| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Clint Dunn Beaird Harris Wealth Management LLC | 506 | $63,034.08 | $64,097.55 | $1,063.47 | 1.69% |
Lindsey Seagraves Carson Advisory Inc. | 2,252 | $253,649.54 | $284,979.34 | $31,329.8 | 12.35% |
Penny A. Phillips Journey Strategic Wealth LLC | 6,527 | $691,277.32 | $827,558.33 | $136,281.01 | 19.71% |
Joshua Ryder Taff New Perspectives Inc. | 2,250 | $259,447.5 | $284,687.32 | $25,239.82 | 9.73% |
G. Adam Parmer Enhancing Capital LLC | 30,300 | $2.7M | $3.77M | $1.08M | 39.89% |
Tyler Glazier New Millennium Group LLC | 340 | $29,932.82 | $43,072.9 | $13,140.08 | 43.9% |
Caroline Jankowski Operose Advisors LLC | 545 | $59,388.26 | $68,945.22 | $9,556.96 | 16.09% |
Ana-Maria Ignat Covestor Ltd | 222 | $21,442.66 | $27,592.38 | $6,149.72 | 28.68% |
Kathryn Brown Morton Brown Family Wealth LLC | 10 | $1,368.1 | $1,267.02 | -$101.08 | -7.39% |
Andrew Burkey Joseph Group Capital Management | 39,115 | $3.79M | $4.96M | $1.16M | 30.72% |
Sean Reitenbach Prosperity Consulting Group LLC | 18,995 | $2M | $2.4M | $405,053.51 | 20.26% |
Kathleen Thornhill Confluence Wealth Services Inc. | 10,950 | $1.21M | $1.39M | $174,740.33 | 14.43% |
Bill McVay Red Tortoise LLC | 67 | $6,946.21 | $8,477.79 | $1,531.58 | 22.05% |
| JBS Joseph Blane Shea Horizon Family Wealth Inc. | 4,064 | $413,600.23 | $505,317.76 | $91,717.53 | 22.18% |
Samantha Pierangeli City State Bank | 5,655 | $515,498.95 | $718,241.55 | $202,742.6 | 39.33% |
Roger Steed KRS Capital Management LLC | 1,541 | $202,011.47 | $191,530.89 | -$10,480.58 | -5.19% |
| JCC Jason Cyril Crawshaw William Allan Corp | 2,037 | $234,918.01 | $257,736.92 | $22,818.91 | 9.71% |
| MWM Marion Wealth Management Marion Wealth Management | 11,053 | $1.23M | $1.4M | $172,653.68 | 14.07% |
W. Travis McKinney HB Wealth Management LLC | 44,065 | $4.39M | $5.48M | $1.09M | 24.77% |
| MC mike Chen Byrne Asset Management LLC | 650 | $56,275.4 | $82,277 | $26,001.6 | 46.2% |