| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Sean Reitenbach Prosperity Consulting Group LLC | 3,816 | $317,734.01 | $288,222.48 | -$29,511.53 | -9.29% |
Kathleen Thornhill Confluence Wealth Services Inc. | 6,162 | $366,677.44 | $485,011.02 | $118,333.58 | 32.27% |
James Langer Redmont Wealth Advisors LLC | 430 | $32,047.9 | $33,845.3 | $1,797.4 | 5.61% |
Samantha Pierangeli City State Bank | 2,156 | $126,679.73 | $169,698.76 | $43,019.03 | 33.96% |
W. Travis McKinney HB Wealth Management LLC | 23,694 | $1.48M | $1.86M | $382,105.72 | 25.77% |
| MC mike Chen Byrne Asset Management LLC | 48 | $3,246.24 | $3,758.88 | $512.64 | 15.79% |
Paul Elam Oak Harbor Wealth Partners LLC | 8,273 | $396,439.91 | $647,858.63 | $251,418.72 | 63.42% |
William Jollie Quent Capital LLC | 3,563 | $207,437.99 | $273,745.29 | $66,307.3 | 31.96% |
Missy Straw Nilsine Partners LLC | 2,447 | $207,236 | $192,603.37 | -$14,632.63 | -7.06% |
Dalila Toledo Ascent Group LLC | 6,193 | $467,668.21 | $487,451.03 | $19,782.82 | 4.23% |
| EM Erin Mccann Simplicity Wealth LLC | 3,887 | $317,256.94 | $304,390.97 | -$12,865.97 | -4.06% |
Joseph J. Costigan apricus wealth LLC | 2,727 | $130,499.31 | $214,642.17 | $84,142.86 | 64.48% |
Katie Christensen iSAM Funds UKK) Ltd | 21,200 | $1.8M | $1.6M | -$194,192 | -10.82% |
Kristen Williams Athena Investment Management | 2,799 | $161,418.33 | $219,189.69 | $57,771.36 | 35.79% |
| MFA Millington Financial Advisors LLC Millington Financial Advisors LLC | 41,838 | $2.82M | $3.21M | $398,636.93 | 14.16% |
| BPN Brent P. Nicks Strategic Planning Inc. | 7,023 | $441,968.79 | $552,780.33 | $110,811.54 | 25.07% |
Daniel Ronan Catalyst Financial Partners LLC | 4,183 | $275,406.64 | $329,243.93 | $53,837.29 | 19.55% |
Amanda Hawley Atria Wealth Solutions Inc. | 27,066 | $1.55M | $2.13M | $579,806.36 | 37.39% |
| TL Tradewinds LLC Tradewinds LLC | 745 | $60,806.9 | $57,126.6 | -$3,680.3 | -6.05% |
Leonid Berline ARMSTRONG ADVISORY GROUP Inc. | 1,098 | $64,394.07 | $86,423.58 | $22,029.51 | 34.21% |