| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JBL Jason B. Lockridge Southern Capital Advisors LLC | 18,025 | $1.9M | $2.13M | $231,156.88 | 12.17% |
Lindsey Seagraves Carson Advisory Inc. | 9,272 | $541,485.14 | $1.11M | $565,916.18 | 104.51% |
Penny A. Phillips Journey Strategic Wealth LLC | 5,138 | $550,461.36 | $613,888.24 | $63,426.88 | 11.52% |
Caroline Jankowski Operose Advisors LLC | 65 | $6,854.9 | $7,722.65 | $867.75 | 12.66% |
Tracy A. Zullo Zullo Investment Group Inc. | 2,721 | $150,552.93 | $323,608.53 | $173,055.6 | 114.95% |
Ana-Maria Ignat Covestor Ltd | 192 | $18,600.96 | $22,665.6 | $4,064.64 | 21.85% |
John Gorlow Cardiff Park Advisors LLC | 2,686 | $206,297.42 | $319,043.08 | $112,745.66 | 54.65% |
Andrew Burkey Joseph Group Capital Management | 157 | $18,408.25 | $18,654.74 | $246.49 | 1.34% |
Sean Reitenbach Prosperity Consulting Group LLC | 3,232 | $378,952 | $384,187.84 | $5,235.84 | 1.38% |
Kathleen Thornhill Confluence Wealth Services Inc. | 12,058 | $1.06M | $1.43M | $373,632.86 | 35.31% |
Samantha Pierangeli City State Bank | 206 | $17,313.91 | $24,647.9 | $7,333.99 | 42.36% |
Evan Shorten PARAGON FINANCIAL PARTNERS Inc. | 1,664 | $195,104 | $196,751.36 | $1,647.36 | 0.84% |
| GC Gregory Clinton KRAEMATON INVESTMENT ADVISORS Inc. | 15,494 | $918,659.71 | $1.83M | $913,505.79 | 99.44% |
| TA Thomas Anderton 626 Financial LLC | 13,430 | $697,258.75 | $1.59M | $897,688.05 | 128.75% |
Michael Hackman HFG Advisors Inc. | 2,438 | $170,172.4 | $287,830.28 | $117,657.88 | 69.14% |
W. Travis McKinney HB Wealth Management LLC | 71,812 | $7.11M | $8.48M | $1.37M | 19.25% |
| MPR Maureen P. Ruggiero Mendel Capital Management LLC | 14,316 | $869,238.52 | $1.69M | $822,626.36 | 94.64% |
| NWL Nicholas Wealth LLC Nicholas Wealth LLC | 10,139 | $1.04M | $1.2M | $162,769.02 | 15.63% |
Taylor Fairman Eagle Rock Investment Company LLC | 2,900 | $162,980 | $344,897 | $181,917 | 111.62% |
Brian O'Rourke O'ROURKE & COMPANY Inc. | 2,087 | $233,326.6 | $247,594.79 | $14,268.19 | 6.12% |