| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
James Langer Redmont Wealth Advisors LLC | 24 | $11,016.78 | $13,092.12 | $2,075.34 | 18.84% |
Bill McVay Red Tortoise LLC | 16 | $7,783.84 | $8,755.36 | $971.52 | 12.48% |
Samantha Pierangeli City State Bank | 2,198 | $1.04M | $1.21M | $165,818.97 | 15.92% |
Morgan Christen Spinnaker Investment Group LLC | 607 | $288,492.79 | $330,651.11 | $42,158.32 | 14.61% |
Brenda Bickle Adamsbrown Wealth Consultants LLC | 783 | $373,564.76 | $427,533.66 | $53,968.9 | 14.45% |
W. Travis McKinney HB Wealth Management LLC | 16,297 | $7.38M | $8.68M | $1.3M | 17.68% |
| JF Joshua Frierdich Mid-American Wealth Advisory Group Inc. | 484 | $246,578.64 | $257,086.28 | $10,507.64 | 4.26% |
| MC mike Chen Byrne Asset Management LLC | 252 | $108,706.36 | $137,879.28 | $29,172.92 | 26.84% |
| MPR Maureen P. Ruggiero Mendel Capital Management LLC | 2,753 | $1.04M | $1.47M | $421,066.53 | 40.33% |
| NWL Nicholas Wealth LLC Nicholas Wealth LLC | 438 | $211,646.81 | $238,504.14 | $26,857.33 | 12.69% |
Taylor Fairman Eagle Rock Investment Company LLC | 2,577 | $1.04M | $1.41M | $368,176.69 | 35.43% |
| GBW Granite Bay Wealth Management LLC Granite Bay Wealth Management LLC | 672 | $342,357.11 | $366,455.04 | $24,097.93 | 7.04% |
Timothy Taylor TCM Advisors LLC | 2,733 | $1.05M | $1.45M | $401,482.54 | 38.25% |
Mike Meixler Meixler Investment Management Ltd. | 7,877 | $3.1M | $4.19M | $1.09M | 35.1% |
Courtney Lawson Autumn Glory Partners LLC | 838 | $480,541.75 | $456,282.62 | -$24,259.13 | -5.05% |
Jeremy Baltz Raleigh Capital Management Inc. | 604 | $291,141.69 | $330,055.8 | $38,914.11 | 13.37% |
Robert Sinnaeve SS&H Financial Advisors Inc. | 1,000 | $499,209.99 | $544,530 | $45,320.01 | 9.08% |
Allison Tronnes Forum Financial Management LP | 3,812 | $1.61M | $2.1M | $494,559.16 | 30.72% |
| DC Debora Caley Richwood Investment Advisors LLC | 3,235 | $1.47M | $1.72M | $244,317.16 | 16.59% |
Paul Elam Oak Harbor Wealth Partners LLC | 1,082 | $510,414.94 | $589,403.27 | $78,988.33 | 15.48% |