| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Bill McVay Red Tortoise LLC | 36 | $6,174.36 | $35,650.44 | $29,476.08 | 477.39% |
Samantha Pierangeli City State Bank | 440 | $101,438.7 | $435,727.59 | $334,288.89 | 329.55% |
| GC Gregory Clinton KRAEMATON INVESTMENT ADVISORS Inc. | 307 | $200,645.99 | $304,019.02 | $103,373.03 | 51.52% |
Roger Steed KRS Capital Management LLC | 1,882 | $451,761.99 | $1.86M | $1.41M | 312.55% |
John Swift Benchmark Investment Advisors LLC | 1,303 | $305,043.26 | $1.35M | $1.05M | 344.2% |
Morgan Christen Spinnaker Investment Group LLC | 211 | $247,895.46 | $208,951.19 | -$38,944.27 | -15.71% |
Michael Hackman HFG Advisors Inc. | 1,054 | $308,241.64 | $1.04M | $735,555.65 | 238.63% |
| MWM Marion Wealth Management Marion Wealth Management | 350 | $411,201 | $346,601.49 | -$64,599.51 | -15.71% |
| KKS Karl K. Segerberg Settian Capita LLP | 6,000 | $2.52M | $6.11M | $3.59M | 142.74% |
Brenda Bickle Adamsbrown Wealth Consultants LLC | 622 | $351,728.23 | $615,960.37 | $264,232.14 | 75.12% |
W. Travis McKinney HB Wealth Management LLC | 15,964 | $6.39M | $15.81M | $9.42M | 147.28% |
| MC mike Chen Byrne Asset Management LLC | 970 | $179,219.08 | $987,421.22 | $808,202.14 | 450.96% |
Mark Perrault Intergy Private Wealth LLC | 229 | $269,042.94 | $226,776.41 | -$42,266.53 | -15.71% |
| NWL Nicholas Wealth LLC Nicholas Wealth LLC | 174 | $204,463 | $172,310.46 | -$32,152.54 | -15.73% |
Kenyon Lederer Pinnacle Wealth Management LLC | 1,251 | $1.47M | $1.24M | -$230,897.09 | -15.71% |
Nathan Geraci ETF Store Inc. | 327 | $384,179.22 | $323,824.82 | -$60,354.4 | -15.71% |
| GBW Granite Bay Wealth Management LLC Granite Bay Wealth Management LLC | 1,779 | $1.91M | $1.89M | -$19,751.7 | -1.03% |
Russell Mohberg Regatta Capital Group LLC | 1,747 | $2.05M | $1.82M | -$235,775.1 | -11.49% |
Courtney Lawson Autumn Glory Partners LLC | 527 | $341,072.05 | $521,882.82 | $180,810.77 | 53.01% |
Jeremy Baltz Raleigh Capital Management Inc. | 5 | $3,267.85 | $4,951.45 | $1,683.6 | 51.52% |