| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Samantha Pierangeli City State Bank | 4,800 | $456,944.82 | $538,728 | $81,783.18 | 17.9% |
| GC Gregory Clinton KRAEMATON INVESTMENT ADVISORS Inc. | 7,944 | $681,180.25 | $877,573.68 | $196,393.43 | 28.83% |
| TRI Trail Ridge Investment Advisors LLC Trail Ridge Investment Advisors LLC | 2,000 | $226,360 | $224,520 | -$1,840 | -0.81% |
W. Travis McKinney HB Wealth Management LLC | 20,890 | $2.12M | $2.29M | $179,408.28 | 8.48% |
| MC mike Chen Byrne Asset Management LLC | 215 | $18,343.8 | $24,009.05 | $5,665.25 | 30.88% |
Jeremy Baltz Raleigh Capital Management Inc. | 212 | $19,583.77 | $23,661.32 | $4,077.55 | 20.82% |
| DC Debora Caley Richwood Investment Advisors LLC | 3,959 | $437,825.81 | $436,598.52 | -$1,227.29 | -0.28% |
| LWL Leo Wealth LLC Leo Wealth LLC | 2,519 | $251,182.72 | $281,271.54 | $30,088.82 | 11.98% |
William Jollie Quent Capital LLC | 3,610 | $359,574.68 | $396,594.6 | $37,019.92 | 10.3% |
| RFA Resurgent Financial Advisors LLC Resurgent Financial Advisors LLC | 2,764 | $312,345.02 | $308,310.38 | -$4,034.64 | -1.29% |
| SMP Sotirios Mike Pappas Mystic Asset Management Inc. | 8,870 | $769,620.38 | $974,458.2 | $204,837.82 | 26.62% |
Richard A. Flora Key Client Fiduciary Advisors LLC | 6,318 | $591,466.93 | $704,267.46 | $112,800.53 | 19.07% |
Jonathan Straus Commons Capital LLC | 2,042 | $225,677.44 | $225,375.54 | -$301.9 | -0.13% |
Missy Straw Nilsine Partners LLC | 1,836 | $203,117 | $205,072.02 | $1,955.02 | 0.96% |
Dalila Toledo Ascent Group LLC | 15,934 | $1.68M | $1.79M | $108,401.15 | 6.45% |
| EM Erin Mccann Simplicity Wealth LLC | 10,572 | $1.03M | $1.17M | $142,245.93 | 13.85% |
Michael Byun SageView Advisory Group LLC | 2,551 | $257,975.29 | $284,946.44 | $26,971.15 | 10.45% |
| KB Kimberly Byrne Bill Few Associates Inc. | 2,027 | $229,358.96 | $218,551.14 | -$10,807.82 | -4.71% |
Brian Clay Clay Northam Wealth Management LLC | 2,000 | $226,360 | $219,690 | -$6,670 | -2.95% |
Daniel Hays Comprehensive Financial Consultants Institutional Inc. | 3,247 | $277,165.08 | $356,715.42 | $79,550.34 | 28.7% |