| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Kathryn Brown Morton Brown Family Wealth LLC | 3 | $601.86 | $603.99 | $2.13 | 0.35% |
| CC Cheung Chan Chemistry Wealth Management LLC | 4,169 | $749,922.92 | $841,054.06 | $91,131.14 | 12.15% |
Andrew Burkey Joseph Group Capital Management | 154 | $33,951.28 | $31,007.13 | -$2,944.15 | -8.67% |
| ERT Edward R. Tedeschi Pb Investment Partners LP | 135,158 | $18.44M | $27.12M | $8.68M | 47.09% |
Sean Reitenbach Prosperity Consulting Group LLC | 3,361 | $609,424.62 | $674,031.74 | $64,607.12 | 10.6% |
Kathleen Thornhill Confluence Wealth Services Inc. | 4,471 | $886,059.37 | $896,949.66 | $10,890.29 | 1.23% |
Bill McVay Red Tortoise LLC | 45 | $7,462.1 | $9,033.3 | $1,571.2 | 21.06% |
Samantha Pierangeli City State Bank | 1,928 | $410,201.28 | $387,412.32 | -$22,788.96 | -5.56% |
Christopher Pelch Vance Wealth LLC | 1,164 | $233,521.68 | $236,163.96 | $2,642.28 | 1.13% |
| BFA Blackston Financial Advisory Group LLC Blackston Financial Advisory Group LLC | 1,202 | $241,145.24 | $239,955.26 | -$1,189.98 | -0.49% |
| TA Thomas Anderton 626 Financial LLC | 2,546 | $273,458.65 | $513,451.82 | $239,993.17 | 87.76% |
| MWM Marion Wealth Management Marion Wealth Management | 1,993 | $280,927.83 | $404,738.44 | $123,810.61 | 44.07% |
W. Travis McKinney HB Wealth Management LLC | 45,851 | $8.34M | $9.12M | $776,179.73 | 9.3% |
| LF Lukas Feh LGT Group Foundation | 1,849 | $337,313.07 | $372,453.31 | $35,140.24 | 10.42% |
| MC mike Chen Byrne Asset Management LLC | 154 | $22,589.26 | $30,883.93 | $8,294.67 | 36.72% |
Taylor Fairman Eagle Rock Investment Company LLC | 23,858 | $3.69M | $4.85M | $1.16M | 31.45% |
Russell Mohberg Regatta Capital Group LLC | 11,900 | $1.89M | $2.41M | $526,986.11 | 27.95% |
Jeremy Baltz Raleigh Capital Management Inc. | 528 | $109,038.06 | $105,853.44 | -$3,184.62 | -2.92% |
Allison Tronnes Forum Financial Management LP | 6,104 | $1.3M | $1.23M | -$67,111.64 | -5.17% |
| DC Debora Caley Richwood Investment Advisors LLC | 3,534 | $638,699.04 | $705,492.42 | $66,793.38 | 10.46% |