| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Sean Reitenbach Prosperity Consulting Group LLC | 735 | $230,150.55 | $240,175.95 | $10,025.4 | 4.36% |
Kathleen Thornhill Confluence Wealth Services Inc. | 2,942 | $711,231.08 | $904,370.77 | $193,139.69 | 27.16% |
Samantha Pierangeli City State Bank | 303 | $42,259.41 | $93,142.2 | $50,882.79 | 120.41% |
| TA Thomas Anderton 626 Financial LLC | 1,019 | $187,720.01 | $313,240.59 | $125,520.58 | 66.87% |
W. Travis McKinney HB Wealth Management LLC | 31,962 | $5.94M | $9.83M | $3.89M | 65.43% |
| MC mike Chen Byrne Asset Management LLC | 150 | $34,998 | $47,001 | $12,003 | 34.3% |
| MPR Maureen P. Ruggiero Mendel Capital Management LLC | 5,554 | $1M | $1.71M | $704,287.13 | 70.22% |
Brian O'Rourke O'ROURKE & COMPANY Inc. | 709 | $164,920.49 | $237,259.77 | $72,339.28 | 43.86% |
Russell Mohberg Regatta Capital Group LLC | 1,743 | $357,103.28 | $569,560.11 | $212,456.83 | 59.49% |
| JRS James RG Skjong Ulland Investment Advisors LLC | 100 | $23,261 | $30,740 | $7,479 | 32.15% |
Jeremy Baltz Raleigh Capital Management Inc. | 11 | $3,155.02 | $3,381.4 | $226.38 | 7.18% |
Robert Sinnaeve SS&H Financial Advisors Inc. | 2,875 | $542,508.75 | $883,774.97 | $341,266.22 | 62.91% |
| DC Debora Caley Richwood Investment Advisors LLC | 2,962 | $629,827.54 | $910,518.77 | $280,691.23 | 44.57% |
Paul Elam Oak Harbor Wealth Partners LLC | 8,235 | $1.72M | $2.61M | $895,091.1 | 52.19% |
| LWL Leo Wealth LLC Leo Wealth LLC | 1,407 | $290,917.23 | $432,511.79 | $141,594.56 | 48.67% |
William Jollie Quent Capital LLC | 415 | $94,216.22 | $132,206.55 | $37,990.33 | 40.32% |
Missy Straw Nilsine Partners LLC | 789 | $227,327.09 | $242,538.59 | $15,211.5 | 6.69% |
Dalila Toledo Ascent Group LLC | 2,286 | $578,258.64 | $702,716.38 | $124,457.74 | 21.52% |
| EM Erin Mccann Simplicity Wealth LLC | 2,810 | $680,524.01 | $890,657.6 | $210,133.59 | 30.88% |
| REF Robert E. Frey Jr. Lakeside Advisors Inc. | 2,939 | $548,824.91 | $903,448.57 | $354,623.66 | 64.62% |