| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jennifer Carlson Gould Capital LLC | 412 | $35,051.76 | $38,427.24 | $3,375.48 | 9.63% |
Lindsey Seagraves Carson Advisory Inc. | 3,256 | $273,672.38 | $300,561.36 | $26,888.98 | 9.83% |
Penny A. Phillips Journey Strategic Wealth LLC | 10,732 | $858,369.87 | $979,831.6 | $121,461.73 | 14.15% |
G. Adam Parmer Enhancing Capital LLC | 4,000 | $341,360 | $369,240 | $27,880 | 8.17% |
Tyler Glazier New Millennium Group LLC | 103 | $9,958.34 | $9,403.9 | -$554.44 | -5.57% |
Tracy A. Zullo Zullo Investment Group Inc. | 2,652 | $192,456.17 | $242,127.6 | $49,671.43 | 25.81% |
Ana-Maria Ignat Covestor Ltd | 286 | $26,102.95 | $26,675.22 | $572.27 | 2.19% |
Kathryn Brown Morton Brown Family Wealth LLC | 25 | $2,114.76 | $2,282.5 | $167.74 | 7.93% |
Andrew Burkey Joseph Group Capital Management | 367 | $31,944.36 | $34,131 | $2,186.64 | 6.85% |
Sean Reitenbach Prosperity Consulting Group LLC | 7,288 | $631,803.68 | $672,828.16 | $41,024.48 | 6.49% |
Kathleen Thornhill Confluence Wealth Services Inc. | 20,599 | $1.86M | $1.88M | $23,062.7 | 1.24% |
Samantha Pierangeli City State Bank | 1,304 | $103,379.72 | $119,055.2 | $15,675.48 | 15.16% |
| EI Excelsior Investors Intelligent Financial Strategies | 273 | $21,509.67 | $24,924.9 | $3,415.23 | 15.88% |
W. Travis McKinney HB Wealth Management LLC | 79,403 | $6.32M | $7.25M | $931,110.91 | 14.74% |
| LF Lukas Feh LGT Group Foundation | 34,020 | $2.63M | $3.17M | $541,183.22 | 20.57% |
Martin Schoeffel LGT Fund Management Co. Ltd. | 9,700 | $844,137.9 | $904,622 | $60,484.1 | 7.17% |
| MC mike Chen Byrne Asset Management LLC | 240 | $22,003.2 | $22,387.2 | $384 | 1.75% |
Brian O'Rourke O'ROURKE & COMPANY Inc. | 3,077 | $260,350.11 | $282,930.15 | $22,580.04 | 8.67% |
Nathan Geraci ETF Store Inc. | 9,333 | $962,571.62 | $852,102.9 | -$110,468.72 | -11.48% |
Jeremy Baltz Raleigh Capital Management Inc. | 196 | $18,259.26 | $17,894.8 | -$364.46 | -2% |