| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
James Langer Redmont Wealth Advisors LLC | 1,347 | $164,293.59 | $168,954.21 | $4,660.62 | 2.84% |
Bill McVay Red Tortoise LLC | 109 | $9,620.34 | $13,671.87 | $4,051.53 | 42.11% |
Samantha Pierangeli City State Bank | 2,292 | $229,560.71 | $287,485.56 | $57,924.85 | 25.23% |
| GC Gregory Clinton KRAEMATON INVESTMENT ADVISORS Inc. | 2,431 | $256,156.55 | $304,920.33 | $48,763.78 | 19.04% |
| JCC Jason Cyril Crawshaw William Allan Corp | 2,717 | $332,556.14 | $340,793.31 | $8,237.17 | 2.48% |
| BFA Blackston Financial Advisory Group LLC Blackston Financial Advisory Group LLC | 2,835 | $346,296.24 | $351,313.2 | $5,016.96 | 1.45% |
Morgan Christen Spinnaker Investment Group LLC | 6,304 | $709,827.76 | $790,710.72 | $80,882.96 | 11.39% |
Michael Hackman HFG Advisors Inc. | 2,264 | $286,577.12 | $282,660.4 | -$3,916.72 | -1.37% |
W. Travis McKinney HB Wealth Management LLC | 82,846 | $9.03M | $10.39M | $1.36M | 15.03% |
Martin Schoeffel LGT Fund Management Co. Ltd. | 35,775 | $4.19M | $4.47M | $273,857.62 | 6.53% |
Ryan Fink Treasure Coast Financial Planning | 2,744 | $321,624.24 | $344,179.92 | $22,555.68 | 7.01% |
| MC mike Chen Byrne Asset Management LLC | 908 | $95,249.2 | $111,992.72 | $16,743.52 | 17.58% |
Mark Perrault Intergy Private Wealth LLC | 2,858 | $339,062.3 | $358,478.94 | $19,416.64 | 5.73% |
Taylor Fairman Eagle Rock Investment Company LLC | 1,685 | $220,633.9 | $211,349.55 | -$9,284.35 | -4.21% |
Brian O'Rourke O'ROURKE & COMPANY Inc. | 4,582 | $470,374.29 | $567,801.44 | $97,427.15 | 20.71% |
| GBW Granite Bay Wealth Management LLC Granite Bay Wealth Management LLC | 3,116 | $394,423.28 | $386,134.72 | -$8,288.56 | -2.1% |
Russell Mohberg Regatta Capital Group LLC | 1,767 | $214,868.3 | $218,206.83 | $3,338.53 | 1.55% |
| AG Alan Gilmore Financial Futures Ltd. Liability Co. | 3,594 | $470,576.56 | $450,795.42 | -$19,781.14 | -4.2% |
Jeremy Baltz Raleigh Capital Management Inc. | 13,555 | $1.37M | $1.7M | $334,093.95 | 24.46% |
Michelle McCarthy Vantage Financial Partners LLC | 2,191 | $252,639.49 | $274,817.13 | $22,177.64 | 8.78% |