| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Andrew Burkey Joseph Group Capital Management | 47 | $12,711.09 | $13,590.99 | $879.9 | 6.92% |
Bill McVay Red Tortoise LLC | 36 | $8,146.44 | $11,168.28 | $3,021.84 | 37.09% |
| JBS Joseph Blane Shea Horizon Family Wealth Inc. | 3,635 | $759,752.14 | $1.04M | $276,295.56 | 36.37% |
Samantha Pierangeli City State Bank | 300 | $42,043.08 | $93,069 | $51,025.92 | 121.37% |
| MWM Marion Wealth Management Marion Wealth Management | 10,976 | $1.5M | $3.41M | $1.9M | 126.5% |
W. Travis McKinney HB Wealth Management LLC | 5,230 | $1.05M | $1.62M | $572,512.84 | 54.53% |
Martin Schoeffel LGT Fund Management Co. Ltd. | 18,790 | $4.56M | $5.38M | $825,068.71 | 18.09% |
Allison Tronnes Forum Financial Management LP | 14,508 | $3M | $4.5M | $1.5M | 50.2% |
William Jollie Quent Capital LLC | 615 | $151,973.79 | $176,246.69 | $24,272.9 | 15.97% |
| SMP Sotirios Mike Pappas Mystic Asset Management Inc. | 1,340 | $240,723.2 | $381,926.8 | $141,203.6 | 58.66% |
Dalila Toledo Ascent Group LLC | 3,811 | $743,232.15 | $1.18M | $439,054.42 | 59.07% |
Robert Glass AlphaCentric Advisors LLC | 1,083 | $302,094.81 | $335,979.1 | $33,884.29 | 11.22% |
Joseph J. Costigan apricus wealth LLC | 1,693 | $353,204.25 | $525,219.41 | $172,015.16 | 48.7% |
Mark Fiskio Empirical Asset Management LLC | 1,279 | $317,665.25 | $366,535.81 | $48,870.56 | 15.38% |
Daniel Ronan Catalyst Financial Partners LLC | 1,626 | $431,400.05 | $504,434 | $73,033.95 | 16.93% |
Amanda Hawley Atria Wealth Solutions Inc. | 3,862 | $856,305.89 | $1.2M | $341,802.41 | 39.92% |
| LV Leah Vaden Redwood Financial Network Corp. | 1,299 | $258,371.16 | $372,267.41 | $113,896.25 | 44.08% |
Michael Stulic Astoria Portfolio Advisors LLC | 1,190 | $188,466.9 | $369,173.71 | $180,706.81 | 95.88% |
Nolan Baker Retirement Guys Formula LLC | 7,826 | $1.95M | $2.43M | $479,478.1 | 24.61% |
| CIG CHB Investment Group LLC CHB Investment Group LLC | 16,012 | $3.31M | $4.97M | $1.66M | 50.16% |