| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Bill McVay Red Tortoise LLC | 5,290 | $591,634.2 | $737,584.7 | $145,950.5 | 24.67% |
| SP Samantha Pierangeli City State Bank | 277 | $37,932.38 | $38,061.18 | $128.8 | 0.34% |
| ES Evan Shorten PARAGON FINANCIAL PARTNERS Inc. | 20,359 | $2.41M | $2.86M | $447,094.66 | 18.54% |
Christopher Pelch Vance Wealth LLC | 47,454 | $4.41M | $6.66M | $2.26M | 51.24% |
| JCC Jason Cyril Crawshaw William Allan Corp | 4,176 | $571,852.62 | $586,435.68 | $14,583.06 | 2.55% |
| TRI Trail Ridge Investment Advisors LLC Trail Ridge Investment Advisors LLC | 4,264 | $347,985.78 | $594,529.52 | $246,543.74 | 70.85% |
| MH Michael Hackman HFG Advisors Inc. | 2,245 | $258,668.9 | $313,020.35 | $54,351.45 | 21.01% |
| WTM W. Travis McKinney HB Wealth Management LLC | 9,772 | $1.12M | $1.36M | $235,144.8 | 21% |
Mark Perrault Intergy Private Wealth LLC | 26,164 | $2.7M | $3.6M | $898,439.26 | 33.26% |
Allison Tronnes Forum Financial Management LP | 2,256 | $306,895.68 | $312,839.52 | $5,943.84 | 1.94% |
| PE Paul Elam Oak Harbor Wealth Partners LLC | 12,910 | $1.47M | $1.79M | $315,387.5 | 21.38% |
| LWL Leo Wealth LLC Leo Wealth LLC | 1,619 | $224,348.55 | $224,506.73 | $158.18 | 0.07% |
Christopher Clancy Global Wealth Strategies & Associates | 5,210 | $436,090.28 | $726,430.3 | $290,340.02 | 66.58% |
| EM Erin Mccann Simplicity Wealth LLC | 17,530 | $2.41M | $2.43M | $21,460.22 | 0.89% |
| MH Michael Hartman NORTHEAST PLANNING ASSOCIATES Inc. / NH / | 14,110 | $1.68M | $1.96M | $277,521.16 | 16.53% |
Michael Byun SageView Advisory Group LLC | 583 | $79,896 | $80,698.86 | $802.86 | 1% |
| NR Nichole Raftopoulos Nvest Financial LLC | 16,456 | $1.92M | $2.28M | $363,542.55 | 18.95% |
| TM Thomas Mason Mason & Associates Inc. | 1,685 | $233,675.8 | $233,658.95 | -$16.85 | -0.01% |
Kristofer Gray Integrity Financial Corp. /WA | 38 | $4,464.62 | $5,269.46 | $804.84 | 18.03% |
| ABH Alexander B. Harcus Montz Harcus Wealth Management LLC | 2,018 | $211,160.68 | $279,836.06 | $68,675.38 | 32.52% |