| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Samantha Pierangeli City State Bank | 1 | $248.6 | $384.5 | $135.9 | 54.67% |
Christopher Pelch Vance Wealth LLC | 1,001 | $261,248.24 | $372,191.82 | $110,943.58 | 42.47% |
W. Travis McKinney HB Wealth Management LLC | 12,377 | $3.02M | $4.77M | $1.76M | 58.23% |
Martin Schoeffel LGT Fund Management Co. Ltd. | 6,000 | $1.9M | $2.23M | $333,900 | 17.62% |
Brian O'Rourke O'ROURKE & COMPANY Inc. | 2,075 | $342,873 | $770,862.5 | $427,989.5 | 124.82% |
Jeremy Baltz Raleigh Capital Management Inc. | 184 | $46,165.34 | $68,414.88 | $22,249.54 | 48.2% |
Robert Sinnaeve SS&H Financial Advisors Inc. | 3,900 | $685,425 | $1.45M | $764,673 | 111.56% |
Allison Tronnes Forum Financial Management LP | 11,747 | $2.82M | $4.37M | $1.55M | 55% |
William Jollie Quent Capital LLC | 957 | $225,443.12 | $369,124.47 | $143,681.35 | 63.73% |
Missy Straw Nilsine Partners LLC | 3,580 | $810,627.56 | $1.33M | $520,488.08 | 64.21% |
Dalila Toledo Ascent Group LLC | 3,355 | $870,343.06 | $1.29M | $419,654.44 | 48.22% |
| EM Erin Mccann Simplicity Wealth LLC | 2,130 | $631,437.67 | $822,552.75 | $191,115.08 | 30.27% |
| REF Robert E. Frey Jr. Lakeside Advisors Inc. | 550 | $203,824.5 | $212,080 | $8,255.5 | 4.05% |
Jason DeBerry BancFirst Trust & Investment Management | 1,669 | $618,514.71 | $643,566.4 | $25,051.69 | 4.05% |
Michael Byun SageView Advisory Group LLC | 1,040 | $281,313.37 | $386,692.81 | $105,379.44 | 37.46% |
Taro Kuriyama Axq Capita LLP | 1,204 | $400,451.22 | $464,262.4 | $63,811.18 | 15.93% |
David T. Morgan High Net Worth Advisory Group LLC | 600 | $222,354 | $223,092.01 | $738.01 | 0.33% |
Katie Christensen iSAM Funds UKK) Ltd | 2,600 | $850,381.96 | $966,732.03 | $116,350.07 | 13.68% |
Leanne Menzel Smallwood Wealth Investment Management LLC | 40 | $10,417.6 | $14,872.8 | $4,455.2 | 42.77% |
| CS Catherine Salsman Paragon Private Wealth Management LLC | 743 | $195,572.45 | $276,024.5 | $80,452.05 | 41.14% |