| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Bill McVay Red Tortoise LLC | 109 | $9,620.34 | $13,186.27 | $3,565.93 | 37.07% |
Samantha Pierangeli City State Bank | 2,292 | $229,560.71 | $278,180.04 | $48,619.33 | 21.18% |
| GC Gregory Clinton KRAEMATON INVESTMENT ADVISORS Inc. | 2,431 | $256,156.55 | $289,872.44 | $33,715.89 | 13.16% |
| JCC Jason Cyril Crawshaw William Allan Corp | 2,667 | $326,457.64 | $322,546.98 | -$3,910.66 | -1.2% |
| BFA Blackston Financial Advisory Group LLC Blackston Financial Advisory Group LLC | 2,835 | $346,296.24 | $337,960.35 | -$8,335.89 | -2.41% |
Morgan Christen Spinnaker Investment Group LLC | 6,279 | $707,410.01 | $758,565.99 | $51,155.98 | 7.23% |
Michael Hackman HFG Advisors Inc. | 2,264 | $286,577.12 | $269,166.96 | -$17,410.16 | -6.08% |
W. Travis McKinney HB Wealth Management LLC | 88,049 | $9.69M | $10.47M | $775,159.55 | 8% |
Martin Schoeffel LGT Fund Management Co. Ltd. | 35,775 | $4.19M | $4.33M | $134,514 | 3.21% |
Ryan Fink Treasure Coast Financial Planning | 2,744 | $321,624.24 | $327,496.4 | $5,872.16 | 1.83% |
| MC mike Chen Byrne Asset Management LLC | 883 | $92,626.7 | $106,825.34 | $14,198.64 | 15.33% |
Mark Perrault Intergy Private Wealth LLC | 2,858 | $339,062.3 | $344,017.46 | $4,955.16 | 1.46% |
Taylor Fairman Eagle Rock Investment Company LLC | 1,685 | $220,633.9 | $203,025.65 | -$17,608.25 | -7.98% |
Brian O'Rourke O'ROURKE & COMPANY Inc. | 4,582 | $470,374.29 | $550,848.04 | $80,473.75 | 17.11% |
| GBW Granite Bay Wealth Management LLC Granite Bay Wealth Management LLC | 3,116 | $394,423.28 | $374,761.32 | -$19,661.96 | -4.98% |
Russell Mohberg Regatta Capital Group LLC | 1,767 | $214,868.3 | $213,647.97 | -$1,220.33 | -0.57% |
| AG Alan Gilmore Financial Futures Ltd. Liability Co. | 3,591 | $470,183.74 | $433,828.71 | -$36,355.03 | -7.73% |
Jeremy Baltz Raleigh Capital Management Inc. | 13,555 | $1.37M | $1.64M | $273,638.65 | 20.03% |
Michelle McCarthy Vantage Financial Partners LLC | 2,191 | $252,639.49 | $264,859.03 | $12,219.54 | 4.84% |
Allison Tronnes Forum Financial Management LP | 4,728 | $550,296.5 | $571,166.04 | $20,869.54 | 3.79% |