| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| SD Stefan Demuth Ameliora Wealth Management Ltd. | 150 | $90,658.5 | $76,426.5 | -$14,232 | -15.7% |
| CC Cheung Chan Chemistry Wealth Management LLC | 731 | $326,865.14 | $372,334.85 | $45,469.71 | 13.91% |
| JK Joshua Kirby Guardian Wealth Management Inc. | 2,499 | $889,077.49 | $1.27M | $383,788.16 | 43.17% |
| AE Alexis Eubanks TILIA FIDUCIARY PARTNERS Inc. | 1,264 | $569,358.13 | $643,818.4 | $74,460.27 | 13.08% |
Marshall McCormick Fingerlakes Wealth Management Inc. | 732 | $325,176.23 | $372,961.32 | $47,785.09 | 14.7% |
Andrew Burkey Joseph Group Capital Management | 187 | $109,520.05 | $95,248.45 | -$14,271.6 | -13.03% |
| SR Sean Reitenbach Prosperity Consulting Group LLC | 2,053 | $1.18M | $1.05M | -$131,211.67 | -11.15% |
Kathleen Thornhill Confluence Wealth Services Inc. | 2,738 | $1.39M | $1.39M | $8,756.04 | 0.63% |
David Jarvis Corton Capital Inc. | 804 | $401,364.83 | $409,517.4 | $8,152.57 | 2.03% |
| JL James Langer Redmont Wealth Advisors LLC | 24 | $11,016.78 | $12,224.4 | $1,207.62 | 10.96% |
Bill McVay Red Tortoise LLC | 16 | $7,783.84 | $8,152.64 | $368.8 | 4.74% |
| SP Samantha Pierangeli City State Bank | 2,198 | $1.04M | $1.12M | $77,920.95 | 7.48% |
| MC Morgan Christen Spinnaker Investment Group LLC | 561 | $265,067.29 | $285,745.35 | $20,678.06 | 7.8% |
| MH Michael Hackman HFG Advisors Inc. | 341 | $206,096.99 | $173,688.35 | -$32,408.64 | -15.72% |
Brenda Bickle Adamsbrown Wealth Consultants LLC | 783 | $373,564.76 | $397,607.4 | $24,042.64 | 6.44% |
| WTM W. Travis McKinney HB Wealth Management LLC | 16,955 | $7.67M | $8.62M | $954,867.96 | 12.45% |
| JF Joshua Frierdich Mid-American Wealth Advisory Group Inc. | 484 | $246,578.64 | $246,525.4 | -$53.24 | -0.02% |
| MC mike Chen Byrne Asset Management LLC | 252 | $108,706.36 | $129,835.43 | $21,129.07 | 19.44% |
| MPR Maureen P. Ruggiero Mendel Capital Management LLC | 2,750 | $1.04M | $1.4M | $353,857.02 | 33.94% |
| NWL Nicholas Wealth LLC Nicholas Wealth LLC | 519 | $250,781.03 | $263,548.2 | $12,767.17 | 5.09% |