| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Caroline Jankowski Operose Advisors LLC | 1,314 | $123,023.52 | $125,822.07 | $2,798.55 | 2.27% |
| SD Stefan Demuth Ameliora Wealth Management Ltd. | 250 | $20,630 | $23,938.75 | $3,308.75 | 16.04% |
Kelly Kaczmarczyk Dravo Bay LLC | 2,640 | $235,140.28 | $252,793.2 | $17,652.92 | 7.51% |
| SR Sean Reitenbach Prosperity Consulting Group LLC | 16,058 | $1.5M | $1.54M | $33,424.55 | 2.22% |
Bill McVay Red Tortoise LLC | 1,574 | $134,736.2 | $150,317 | $15,580.8 | 11.56% |
| SP Samantha Pierangeli City State Bank | 9,220 | $792,929.99 | $881,017.1 | $88,087.11 | 11.11% |
| MS Michael Schneck Gridiron Partners LLC | 42,501 | $3.96M | $4.07M | $106,448.29 | 2.69% |
| RDK Randy D. Kurtz Upper Left Wealth Management LLC | 2,574 | $234,435.94 | $245,958.57 | $11,522.63 | 4.92% |
| WTM W. Travis McKinney HB Wealth Management LLC | 2,362 | $201,620.68 | $225,511.95 | $23,891.27 | 11.85% |
Jeremy Baltz Raleigh Capital Management Inc. | 10 | $949.33 | $954.75 | $5.42 | 0.57% |
| PE Paul Elam Oak Harbor Wealth Partners LLC | 1,059 | $96,645.68 | $101,108.02 | $4,462.34 | 4.62% |
| MS Missy Straw Nilsine Partners LLC | 14,812 | $1.39M | $1.41M | $27,913.35 | 2.01% |
Dalila Toledo Ascent Group LLC | 35,129 | $3.29M | $3.36M | $69,069.79 | 2.1% |
| EM Erin Mccann Simplicity Wealth LLC | 16,010 | $1.49M | $1.53M | $40,192.93 | 2.7% |
| RG Robert Glass AlphaCentric Advisors LLC | 4,931 | $435,168.83 | $470,787.22 | $35,618.39 | 8.18% |
Michael Byun SageView Advisory Group LLC | 264,493 | $24.63M | $25.27M | $633,547.65 | 2.57% |
Leanne Menzel Smallwood Wealth Investment Management LLC | 84 | $7,609.56 | $8,024.52 | $414.96 | 5.45% |
| RTS Randy T. Siegel Aletheian Wealth Advisors LLC | 15,161 | $1.42M | $1.45M | $26,948.77 | 1.9% |
Christopher M. Marks Sterling Investment Counsel LLC | 4,957 | $476,108.46 | $473,542.21 | -$2,566.25 | -0.54% |
Amanda Hawley Atria Wealth Solutions Inc. | 33,954 | $3.03M | $3.25M | $216,979.8 | 7.17% |