| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Samantha Pierangeli City State Bank | 10 | $3,856.11 | $4,982.3 | $1,126.19 | 29.21% |
| MWM Marion Wealth Management Marion Wealth Management | 3,285 | $1.53M | $1.65M | $112,052.39 | 7.31% |
W. Travis McKinney HB Wealth Management LLC | 24,202 | $10.83M | $11.94M | $1.1M | 10.17% |
Russell Mohberg Regatta Capital Group LLC | 933 | $357,833.53 | $466,733.25 | $108,899.72 | 30.43% |
Jeremy Baltz Raleigh Capital Management Inc. | 865 | $368,827.35 | $430,052.05 | $61,224.7 | 16.6% |
Allison Tronnes Forum Financial Management LP | 546 | $259,350 | $272,254.71 | $12,904.71 | 4.98% |
| EHD Edward Henrique de SA Milestones Administradora de Recursos Ltda. | 86,282 | $40.82M | $42.93M | $2.12M | 5.18% |
| LWL Leo Wealth LLC Leo Wealth LLC | 878 | $374,486.83 | $436,910.36 | $62,423.53 | 16.67% |
William Jollie Quent Capital LLC | 1,543 | $661,448.98 | $761,038.46 | $99,589.48 | 15.06% |
| RFA Resurgent Financial Advisors LLC Resurgent Financial Advisors LLC | 862 | $332,398.02 | $430,422.46 | $98,024.44 | 29.49% |
Missy Straw Nilsine Partners LLC | 1,690 | $704,805.28 | $841,332.68 | $136,527.4 | 19.37% |
Dalila Toledo Ascent Group LLC | 14,858 | $6.62M | $7.4M | $778,909.87 | 11.76% |
| EM Erin Mccann Simplicity Wealth LLC | 1,643 | $797,482.86 | $813,054.98 | $15,572.12 | 1.95% |
Ed West Values First Advisors Inc. | 13 | $6,444.88 | $6,503.25 | $58.37 | 0.91% |
Michael Byun SageView Advisory Group LLC | 3,105 | $1.44M | $1.54M | $104,976.72 | 7.29% |
Daniel Hays Comprehensive Financial Consultants Institutional Inc. | 2,472 | $924,106.6 | $1.22M | $295,133.24 | 31.94% |
Leanne Menzel Smallwood Wealth Investment Management LLC | 605 | $234,715.4 | $300,765.34 | $66,049.94 | 28.14% |
Jaimie Palmer Beacon Capital Management LLC | 519 | $211,661.44 | $259,627.15 | $47,965.71 | 22.66% |
Randy T. Siegel Aletheian Wealth Advisors LLC | 563 | $264,592.36 | $277,964.36 | $13,372 | 5.05% |
| CS Catherine Salsman Paragon Private Wealth Management LLC | 819 | $394,955.36 | $408,963.64 | $14,008.28 | 3.55% |