason Cyril Crawshaw William Allan Corp | 2,057 | $237,224.21 | $262,987.45 | $25,763.24 | 10.86% |
| MWM Marion Wealth Management Marion Wealth Management | 11,053 | $1.23M | $1.41M | $186,027.81 | 15.16% |
W. Travis McKinney HB Wealth Management LLC | 51,979 | $5.18M | $6.65M | $1.47M | 28.31% |
| MC mike Chen Byrne Asset Management LLC | 490 | $37,293 | $61,970.3 | $24,677.3 | 66.17% |
Mark Perrault Intergy Private Wealth LLC | 1,468 | $200,837.08 | $187,683.8 | -$13,153.28 | -6.55% |
| JRS James RG Skjong Ulland Investment Advisors LLC | 50 | $4,448.5 | $6,392.5 | $1,944 | 43.7% |
Jeremy Baltz Raleigh Capital Management Inc. | 2,603 | $224,174.36 | $332,793.55 | $108,619.19 | 48.45% |
Robert Sinnaeve SS&H Financial Advisors Inc. | 11,898 | $1.18M | $1.52M | $337,848.08 | 28.55% |
Allison Tronnes Forum Financial Management LP | 2,139 | $281,663.64 | $273,471.15 | -$8,192.49 | -2.91% |
| DC Debora Caley Richwood Investment Advisors LLC | 1,733 | $189,364.91 | $221,564.05 | $32,199.14 | 17% |
Edward A. McDonough McDonough Capital Management Inc. | 2,771 | $252,647.04 | $345,405.15 | $92,758.11 | 36.71% |
| LWL Leo Wealth LLC Leo Wealth LLC | 13,017 | $1.44M | $1.66M | $225,705.54 | 15.69% |
William Jollie Quent Capital LLC | 3,228 | $311,251.74 | $405,856.44 | $94,604.7 | 30.39% |
Timothy R. Guthrie Bullseye Investment Management LLC | 3,289 | $359,389.03 | $420,498.65 | $61,109.62 | 17% |
Marc H. Stone Tyler-Stone Wealth Management | 1,866 | $203,897.82 | $238,568.1 | $34,670.28 | 17% |
Missy Straw Nilsine Partners LLC | 6,910 | $768,339.1 | $883,443.5 | $115,104.4 | 14.98% |
Dalila Toledo Ascent Group LLC | 32,681 | $3.07M | $4.18M | $1.11M | 36.2% |
| EM Erin Mccann Simplicity Wealth LLC | 7,002 | $746,124.91 | $885,542.94 | $139,418.03 | 18.69% |