| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| WTM W. Travis McKinney HB Wealth Management LLC | 11,840 | $1.78M | $2.42M | $634,995.14 | 35.66% |
Jeremy Baltz Raleigh Capital Management Inc. | 1,443 | $241,081.96 | $294,400.86 | $53,318.9 | 22.12% |
| MM Michelle McCarthy Vantage Financial Partners LLC | 4,934 | $1.02M | $977,770.78 | -$38,017.96 | -3.74% |
| PE Paul Elam Oak Harbor Wealth Partners LLC | 2,248 | $253,821.68 | $458,636.96 | $204,815.28 | 80.69% |
| WJ William Jollie Quent Capital LLC | 899 | $177,376.98 | $182,748.72 | $5,371.74 | 3.03% |
| RFA Resurgent Financial Advisors LLC Resurgent Financial Advisors LLC | 2,227 | $303,626.14 | $454,352.54 | $150,726.4 | 49.64% |
| TRG Timothy R. Guthrie Bullseye Investment Management LLC | 1,611 | $331,108.83 | $319,251.87 | -$11,856.96 | -3.58% |
| SD Stephen Dunnaway Brown Shipley& Co Ltd | 191 | $27,319.82 | $38,830.3 | $11,510.48 | 42.13% |
Dalila Toledo Ascent Group LLC | 33,336 | $4.29M | $6.78M | $2.49M | 58.04% |
| EM Erin Mccann Simplicity Wealth LLC | 1,460 | $325,390.2 | $297,869.2 | -$27,521 | -8.46% |
Michael Byun SageView Advisory Group LLC | 13,831 | $1.77M | $2.81M | $1.04M | 59.09% |
| NG Nicole Goff Retirement Solution LLC | 1,578 | $296,774.46 | $321,943.56 | $25,169.1 | 8.48% |
Chad Soukup jvl associates LLC | 4,474 | $768,504.66 | $912,785.48 | $144,280.82 | 18.77% |
| PP Penny Paul Andina Capital Management LLC | 2,046 | $363,427.71 | $417,424.92 | $53,997.21 | 14.86% |
| SM Samuel Miller Kraft, Davis & Associates LLC | 3,454 | $386,339.46 | $704,685.08 | $318,345.62 | 82.4% |
| HKI Hutchens & Kramer Investment Management Group LLC Hutchens & Kramer Investment Management Group LLC | 3,920 | $743,656.42 | $797,288.8 | $53,632.38 | 7.21% |
| CS Catherine Salsman Paragon Private Wealth Management LLC | 3,711 | $589,968.98 | $754,780.29 | $164,811.31 | 27.94% |
Christopher M. Marks Sterling Investment Counsel LLC | 3,686 | $693,226.02 | $749,290.08 | $56,064.06 | 8.09% |
| MT Michael Topley Lansing Street Advisors | 5,113 | $1M | $1.04M | $36,280.14 | 3.62% |
| TG Timothy Gerlach Novem Group | 1,314 | $269,615.54 | $267,109.92 | -$2,505.62 | -0.93% |