| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Andrew Burkey Joseph Group Capital Management | 126 | $9,489.06 | $10,190.88 | $701.82 | 7.4% |
| SR Sean Reitenbach Prosperity Consulting Group LLC | 7,455 | $592,144.85 | $602,960.4 | $10,815.55 | 1.83% |
Kathleen Thornhill Confluence Wealth Services Inc. | 2,767 | $225,446.87 | $227,585.75 | $2,138.88 | 0.95% |
| JL James Langer Redmont Wealth Advisors LLC | 20 | $1,658.2 | $1,617.6 | -$40.6 | -2.45% |
Bill McVay Red Tortoise LLC | 34 | $2,560.54 | $2,796.5 | $235.96 | 9.22% |
| SP Samantha Pierangeli City State Bank | 288 | $26,136 | $23,545.44 | -$2,590.56 | -9.91% |
| WTM W. Travis McKinney HB Wealth Management LLC | 16,600 | $1.33M | $1.37M | $45,851.37 | 3.45% |
| LF Lukas Feh LGT Group Foundation | 16,553 | $1.59M | $1.36M | -$224,139.07 | -14.14% |
Martin Schoeffel LGT Fund Management Co. Ltd. | 3,691 | $277,969.21 | $303,584.75 | $25,615.54 | 9.22% |
| TT Timothy Taylor TCM Advisors LLC | 11,718 | $847,943.86 | $963,805.5 | $115,861.64 | 13.66% |
Jeremy Baltz Raleigh Capital Management Inc. | 311 | $24,863.01 | $25,750.8 | $887.79 | 3.57% |
| PE Paul Elam Oak Harbor Wealth Partners LLC | 10,700 | $857,340.3 | $885,960 | $28,619.7 | 3.34% |
| LWL Leo Wealth LLC Leo Wealth LLC | 4,303 | $347,239.02 | $356,288.4 | $9,049.38 | 2.61% |
| WJ William Jollie Quent Capital LLC | 495 | $39,971.25 | $41,085 | $1,113.75 | 2.79% |
| MS Missy Straw Nilsine Partners LLC | 7,438 | $681,186.58 | $615,866.4 | -$65,320.18 | -9.59% |
Dalila Toledo Ascent Group LLC | 19,034 | $1.53M | $1.58M | $46,248.26 | 3.02% |
| NAP Norma Angelica Peralta Morales Virtus Family Office LLC | 3,559 | $287,389.25 | $294,685.2 | $7,295.95 | 2.54% |
Michael Byun SageView Advisory Group LLC | 6,117 | $508,997 | $507,711 | -$1,286 | -0.25% |
| TK Taro Kuriyama Axq Capita LLP | 4,819 | $362,919 | $400,266.14 | $37,347.14 | 10.29% |
| CS Catherine Salsman Paragon Private Wealth Management LLC | 6,318 | $480,542.76 | $524,773.08 | $44,230.32 | 9.2% |