| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| LMR Lindsay Marie Rider Obsidian Personal Planning Solutions LLC | 1,761 | $202,655.88 | $416,441.28 | $213,785.4 | 105.49% |
| HGL Herbst Group LLC Herbst Group LLC | 19,140 | $2.32M | $4.53M | $2.2M | 94.92% |
Caroline Jankowski Operose Advisors LLC | 19 | $4,079.11 | $4,490.27 | $411.16 | 10.08% |
| TAZ Tracy A. Zullo Zullo Investment Group Inc. | 1,367 | $289,544.59 | $323,063.11 | $33,518.52 | 11.58% |
Kathryn Brown Morton Brown Family Wealth LLC | 6 | $1,288.14 | $1,417.98 | $129.84 | 10.08% |
| SD Stefan Demuth Ameliora Wealth Management Ltd. | 4,210 | $616,252.5 | $995,075.6 | $378,823.1 | 61.47% |
| SP Samantha Pierangeli City State Bank | 815 | $103,416.2 | $188,399.47 | $84,983.27 | 82.18% |
| ES Evan Shorten PARAGON FINANCIAL PARTNERS Inc. | 28,622 | $3M | $6.77M | $3.76M | 125.45% |
| SH Suzanne Hammer 5th Street Advisors LLC | 29,320 | $3.42M | $6.93M | $3.51M | 102.78% |
| WTM W. Travis McKinney HB Wealth Management LLC | 2,537 | $469,600.47 | $589,142.14 | $119,541.67 | 25.46% |
| MC mike Chen Byrne Asset Management LLC | 60 | $14,545.2 | $13,933.2 | -$612 | -4.21% |
Jeremy Baltz Raleigh Capital Management Inc. | 23 | $4,812.98 | $5,341.06 | $528.08 | 10.97% |
| RS Robert Sinnaeve SS&H Financial Advisors Inc. | 9,675 | $1.22M | $2.27M | $1.05M | 85.42% |
| WJ William Jollie Quent Capital LLC | 19 | $4,079.11 | $4,379.69 | $300.58 | 7.37% |
Marc H. Stone Tyler-Stone Wealth Management | 3,041 | $480,279.87 | $706,181.02 | $225,901.15 | 47.04% |
Dalila Toledo Ascent Group LLC | 1,012 | $211,771.12 | $233,276.12 | $21,505 | 10.15% |
Michael Byun SageView Advisory Group LLC | 48 | $10,306 | $11,064.48 | $758.48 | 7.36% |
| TM Thomas Mason Mason & Associates Inc. | 1,122 | $245,437.5 | $260,550.84 | $15,113.34 | 6.16% |
| DTM David T. Morgan High Net Worth Advisory Group LLC | 2,313 | $505,968.75 | $533,169.63 | $27,200.88 | 5.38% |
| SM Samuel Miller Kraft, Davis & Associates LLC | 39,541 | $7.83M | $9.18M | $1.35M | 17.24% |