| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Clint Dunn Beaird Harris Wealth Management LLC | 4 | $969.68 | $958.64 | -$11.04 | -1.14% |
| LMR Lindsay Marie Rider Obsidian Personal Planning Solutions LLC | 1,761 | $202,655.88 | $422,041.26 | $219,385.38 | 108.26% |
| HGL Herbst Group LLC Herbst Group LLC | 19,140 | $2.32M | $4.59M | $2.26M | 97.54% |
Tracy A. Zullo Zullo Investment Group Inc. | 1,255 | $266,107.47 | $300,773.3 | $34,665.83 | 13.03% |
Kathryn Brown Morton Brown Family Wealth LLC | 6 | $1,288.14 | $1,437.96 | $149.82 | 11.63% |
Stefan Demuth Ameliora Wealth Management Ltd. | 4,210 | $616,252.5 | $1.01M | $392,716.1 | 63.73% |
Kathleen Thornhill Confluence Wealth Services Inc. | 2,150 | $521,203 | $515,269 | -$5,934 | -1.14% |
Samantha Pierangeli City State Bank | 940 | $133,718.7 | $225,280.4 | $91,561.7 | 68.47% |
Evan Shorten PARAGON FINANCIAL PARTNERS Inc. | 31,115 | $3.61M | $7.8M | $4.2M | 116.42% |
Suzanne Hammer 5th Street Advisors LLC | 22,526 | $2.7M | $5.65M | $2.95M | 109.31% |
W. Travis McKinney HB Wealth Management LLC | 2,537 | $469,600.47 | $608,017.42 | $138,416.95 | 29.48% |
| MC mike Chen Byrne Asset Management LLC | 60 | $14,545.2 | $15,039 | $493.8 | 3.39% |
| GBW Granite Bay Wealth Management LLC Granite Bay Wealth Management LLC | 5,632 | $1.37M | $1.43M | $60,825.6 | 4.46% |
Jeremy Baltz Raleigh Capital Management Inc. | 38 | $8,449.28 | $9,107.08 | $657.8 | 7.79% |
Robert Sinnaeve SS&H Financial Advisors Inc. | 9,675 | $1.22M | $2.32M | $1.09M | 89.3% |
William Jollie Quent Capital LLC | 19 | $4,079.11 | $4,764.25 | $685.14 | 16.8% |
Marc H. Stone Tyler-Stone Wealth Management | 1,910 | $266,928.03 | $457,750.6 | $190,822.57 | 71.49% |
Dalila Toledo Ascent Group LLC | 1,012 | $211,771.12 | $242,535.92 | $30,764.8 | 14.53% |
| EM Erin Mccann Simplicity Wealth LLC | 2,266 | $549,323.72 | $567,972.88 | $18,649.16 | 3.39% |
Thomas Mason Mason & Associates Inc. | 1,122 | $245,437.5 | $268,898.52 | $23,461.02 | 9.56% |