| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Cole Bruner Buska Wealth Management LLC | 10,401 | $184,282.22 | $208,488.04 | $24,205.82 | 13.14% |
Samantha Pierangeli City State Bank | 1,000 | $19,590 | $20,150 | $560 | 2.86% |
Michael Hackman HFG Advisors Inc. | 52,334 | $726,825.84 | $1.05M | $319,069.15 | 43.9% |
W. Travis McKinney HB Wealth Management LLC | 215,505 | $3.56M | $4.28M | $725,785.5 | 20.4% |
Daniel Forbes Forbes Financial Planning Inc. | 10,700 | $204,584 | $216,568 | $11,984 | 5.86% |
| JRS James RG Skjong Ulland Investment Advisors LLC | 25,000 | $409,533.29 | $502,375 | $92,841.71 | 22.67% |
Mike Meixler Meixler Investment Management Ltd. | 90,475 | $1.75M | $1.81M | $68,956.62 | 3.95% |
Courtney Lawson Autumn Glory Partners LLC | 62,541 | $572,811.49 | $1.26M | $683,949.9 | 119.4% |
Michelle McCarthy Vantage Financial Partners LLC | 15,797 | $269,609.89 | $317,440.71 | $47,830.82 | 17.74% |
Gregory Wood Concorde Financial Corp. | 410,387 | $5.78M | $8.3M | $2.51M | 43.47% |
Allison Tronnes Forum Financial Management LP | 389,002 | $6.31M | $7.88M | $1.57M | 24.88% |
| LWL Leo Wealth LLC Leo Wealth LLC | 27,176 | $448,137.14 | $547,732.28 | $99,595.14 | 22.22% |
William Jollie Quent Capital LLC | 137,122 | $2.61M | $2.73M | $111,513.72 | 4.27% |
Timothy R. Guthrie Bullseye Investment Management LLC | 2,189 | $36,096.61 | $44,141.18 | $8,044.57 | 22.29% |
Marc H. Stone Tyler-Stone Wealth Management | 46,685 | $783,857.85 | $940,235.9 | $156,378.05 | 19.95% |
Missy Straw Nilsine Partners LLC | 57,271 | $722,307.08 | $1.15M | $431,417.21 | 59.73% |
| EM Erin Mccann Simplicity Wealth LLC | 22,882 | $437,503.84 | $457,067.95 | $19,564.11 | 4.47% |
Leanne Menzel Smallwood Wealth Investment Management LLC | 863 | $16,012.14 | $17,415.34 | $1,403.2 | 8.76% |
| DW Darren Woolson Asset Allocation Strategies LLC | 45,234 | $682,832.39 | $910,108.08 | $227,275.69 | 33.28% |
Molly Crider Walker Asset Management LLC | 13,876 | $219,293.3 | $278,768.84 | $59,475.54 | 27.12% |