| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Bill McVay Red Tortoise LLC | 5 | $2,346.75 | $2,963.35 | $616.6 | 26.27% |
| JBS Joseph Blane Shea Horizon Family Wealth Inc. | 642 | $257,436 | $391,157.76 | $133,721.76 | 51.94% |
Samantha Pierangeli City State Bank | 2,714 | $1.16M | $1.61M | $452,873.24 | 39.19% |
Christopher Pelch Vance Wealth LLC | 574 | $211,978.74 | $349,479.89 | $137,501.15 | 64.87% |
Brett Lee Planning Center Inc. | 14,238 | $5.1M | $8.44M | $3.34M | 65.36% |
| TA Thomas Anderton 626 Financial LLC | 783 | $292,951.62 | $464,060.59 | $171,108.97 | 58.41% |
| MWM Marion Wealth Management Marion Wealth Management | 3,812 | $1.4M | $2.26M | $860,111.28 | 61.47% |
Randy D. Kurtz Upper Left Wealth Management LLC | 467 | $296,232.12 | $276,776.88 | -$19,455.24 | -6.57% |
Brenda Bickle Adamsbrown Wealth Consultants LLC | 1,432 | $571,337.01 | $848,703.41 | $277,366.4 | 48.55% |
W. Travis McKinney HB Wealth Management LLC | 15,233 | $6.84M | $9.03M | $2.19M | 31.96% |
| LF Lukas Feh LGT Group Foundation | 8,112 | $3.75M | $5.04M | $1.29M | 34.32% |
| MC mike Chen Byrne Asset Management LLC | 2,292 | $928,452.45 | $1.4M | $474,251.55 | 51.08% |
Jeremy Baltz Raleigh Capital Management Inc. | 8 | $4,506.4 | $4,741.36 | $234.96 | 5.21% |
Robert Sinnaeve SS&H Financial Advisors Inc. | 3,979 | $1.65M | $2.36M | $713,174.13 | 43.35% |
Allison Tronnes Forum Financial Management LP | 12,034 | $5.49M | $7.13M | $1.64M | 29.84% |
| DC Debora Caley Richwood Investment Advisors LLC | 2,280 | $1.12M | $1.35M | $227,115.18 | 20.2% |
Paul Elam Oak Harbor Wealth Partners LLC | 5,768 | $2.27M | $3.55M | $1.28M | 56.42% |
William Jollie Quent Capital LLC | 589 | $221,142.46 | $365,668.88 | $144,526.42 | 65.35% |
| RFA Resurgent Financial Advisors LLC Resurgent Financial Advisors LLC | 2,587 | $1.3M | $1.58M | $271,855.76 | 20.86% |
| SMP Sotirios Mike Pappas Mystic Asset Management Inc. | 4,625 | $1.74M | $2.82M | $1.08M | 62.24% |