| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
James Langer Redmont Wealth Advisors LLC | 47 | $14,642.55 | $14,821.92 | $179.37 | 1.22% |
Bill McVay Red Tortoise LLC | 32 | $4,728 | $10,030.08 | $5,302.08 | 112.14% |
| JBS Joseph Blane Shea Horizon Family Wealth Inc. | 3,685 | $1.05M | $1.16M | $105,819.98 | 10.07% |
Samantha Pierangeli City State Bank | 1,200 | $179,237.52 | $375,888 | $196,650.48 | 109.72% |
Christopher Pelch Vance Wealth LLC | 950 | $305,599.92 | $302,005 | -$3,594.92 | -1.18% |
Roger Steed KRS Capital Management LLC | 5,660 | $957,954.84 | $1.77M | $816,964.56 | 85.28% |
| JCC Jason Cyril Crawshaw William Allan Corp | 4,908 | $705,744.73 | $1.56M | $853,723.19 | 120.97% |
| EI Excelsior Investors Intelligent Financial Strategies | 25 | $5,692.25 | $7,839.75 | $2,147.5 | 37.73% |
| TA Thomas Anderton 626 Financial LLC | 1,432 | $252,346.79 | $453,471.44 | $201,124.65 | 79.7% |
| YR Yarenis Rodriguez Pursue Wealth Partners LLC | 2,800 | $478,465 | $878,472 | $400,007 | 83.6% |
W. Travis McKinney HB Wealth Management LLC | 68,800 | $13.76M | $21.59M | $7.83M | 56.9% |
| LF Lukas Feh LGT Group Foundation | 8,188 | $2.26M | $2.58M | $317,229.01 | 14.01% |
Martin Schoeffel LGT Fund Management Co. Ltd. | 7,750 | $2.34M | $2.46M | $114,622.5 | 4.89% |
| MC mike Chen Byrne Asset Management LLC | 3,062 | $499,490.46 | $959,692.35 | $460,201.89 | 92.13% |
| MPR Maureen P. Ruggiero Mendel Capital Management LLC | 1,429 | $305,016.64 | $449,134.7 | $144,118.06 | 47.25% |
Taylor Fairman Eagle Rock Investment Company LLC | 44,662 | $7.45M | $14.24M | $6.79M | 91.07% |
Russell Mohberg Regatta Capital Group LLC | 1,970 | $298,508.27 | $625,534.1 | $327,025.83 | 109.55% |
Jeremy Baltz Raleigh Capital Management Inc. | 2,250 | $478,013.01 | $704,565 | $226,551.99 | 47.39% |
Allison Tronnes Forum Financial Management LP | 1,339 | $430,721.08 | $419,897.01 | -$10,824.07 | -2.51% |
| DC Debora Caley Richwood Investment Advisors LLC | 3,275 | $892,329.88 | $1.03M | $136,118.37 | 15.25% |