| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| AE Alexis Eubanks TILIA FIDUCIARY PARTNERS Inc. | 2,852 | $757,282.92 | $1.62M | $865,419.52 | 114.28% |
Jay Richards Investment Advisory Group LLC | 3,330 | $870,725.92 | $1.98M | $1.11M | 127.2% |
| JN John Nunn Paradigm Capital Management LLC/NV | 896 | $661,328.64 | $528,505.58 | -$132,823.06 | -20.08% |
William Gordon Ritter Ritter Alpha LP | 564 | $322,681 | $313,984.45 | -$8,696.55 | -2.7% |
Daniel Flack Intrinsic Value Partners LLC | 8,762 | $2.26M | $4.88M | $2.62M | 116.1% |
| CB Catherine Bluvol Next Level Private LLC | 1,490 | $757,302.23 | $829,497.93 | $72,195.7 | 9.53% |
Brian Kellett Kellett Wealth Advisors LLC | 510 | $365,106.37 | $283,922.11 | -$81,184.26 | -22.24% |
Andrew Burkey Joseph Group Capital Management | 620 | $373,492.8 | $368,323.4 | -$5,169.4 | -1.38% |
Sean Reitenbach Prosperity Consulting Group LLC | 15,830 | $8.45M | $9.42M | $973,024.17 | 11.52% |
Kathleen Thornhill Confluence Wealth Services Inc. | 6,433 | $2.59M | $3.58M | $990,673.91 | 38.24% |
James Langer Redmont Wealth Advisors LLC | 179 | $129,573.44 | $99,651.09 | -$29,922.35 | -23.09% |
Bill McVay Red Tortoise LLC | 334 | $140,377.16 | $185,941.15 | $45,563.99 | 32.46% |
Gery Sadzewicz Forum Private Client Group LLC | 431 | $246,508.47 | $249,484.34 | $2,975.87 | 1.21% |
| JBS Joseph Blane Shea Horizon Family Wealth Inc. | 506 | $250,969.24 | $303,154.72 | $52,185.48 | 20.79% |
Samantha Pierangeli City State Bank | 2,874 | $979,337.94 | $1.6M | $620,646.66 | 63.37% |
Evan Shorten PARAGON FINANCIAL PARTNERS Inc. | 3,897 | $1.39M | $2.31M | $922,192.02 | 66.57% |
Christopher Pelch Vance Wealth LLC | 5,233 | $2.36M | $3.09M | $730,135.66 | 30.98% |
| JG Jeffrey Gomez G2 Capital Management LLC / Oh | 751 | $426,451.64 | $449,939.12 | $23,487.48 | 5.51% |
Roger Steed KRS Capital Management LLC | 5,461 | $1.86M | $3.04M | $1.18M | 63.6% |
John Swift Benchmark Investment Advisors LLC | 9,110 | $4.64M | $5.27M | $631,122.3 | 13.6% |