| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
James Langer Redmont Wealth Advisors LLC | 14 | $9,840.39 | $13,671.98 | $3,831.59 | 38.94% |
Evan Shorten PARAGON FINANCIAL PARTNERS Inc. | 537 | $229,465.47 | $534,717.75 | $305,252.28 | 133.03% |
John Swift Benchmark Investment Advisors LLC | 584 | $320,851.1 | $578,530.85 | $257,679.75 | 80.31% |
| MWM Marion Wealth Management Marion Wealth Management | 3,377 | $2.5M | $3.3M | $797,399.3 | 31.89% |
| KKS Karl K. Segerberg Settian Capita LLP | 9,600 | $4.37M | $9.54M | $5.18M | 118.52% |
W. Travis McKinney HB Wealth Management LLC | 8,474 | $4.79M | $8.46M | $3.67M | 76.73% |
Martin Schoeffel LGT Fund Management Co. Ltd. | 4,638 | $2.81M | $4.53M | $1.72M | 61.45% |
| MC mike Chen Byrne Asset Management LLC | 27 | $20,401.2 | $26,367.39 | $5,966.19 | 29.24% |
Taylor Fairman Eagle Rock Investment Company LLC | 5,798 | $3.29M | $5.66M | $2.37M | 72% |
Russell Mohberg Regatta Capital Group LLC | 377 | $115,399.04 | $368,166.89 | $252,767.85 | 219.04% |
Jeremy Baltz Raleigh Capital Management Inc. | 498 | $209,979.57 | $486,331.86 | $276,352.29 | 131.61% |
Robert Sinnaeve SS&H Financial Advisors Inc. | 3,400 | $1.04M | $3.32M | $2.28M | 219% |
Michelle McCarthy Vantage Financial Partners LLC | 316 | $212,724.63 | $308,596.12 | $95,871.49 | 45.07% |
Allison Tronnes Forum Financial Management LP | 560 | $223,757.97 | $546,879.21 | $323,121.24 | 144.41% |
| DC Debora Caley Richwood Investment Advisors LLC | 495 | $341,786.7 | $492,297.3 | $150,510.6 | 44.04% |
William Jollie Quent Capital LLC | 1,120 | $407,883.13 | $1.12M | $710,593.67 | 174.22% |
| RFA Resurgent Financial Advisors LLC Resurgent Financial Advisors LLC | 4,932 | $4.15M | $4.82M | $663,516.25 | 15.98% |
Missy Straw Nilsine Partners LLC | 8,768 | $5.43M | $8.56M | $3.13M | 57.56% |
Dalila Toledo Ascent Group LLC | 7,035 | $5.08M | $7.01M | $1.93M | 37.92% |
| EM Erin Mccann Simplicity Wealth LLC | 1,800 | $1.37M | $1.78M | $415,315.58 | 30.35% |