| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Sean Reitenbach Prosperity Consulting Group LLC | 963 | $506,158.52 | $529,818.52 | $23,660 | 4.67% |
James Langer Redmont Wealth Advisors LLC | 12 | $5,999.76 | $6,588.3 | $588.54 | 9.81% |
Bill McVay Red Tortoise LLC | 27 | $14,731.47 | $14,852.83 | $121.36 | 0.82% |
Samantha Pierangeli City State Bank | 288 | $160,004.91 | $161,239.68 | $1,234.77 | 0.77% |
| MWM Marion Wealth Management Marion Wealth Management | 3,043 | $1.35M | $1.7M | $351,018.75 | 25.94% |
W. Travis McKinney HB Wealth Management LLC | 7,575 | $3.87M | $4.18M | $306,165.86 | 7.91% |
Jeremy Baltz Raleigh Capital Management Inc. | 18 | $12,280.32 | $9,890.64 | -$2,389.68 | -19.46% |
Robert Sinnaeve SS&H Financial Advisors Inc. | 2,055 | $1.04M | $1.16M | $118,242.04 | 11.33% |
Gregory Wood Concorde Financial Corp. | 3,292 | $1.47M | $1.82M | $351,529.72 | 23.99% |
Allison Tronnes Forum Financial Management LP | 453 | $273,479.81 | $252,665.28 | -$20,814.53 | -7.61% |
| DC Debora Caley Richwood Investment Advisors LLC | 3,809 | $1.98M | $2.13M | $147,451.86 | 7.43% |
Edward A. McDonough McDonough Capital Management Inc. | 5,874 | $2.98M | $3.29M | $305,987.07 | 10.25% |
William Jollie Quent Capital LLC | 807 | $359,016.73 | $454,692.04 | $95,675.31 | 26.65% |
| GE Genemarie Eguilior Bulltick Wealth Management LLC | 903 | $459,907 | $509,680.29 | $49,773.29 | 10.82% |
Marc H. Stone Tyler-Stone Wealth Management | 894 | $418,695.85 | $491,717.9 | $73,022.05 | 17.44% |
Missy Straw Nilsine Partners LLC | 4,167 | $1.92M | $2.29M | $372,311.79 | 19.39% |
Dalila Toledo Ascent Group LLC | 3,328 | $1.59M | $1.84M | $251,425.8 | 15.82% |
| EM Erin Mccann Simplicity Wealth LLC | 1,830 | $962,792.65 | $1.01M | $46,342.55 | 4.81% |
Michael Byun SageView Advisory Group LLC | 2,352 | $1.23M | $1.29M | $59,276.58 | 4.8% |
Daniel Hays Comprehensive Financial Consultants Institutional Inc. | 3,339 | $1.35M | $1.88M | $536,707.99 | 39.9% |