| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Kathryn Brown Morton Brown Family Wealth LLC | 25 | $2,114.76 | $2,332 | $217.24 | 10.27% |
Andrew Burkey Joseph Group Capital Management | 367 | $31,944.36 | $34,226.42 | $2,282.06 | 7.14% |
Sean Reitenbach Prosperity Consulting Group LLC | 7,288 | $631,803.68 | $678,804.32 | $47,000.64 | 7.44% |
Kathleen Thornhill Confluence Wealth Services Inc. | 20,599 | $1.86M | $1.92M | $60,552.88 | 3.26% |
Samantha Pierangeli City State Bank | 1,304 | $103,379.72 | $121,611.04 | $18,231.32 | 17.64% |
| EI Excelsior Investors Intelligent Financial Strategies | 273 | $21,509.67 | $25,326.21 | $3,816.54 | 17.74% |
W. Travis McKinney HB Wealth Management LLC | 84,226 | $6.76M | $7.81M | $1.04M | 15.45% |
| LF Lukas Feh LGT Group Foundation | 34,020 | $2.63M | $3.18M | $546,286.22 | 20.76% |
Martin Schoeffel LGT Fund Management Co. Ltd. | 9,700 | $844,137.9 | $907,920 | $63,782.1 | 7.56% |
| MC mike Chen Byrne Asset Management LLC | 240 | $22,003.2 | $22,353.6 | $350.4 | 1.59% |
Brian O'Rourke O'ROURKE & COMPANY Inc. | 3,077 | $260,350.11 | $286,714.86 | $26,364.75 | 10.13% |
Nathan Geraci ETF Store Inc. | 9,333 | $962,571.62 | $862,415.86 | -$100,155.76 | -10.41% |
Courtney Lawson Autumn Glory Partners LLC | 10,144 | $930,001.92 | $952,420.16 | $22,418.24 | 2.41% |
Jeremy Baltz Raleigh Capital Management Inc. | 196 | $18,259.26 | $18,241.72 | -$17.54 | -0.1% |
Robert Sinnaeve SS&H Financial Advisors Inc. | 35,213 | $2.71M | $3.3M | $594,948.93 | 21.99% |
| DC Debora Caley Richwood Investment Advisors LLC | 3,054 | $285,574 | $281,639.88 | -$3,934.12 | -1.38% |
| LWL Leo Wealth LLC Leo Wealth LLC | 5,945 | $527,197.71 | $554,311.8 | $27,114.09 | 5.14% |
William Jollie Quent Capital LLC | 3,944 | $328,977.08 | $365,490.48 | $36,513.4 | 11.1% |
Timothy R. Guthrie Bullseye Investment Management LLC | 100 | $7,902 | $9,345 | $1,443 | 18.26% |
| SMP Sotirios Mike Pappas Mystic Asset Management Inc. | 24,500 | $2.1M | $2.27M | $167,399.29 | 7.96% |