| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Carmen McClennon WR Wealth Planners, LLC | 2,600 | $21,216 | $25,428 | $4,212 | 19.85% |
Millstone Evans Group LLC Millstone Evans Group LLC | 6,390 | $52,206 | $64,475.1 | $12,269.1 | 23.5% |
| TKP Tallon Kerry Patrick Tallon Kerry Patrick | 30,981 | $253,733 | $302,994.18 | $49,261.18 | 19.41% |
Highline Wealth Partners LLC Highline Wealth Partners LLC | 310 | $2,685 | $3,031.8 | $346.8 | 12.92% |
Heather Scully NWF Advisory Services Inc. | 62,025 | $505,843.88 | $606,604.5 | $100,760.62 | 19.92% |
| PS Paula Spurgeon BankPlus Trust Department | 5,000 | $40,850 | $48,900 | $8,050 | 19.71% |
| VWA VSM Wealth Advisory LLC VSM Wealth Advisory LLC | 13,997 | $121,214 | $136,890.66 | $15,676.66 | 12.93% |
| BPC Bearing Point Capital LLC Bearing Point Capital LLC | 181,100 | $1.63M | $1.83M | $199,268 | 12.24% |
George Hall II One8Zero8 LLC | 137,650 | $1.14M | $1.38M | $230,492.06 | 20.14% |
| IAL IFC Advisors LLC IFC Advisors LLC | 32,195 | $315,833 | $314,867.1 | -$965.9 | -0.31% |
| BM Berkeley Meredith Hughes Financial Services LLC | 1,872 | $15,237.98 | $18,308.16 | $3,070.18 | 20.15% |
Post Resch Tallon Group Inc. Post Resch Tallon Group Inc. | 53,606 | $469,700.02 | $524,266.68 | $54,566.66 | 11.62% |
| KAB Katie A. Bruno Morey & Quinn Wealth Partners LLC | 106,205 | $883,525.8 | $1.04M | $155,159.1 | 17.56% |
| KD Keith Dwyer LeClair Wealth Partners LLC | 30,938 | $267,922 | $302,573.64 | $34,651.64 | 12.93% |
Integrity Advisory Solutions LLC Integrity Advisory Solutions LLC | 31,212 | $306,190 | $305,253.36 | -$936.64 | -0.31% |
| LC Leslie Childs MB Levis & Associates LLC | 1,092 | $10,713 | $10,679.76 | -$33.24 | -0.31% |
Nicole Reese WPG Advisers LLC | 1,500 | $12,255.45 | $14,872.5 | $2,617.05 | 21.35% |
Horan Wealth LLC Horan Wealth LLC | 26,586 | $242,334.27 | $265,594.14 | $23,259.87 | 9.6% |
| CTC Caldwell Trust Co Caldwell Trust Co | 6,749 | $58,624.93 | $66,005.22 | $7,380.29 | 12.59% |
William F. Blake PMG Family Office LLC | 37,093 | $337,966.79 | $362,769.54 | $24,802.75 | 7.34% |