| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
James Langer Redmont Wealth Advisors LLC | 87 | $25,126.38 | $33,357.54 | $8,231.16 | 32.76% |
Bill McVay Red Tortoise LLC | 63 | $18,368.46 | $24,155.46 | $5,787 | 31.51% |
| JBS Joseph Blane Shea Horizon Family Wealth Inc. | 573 | $202,979.51 | $226,890.81 | $23,911.3 | 11.78% |
Samantha Pierangeli City State Bank | 898 | $226,620.57 | $344,311.17 | $117,690.6 | 51.93% |
| JCC Jason Cyril Crawshaw William Allan Corp | 9,206 | $2.03M | $3.53M | $1.5M | 74.08% |
| MWM Marion Wealth Management Marion Wealth Management | 805 | $285,163.19 | $308,653.11 | $23,489.92 | 8.24% |
W. Travis McKinney HB Wealth Management LLC | 43,760 | $11.26M | $16.78M | $5.52M | 49% |
| LF Lukas Feh LGT Group Foundation | 763 | $257,881.82 | $299,134.14 | $41,252.32 | 16% |
| MC mike Chen Byrne Asset Management LLC | 20 | $6,039.44 | $7,715.2 | $1,675.76 | 27.75% |
| NWL Nicholas Wealth LLC Nicholas Wealth LLC | 3,338 | $1.15M | $1.28M | $132,062.87 | 11.51% |
Taylor Fairman Eagle Rock Investment Company LLC | 2,500 | $522,031.26 | $958,550.02 | $436,518.76 | 83.62% |
Russell Mohberg Regatta Capital Group LLC | 659 | $224,741.12 | $259,784.39 | $35,043.27 | 15.59% |
Jeremy Baltz Raleigh Capital Management Inc. | 1,348 | $327,996.14 | $516,850.17 | $188,854.03 | 57.58% |
Robert Sinnaeve SS&H Financial Advisors Inc. | 2,045 | $697,345 | $784,093.92 | $86,748.92 | 12.44% |
Allison Tronnes Forum Financial Management LP | 935 | $278,848.48 | $358,497.71 | $79,649.23 | 28.56% |
| DC Debora Caley Richwood Investment Advisors LLC | 2,652 | $732,109.65 | $1.02M | $284,720.22 | 38.89% |
| LWL Leo Wealth LLC Leo Wealth LLC | 970 | $326,651.07 | $371,917.41 | $45,266.34 | 13.86% |
William Jollie Quent Capital LLC | 469 | $160,037.26 | $183,871.44 | $23,834.18 | 14.89% |
| SMP Sotirios Mike Pappas Mystic Asset Management Inc. | 10,294 | $2.44M | $4.08M | $1.63M | 66.94% |
Richard A. Flora Key Client Fiduciary Advisors LLC | 725 | $211,561.08 | $277,979.51 | $66,418.43 | 31.39% |