| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Kathleen Thornhill Confluence Wealth Services Inc. | 3,974 | $1.02M | $1.08M | $65,584.57 | 6.45% |
David Jarvis Corton Capital Inc. | 808 | $199,778 | $221,488.96 | $21,710.96 | 10.87% |
Samantha Pierangeli City State Bank | 967 | $252,018.98 | $262,882.24 | $10,863.26 | 4.31% |
| TA Thomas Anderton 626 Financial LLC | 1,791 | $396,742.32 | $489,283.29 | $92,540.97 | 23.33% |
W. Travis McKinney HB Wealth Management LLC | 25,155 | $5.52M | $6.82M | $1.3M | 23.49% |
| LF Lukas Feh LGT Group Foundation | 1,394 | $362,142.53 | $381,161.42 | $19,018.89 | 5.25% |
Timothy Taylor TCM Advisors LLC | 2,000 | $443,881 | $542,320 | $98,439 | 22.18% |
| JRS James RG Skjong Ulland Investment Advisors LLC | 132 | $33,469.92 | $36,034.68 | $2,564.76 | 7.66% |
Jeremy Baltz Raleigh Capital Management Inc. | 61 | $15,444.85 | $16,610.91 | $1,166.06 | 7.55% |
Robert Sinnaeve SS&H Financial Advisors Inc. | 6,150 | $1.29M | $1.69M | $406,822.5 | 31.59% |
| DC Debora Caley Richwood Investment Advisors LLC | 1,025 | $257,803.85 | $278,687.25 | $20,883.4 | 8.1% |
Paul Elam Oak Harbor Wealth Partners LLC | 991 | $252,915.26 | $271,504.27 | $18,589.01 | 7.35% |
William Jollie Quent Capital LLC | 664 | $148,454.15 | $180,070.16 | $31,616.01 | 21.3% |
Timothy R. Guthrie Bullseye Investment Management LLC | 20 | $4,926 | $5,462 | $536 | 10.88% |
Marc H. Stone Tyler-Stone Wealth Management | 1,944 | $495,518.01 | $530,556.48 | $35,038.47 | 7.07% |
Missy Straw Nilsine Partners LLC | 2,506 | $620,048.91 | $682,759.7 | $62,710.79 | 10.11% |
Dalila Toledo Ascent Group LLC | 9,095 | $2.28M | $2.47M | $191,393.31 | 8.39% |
| EM Erin Mccann Simplicity Wealth LLC | 4,179 | $1.04M | $1.13M | $92,874.75 | 8.92% |
Michael Byun SageView Advisory Group LLC | 1,889 | $473,864.4 | $513,883.56 | $40,019.16 | 8.45% |
Nichole Raftopoulos Nvest Financial LLC | 1,117 | $276,469.03 | $305,968.64 | $29,499.61 | 10.67% |