| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Bill McVay Red Tortoise LLC | 85 | $9,822.6 | $9,931.4 | $108.8 | 1.11% |
Samantha Pierangeli City State Bank | 1,449 | $167,627.15 | $169,301.16 | $1,674.01 | 1% |
Roger Steed KRS Capital Management LLC | 3,591 | $468,935.54 | $419,572.44 | -$49,363.1 | -10.53% |
| JCC Jason Cyril Crawshaw William Allan Corp | 48,307 | $5.92M | $5.64M | -$273,463.23 | -4.62% |
W. Travis McKinney HB Wealth Management LLC | 16,981 | $2.07M | $1.98M | -$81,540.53 | -3.95% |
| LF Lukas Feh LGT Group Foundation | 6,411 | $623,125.14 | $776,884.98 | $153,759.84 | 24.68% |
Timothy Taylor TCM Advisors LLC | 7,300 | $888,443.11 | $878,701 | -$9,742.11 | -1.1% |
Courtney Lawson Autumn Glory Partners LLC | 2,646 | $354,393.62 | $309,158.64 | -$45,234.98 | -12.76% |
Jeremy Baltz Raleigh Capital Management Inc. | 26,718 | $2.7M | $3.12M | $425,748.77 | 15.79% |
| DC Debora Caley Richwood Investment Advisors LLC | 2,437 | $367,587.86 | $284,739.08 | -$82,848.78 | -22.54% |
Paul Elam Oak Harbor Wealth Partners LLC | 4,507 | $495,320.72 | $534,710.48 | $39,389.76 | 7.95% |
William Jollie Quent Capital LLC | 1,283 | $139,297.71 | $154,011.32 | $14,713.61 | 10.56% |
| RFA Resurgent Financial Advisors LLC Resurgent Financial Advisors LLC | 2,243 | $220,554.19 | $273,690.85 | $53,136.66 | 24.09% |
Dalila Toledo Ascent Group LLC | 18,219 | $2.38M | $2.13M | -$255,487.7 | -10.72% |
| EM Erin Mccann Simplicity Wealth LLC | 4,488 | $462,632.54 | $532,456.32 | $69,823.78 | 15.09% |
Michael Byun SageView Advisory Group LLC | 9,826 | $1.31M | $1.19M | -$116,304.78 | -8.9% |
| SCA Stacy C. Ambrosini Alley Investment Management Company LLC | 197,614 | $25.08M | $23.09M | -$1.99M | -7.94% |
Katie Christensen iSAM Funds UKK) Ltd | 5,600 | $515,871.98 | $674,072 | $158,200.02 | 30.67% |
Leanne Menzel Smallwood Wealth Investment Management LLC | 10 | $1,542.8 | $1,168.4 | -$374.4 | -24.27% |
| CS Catherine Salsman Paragon Private Wealth Management LLC | 8,862 | $1.03M | $1.04M | $4,758.12 | 0.46% |