| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Bill McVay Red Tortoise LLC | 554 | $52,928.46 | $61,194.84 | $8,266.38 | 15.62% |
| SP Samantha Pierangeli City State Bank | 4,795 | $456,391.67 | $535,289.82 | $78,898.15 | 17.29% |
| GC Gregory Clinton KRAEMATON INVESTMENT ADVISORS Inc. | 7,920 | $678,525.13 | $873,734.4 | $195,209.27 | 28.77% |
| TRI Trail Ridge Investment Advisors LLC Trail Ridge Investment Advisors LLC | 2,000 | $226,360 | $220,920 | -$5,440 | -2.4% |
| WTM W. Travis McKinney HB Wealth Management LLC | 18,718 | $1.88M | $2.1M | $222,821.86 | 11.88% |
| MC mike Chen Byrne Asset Management LLC | 215 | $18,343.8 | $24,099.35 | $5,755.55 | 31.38% |
Jeremy Baltz Raleigh Capital Management Inc. | 211 | $19,473.14 | $23,650.99 | $4,177.85 | 21.45% |
| DC Debora Caley Richwood Investment Advisors LLC | 4,249 | $469,896.91 | $469,344.54 | -$552.37 | -0.12% |
| LWL Leo Wealth LLC Leo Wealth LLC | 2,519 | $251,182.72 | $282,354.71 | $31,171.99 | 12.41% |
| WJ William Jollie Quent Capital LLC | 3,136 | $307,136.06 | $350,071.68 | $42,935.62 | 13.98% |
| RFA Resurgent Financial Advisors LLC Resurgent Financial Advisors LLC | 2,574 | $291,325.32 | $288,519.66 | -$2,805.66 | -0.96% |
| SMP Sotirios Mike Pappas Mystic Asset Management Inc. | 8,974 | $778,493.66 | $1.01M | $227,402 | 29.21% |
| RAF Richard A. Flora Key Client Fiduciary Advisors LLC | 6,318 | $591,466.93 | $708,184.62 | $116,717.69 | 19.73% |
Jonathan Straus Commons Capital LLC | 2,037 | $225,124.29 | $228,327.33 | $3,203.04 | 1.42% |
Dalila Toledo Ascent Group LLC | 11,970 | $1.24M | $1.34M | $94,797.08 | 7.64% |
| EM Erin Mccann Simplicity Wealth LLC | 9,749 | $936,074.5 | $1.09M | $156,690.91 | 16.74% |
Michael Byun SageView Advisory Group LLC | 2,487 | $249,810.3 | $277,623.81 | $27,813.51 | 11.13% |
| KB Kimberly Byrne Bill Few Associates Inc. | 2,022 | $228,839.76 | $226,645.98 | -$2,193.78 | -0.96% |
Brian Clay Clay Northam Wealth Management LLC | 2,000 | $226,360 | $224,180 | -$2,180 | -0.96% |
Daniel Hays Comprehensive Financial Consultants Institutional Inc. | 4,017 | $342,861.48 | $449,743.32 | $106,881.84 | 31.17% |