| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Ana-Maria Ignat Covestor Ltd | 114 | $58,009.86 | $59,731.44 | $1,721.58 | 2.97% |
Kathryn Brown Morton Brown Family Wealth LLC | 345 | $160,072.09 | $176,740.05 | $16,667.96 | 10.41% |
John Gorlow Cardiff Park Advisors LLC | 1,283 | $518,875.61 | $678,495.3 | $159,619.69 | 30.76% |
| AE Alexis Eubanks TILIA FIDUCIARY PARTNERS Inc. | 627 | $264,869.28 | $331,579.54 | $66,710.26 | 25.19% |
Jay Richards Investment Advisory Group LLC | 419 | $221,233.24 | $221,581.86 | $348.62 | 0.16% |
Andrew Burkey Joseph Group Capital Management | 32 | $20,263.26 | $16,922.72 | -$3,340.54 | -16.49% |
Sean Reitenbach Prosperity Consulting Group LLC | 844 | $445,550.63 | $446,336.74 | $786.11 | 0.18% |
James Langer Redmont Wealth Advisors LLC | 12 | $5,999.76 | $6,346.02 | $346.26 | 5.77% |
Bill McVay Red Tortoise LLC | 27 | $14,731.47 | $14,146.92 | -$584.55 | -3.97% |
Samantha Pierangeli City State Bank | 313 | $173,645.16 | $165,525.35 | -$8,119.81 | -4.68% |
| MWM Marion Wealth Management Marion Wealth Management | 2,926 | $1.3M | $1.55M | $250,755.4 | 19.34% |
W. Travis McKinney HB Wealth Management LLC | 7,596 | $3.88M | $4.01M | $125,442.8 | 3.23% |
Jeremy Baltz Raleigh Capital Management Inc. | 18 | $12,280.32 | $9,221.22 | -$3,059.1 | -24.91% |
Robert Sinnaeve SS&H Financial Advisors Inc. | 2,005 | $1.02M | $1.06M | $39,205.88 | 3.85% |
Gregory Wood Concorde Financial Corp. | 3,234 | $1.44M | $1.71M | $269,628.3 | 18.78% |
Allison Tronnes Forum Financial Management LP | 453 | $273,479.81 | $237,951.85 | -$35,527.96 | -12.99% |
| DC Debora Caley Richwood Investment Advisors LLC | 3,690 | $1.92M | $1.95M | $23,105.13 | 1.2% |
Edward A. McDonough McDonough Capital Management Inc. | 5,730 | $2.91M | $3.02M | $111,153.85 | 3.82% |
William Jollie Quent Capital LLC | 654 | $281,092.3 | $345,030.78 | $63,938.48 | 22.75% |
Marc H. Stone Tyler-Stone Wealth Management | 894 | $418,695.85 | $471,647.59 | $52,951.74 | 12.65% |