| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| LMR Lindsay Marie Rider Obsidian Personal Planning Solutions LLC | 2,515 | $222,162.75 | $319,706.8 | $97,544.05 | 43.91% |
Lindsey Seagraves Carson Advisory Inc. | 9,719 | $1.04M | $1.24M | $193,416.42 | 18.56% |
| PAP Penny A. Phillips Journey Strategic Wealth LLC | 5,318 | $776,404.9 | $675,651.9 | -$100,753 | -12.98% |
| TG Tyler Glazier New Millennium Group LLC | 103 | $17,125.16 | $13,086.15 | -$4,039.01 | -23.59% |
Caroline Jankowski Operose Advisors LLC | 3,370 | $384,051.42 | $428,158.5 | $44,107.08 | 11.48% |
Ana-Maria Ignat Covestor Ltd | 498 | $67,758.62 | $62,708.16 | -$5,050.46 | -7.45% |
| RW Ryan Westerbeck Greenup Street Wealth Management LLC | 20,496 | $2.43M | $2.6M | $177,095.1 | 7.3% |
John Gorlow Cardiff Park Advisors LLC | 3,858 | $443,631.42 | $490,158.9 | $46,527.48 | 10.49% |
| CC Cheung Chan Chemistry Wealth Management LLC | 4,969 | $605,043.62 | $631,311.45 | $26,267.83 | 4.34% |
| CB Catherine Bluvol Next Level Private LLC | 31,849 | $3.18M | $4.05M | $865,830.39 | 27.22% |
| SR Sean Reitenbach Prosperity Consulting Group LLC | 11,358 | $1.61M | $1.44M | -$166,895.97 | -10.37% |
Kathleen Thornhill Confluence Wealth Services Inc. | 2,372 | $239,362.79 | $299,915.68 | $60,552.89 | 25.3% |
| JL James Langer Redmont Wealth Advisors LLC | 173 | $25,877.34 | $21,979.65 | -$3,897.69 | -15.06% |
| SP Samantha Pierangeli City State Bank | 1,600 | $133,106.4 | $202,488 | $69,381.6 | 52.12% |
| MS Michael Schneck Gridiron Partners LLC | 4,454 | $760,965.9 | $565,880.7 | -$195,085.2 | -25.64% |
| MC Morgan Christen Spinnaker Investment Group LLC | 3,087 | $449,253.26 | $396,278.19 | -$52,975.07 | -11.79% |
| MWM Marion Wealth Management Marion Wealth Management | 20,865 | $2.09M | $2.69M | $597,052.19 | 28.51% |
| WTM W. Travis McKinney HB Wealth Management LLC | 48,138 | $6.06M | $6.06M | -$5,623.2 | -0.09% |
| MC mike Chen Byrne Asset Management LLC | 5,969 | $681,264.02 | $751,258.34 | $69,994.32 | 10.27% |
| NWL Nicholas Wealth LLC Nicholas Wealth LLC | 7,881 | $1.13M | $996,473.64 | -$137,025.69 | -12.09% |