| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Daniel Flack Intrinsic Value Partners LLC | 3,855 | $181,493.4 | $341,398.8 | $159,905.4 | 88.11% |
Andrew Burkey Joseph Group Capital Management | 290 | $26,613.26 | $25,841.9 | -$771.36 | -2.9% |
Sean Reitenbach Prosperity Consulting Group LLC | 8,485 | $674,013.22 | $756,014.35 | $82,001.13 | 12.17% |
Kathleen Thornhill Confluence Wealth Services Inc. | 2,358 | $217,148.21 | $209,779.47 | -$7,368.74 | -3.39% |
David Jarvis Corton Capital Inc. | 2,604 | $280,737.24 | $234,112.62 | -$46,624.62 | -16.61% |
James Langer Redmont Wealth Advisors LLC | 75 | $6,759.75 | $6,685.5 | -$74.25 | -1.1% |
Bill McVay Red Tortoise LLC | 150 | $8,440.5 | $13,352.25 | $4,911.75 | 58.19% |
Evan Shorten PARAGON FINANCIAL PARTNERS Inc. | 19,500 | $918,060 | $1.73M | $807,580.8 | 87.97% |
W. Travis McKinney HB Wealth Management LLC | 81,380 | $6.73M | $7.2M | $474,103.25 | 7.05% |
| JF Joshua Frierdich Mid-American Wealth Advisory Group Inc. | 25,324 | $2.31M | $2.25M | -$57,044.12 | -2.47% |
Martin Schoeffel LGT Fund Management Co. Ltd. | 51,236 | $4.5M | $4.58M | $79,858.16 | 1.77% |
| MC mike Chen Byrne Asset Management LLC | 810 | $38,134.8 | $72,171.08 | $34,036.28 | 89.25% |
| NWL Nicholas Wealth LLC Nicholas Wealth LLC | 12,492 | $1.16M | $1.12M | -$43,415.99 | -3.74% |
Nathan Geraci ETF Store Inc. | 10,635 | $816,448.95 | $940,878.45 | $124,429.5 | 15.24% |
Matt Monson Sovereign's Capital Management LLC | 5,813 | $482,606.47 | $514,392.37 | $31,785.9 | 6.59% |
Allison Tronnes Forum Financial Management LP | 4,081 | $216,777.28 | $364,310.87 | $147,533.59 | 68.06% |
William Jollie Quent Capital LLC | 5,893 | $373,497.72 | $521,530.5 | $148,032.78 | 39.63% |
Jonathan Straus Commons Capital LLC | 10,733 | $640,516.26 | $950,407.15 | $309,890.89 | 48.38% |
Missy Straw Nilsine Partners LLC | 18,076 | $1.66M | $1.61M | -$57,391.46 | -3.45% |
Dalila Toledo Ascent Group LLC | 42,642 | $3.63M | $3.8M | $171,957.23 | 4.74% |