| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| LHS Lori H. Snead MontVue Capital Management, Inc. | 931 | $242,578.78 | $336,658.91 | $94,080.13 | 38.78% |
| MG Melissa Glennie Capital Management Associates, Inc | 1,952 | $379,996.81 | $665,046.4 | $285,049.59 | 75.01% |
Anthony Blagrove Traveka Wealth, LLC | 1,654 | $267,785.68 | $564,510.18 | $296,724.5 | 110.81% |
Heidi Hargis WETZEL INVESTMENT ADVISORS, INC. | 615 | $229,843.96 | $209,831.85 | -$20,012.11 | -8.71% |
Christopher Dodds Crown Oak Advisors, LLC | 13,073 | $1.33M | $4.48M | $3.15M | 236.28% |
Julie Beswick Advantage Trust Co | 300 | $112,119 | $102,744 | -$9,375 | -8.36% |
Cody Gehman Stonebridge Financial Group, LLC | 1,545 | $309,535.21 | $529,942.72 | $220,407.51 | 71.21% |
Kent Keister Bear Mountain Capital, Inc. | 17 | $3,624.25 | $5,802.1 | $2,177.85 | 60.09% |
Curtis Burkholder Bare Financial Services, Inc | 175 | $47,832.74 | $63,281.75 | $15,449.01 | 32.3% |
Keisuke Ichihara Rakuten Securities, Inc. | 542 | $151,943.3 | $184,984.59 | $33,041.29 | 21.75% |
Sam Tedawes Quantessence Capital LLC | 1,276 | $362,091 | $437,068.28 | $74,977.28 | 20.71% |
Joshua Stipcich Tidemark, LLC | 105 | $22,985.95 | $35,836.5 | $12,850.55 | 55.91% |
Rob C. Alston Jr Quadcap Wealth Management, LLC | 1,767 | $240,013.42 | $603,077.08 | $363,063.66 | 151.27% |
Melissa Phillips EAGLE WEALTH STRATEGIES LLC | 725 | $187,232.48 | $247,355.5 | $60,123.02 | 32.11% |
| PF Patricia France Gilliland Jeter Wealth Management LLC | 1,544 | $218,666.57 | $541,372.72 | $322,706.15 | 147.58% |
Wynn Capital LLC Wynn Capital, LLC | 8,870 | $944,441.54 | $3.04M | $2.09M | 221.69% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 152 | $45,541.63 | $51,877.6 | $6,335.97 | 13.91% |
RENEE BRUNNER Elite Life Management LLC | 1,160 | $372,360 | $397,323.19 | $24,963.19 | 6.7% |
Christy Clarin Portfolio Design Labs, LLC | 8,942 | $2.17M | $3.07M | $895,342.21 | 41.23% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 13,719 | $3.27M | $4.68M | $1.41M | 43.17% |