| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Bill McVay Red Tortoise LLC | 791 | $110,676.16 | $175,040.39 | $64,364.23 | 58.16% |
| SP Samantha Pierangeli City State Bank | 523 | $72,524.41 | $115,949.1 | $43,424.69 | 59.88% |
| ES Evan Shorten PARAGON FINANCIAL PARTNERS Inc. | 5,291 | $863,924.92 | $1.17M | $306,444.28 | 35.47% |
Christopher Pelch Vance Wealth LLC | 12,833 | $1.84M | $2.84M | $997,519.44 | 54.18% |
| TA Thomas Anderton 626 Financial LLC | 8,109 | $1.19M | $1.79M | $605,229.31 | 50.89% |
| MWM Marion Wealth Management Marion Wealth Management | 52,080 | $8.19M | $11.52M | $3.34M | 40.79% |
| WTM W. Travis McKinney HB Wealth Management LLC | 47,166 | $7.51M | $10.52M | $3.01M | 40.1% |
Allison Tronnes Forum Financial Management LP | 3,158 | $515,379.37 | $704,234 | $188,854.63 | 36.64% |
| LWL Leo Wealth LLC Leo Wealth LLC | 2,004 | $321,222.62 | $446,892 | $125,669.38 | 39.12% |
| WJ William Jollie Quent Capital LLC | 86 | $15,205.66 | $19,210.25 | $4,004.59 | 26.34% |
Dalila Toledo Ascent Group LLC | 3,456 | $522,754.24 | $771,984 | $249,229.76 | 47.68% |
Michael Byun SageView Advisory Group LLC | 95 | $17,215 | $21,220.62 | $4,005.62 | 23.27% |
| EMI Edward Mahaffy III Clientfirst Wealth Management LLC | 1,430 | $220,307.1 | $318,890 | $98,582.9 | 44.75% |
Kristofer Gray Integrity Financial Corp. /WA | 282 | $51,101.22 | $62,886 | $11,784.78 | 23.06% |
Mark Vicencio Lowery Thomas LLC | 6,744 | $1.05M | $1.5M | $450,645.52 | 42.79% |
Kristen Williams Athena Investment Management | 1,325 | $205,812.25 | $295,475 | $89,662.75 | 43.57% |
Leanne Menzel Smallwood Wealth Investment Management LLC | 658 | $99,344.84 | $146,980.75 | $47,635.91 | 47.95% |
| RTS Randy T. Siegel Aletheian Wealth Advisors LLC | 6,552 | $968,303.63 | $1.46M | $495,249.37 | 51.15% |
| TD Timothy Dempsey DHK Financial Advisors Inc. | 2,658 | $401,304.84 | $593,730.75 | $192,425.91 | 47.95% |
| PAT Patricia A. Thompson Leeward Investments LLC - MA | 56,530 | $8.53M | $12.63M | $4.09M | 47.95% |