| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Adam K. Wright Kathleen S. Wright Associates Inc. | 30 | $22,707.6 | $49,924.35 | $27,216.75 | 119.86% |
Jonathan Yarger Yarger Wealth Strategies LLC | 469 | $560,531.31 | $784,890.26 | $224,358.95 | 40.03% |
Michael Hogan Promethos Capital LLC | 7,040 | $9.42M | $11.54M | $2.12M | 22.5% |
| PSC PayPay Securities Corp. PayPay Securities Corp. | 2 | $1,931.4 | $3,332.62 | $1,401.22 | 72.55% |
Clint Dunn Beaird Harris Wealth Management LLC | 31 | $23,915.28 | $51,364.98 | $27,449.7 | 114.78% |
David B. Short Investments & Financial Planning LLC | 127 | $167,745.41 | $208,666.08 | $40,920.67 | 24.39% |
Penny A. Phillips Journey Strategic Wealth LLC | 441 | $430,984.07 | $729,462.51 | $298,478.44 | 69.26% |
Russell Kartub Insight Inv LLC | 118 | $234,753.91 | $195,262.86 | -$39,491.05 | -16.82% |
Lisa Cooper Figure 8 Investment Strategies LLC | 1,636 | $1.13M | $2.68M | $1.55M | 137.12% |
Kenneth A. Armstrong Elevate Capital Advisors LLC | 1,432 | $1.17M | $2.35M | $1.19M | 101.7% |
Tyler Glazier New Millennium Group LLC | 4 | $4,090.92 | $6,661.09 | $2,570.17 | 62.83% |
Caroline Jankowski Operose Advisors LLC | 28 | $55,704.32 | $46,374.16 | -$9,330.16 | -16.75% |
Joshua Moeller Hill Island Financial LLC | 119 | $236,743.35 | $195,502.72 | -$41,240.63 | -17.42% |
Kathryn Brown Morton Brown Family Wealth LLC | 2 | $3,978.88 | $3,330.54 | -$648.34 | -16.29% |
| CC Cheung Chan Chemistry Wealth Management LLC | 404 | $361,809.01 | $663,174.08 | $301,365.07 | 83.29% |
| JK Joshua Kirby Guardian Wealth Management Inc. | 3,923 | $3.94M | $6.43M | $2.49M | 63.19% |
Daniel Flack Intrinsic Value Partners LLC | 759 | $377,525.24 | $1.25M | $873,234.65 | 231.3% |
Sean Reitenbach Prosperity Consulting Group LLC | 1,388 | $1.72M | $2.3M | $582,388.01 | 33.84% |
Kathleen Thornhill Confluence Wealth Services Inc. | 316 | $401,923.33 | $523,574.08 | $121,650.75 | 30.27% |
James Langer Redmont Wealth Advisors LLC | 64 | $51,288.96 | $106,724.48 | $55,435.52 | 108.08% |