| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Kathleen Thornhill Confluence Wealth Services Inc. | 8,452 | $908,648.88 | $929,931.3 | $21,282.42 | 2.34% |
Bill McVay Red Tortoise LLC | 85 | $9,822.6 | $9,366.57 | -$456.03 | -4.64% |
Samantha Pierangeli City State Bank | 1,449 | $167,627.15 | $160,360.83 | -$7,266.32 | -4.33% |
Roger Steed KRS Capital Management LLC | 3,591 | $468,935.54 | $402,910.2 | -$66,025.34 | -14.08% |
| JCC Jason Cyril Crawshaw William Allan Corp | 47,893 | $5.86M | $5.31M | -$551,724.13 | -9.41% |
W. Travis McKinney HB Wealth Management LLC | 19,012 | $2.27M | $2.11M | -$159,159.44 | -7.03% |
| LF Lukas Feh LGT Group Foundation | 6,411 | $623,125.14 | $707,005.08 | $83,879.94 | 13.46% |
Timothy Taylor TCM Advisors LLC | 7,300 | $888,443.11 | $818,330 | -$70,113.11 | -7.89% |
Courtney Lawson Autumn Glory Partners LLC | 2,646 | $354,393.62 | $292,938.66 | -$61,454.96 | -17.34% |
Jeremy Baltz Raleigh Capital Management Inc. | 26,718 | $2.7M | $2.94M | $243,932.78 | 9.05% |
| DC Debora Caley Richwood Investment Advisors LLC | 2,437 | $367,587.86 | $270,092.71 | -$97,495.15 | -26.52% |
Paul Elam Oak Harbor Wealth Partners LLC | 4,507 | $495,320.72 | $499,646.02 | $4,325.3 | 0.87% |
William Jollie Quent Capital LLC | 1,283 | $139,297.71 | $142,130.74 | $2,833.03 | 2.03% |
| RFA Resurgent Financial Advisors LLC Resurgent Financial Advisors LLC | 2,243 | $220,554.19 | $247,414.11 | $26,859.92 | 12.18% |
Dalila Toledo Ascent Group LLC | 10,930 | $1.43M | $1.21M | -$220,482.26 | -15.42% |
| EM Erin Mccann Simplicity Wealth LLC | 4,488 | $462,632.54 | $502,476.48 | $39,843.94 | 8.61% |
Michael Byun SageView Advisory Group LLC | 9,826 | $1.31M | $1.08M | -$223,506.44 | -17.1% |
| SCA Stacy C. Ambrosini Alley Investment Management Company LLC | 197,614 | $25.08M | $22.11M | -$2.97M | -11.86% |
Katie Christensen iSAM Funds UKK) Ltd | 5,600 | $515,871.98 | $618,240 | $102,368.02 | 19.84% |
Leanne Menzel Smallwood Wealth Investment Management LLC | 10 | $1,542.8 | $1,100.35 | -$442.45 | -28.68% |