| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Bill McVay Red Tortoise LLC | 41 | $5,244.31 | $9,428.36 | $4,184.05 | 79.78% |
Samantha Pierangeli City State Bank | 524 | $67,024.84 | $122,553.12 | $55,528.28 | 82.85% |
W. Travis McKinney HB Wealth Management LLC | 11,153 | $1.67M | $2.59M | $927,549.58 | 55.66% |
| DC Debora Caley Richwood Investment Advisors LLC | 897 | $213,737.16 | $208,646.68 | -$5,090.48 | -2.38% |
William Jollie Quent Capital LLC | 475 | $102,694.51 | $110,475.5 | $7,780.99 | 7.58% |
Dalila Toledo Ascent Group LLC | 7,755 | $1.55M | $1.81M | $263,825.32 | 17.02% |
Patricia A. Thompson Leeward Investments LLC - MA | 52,664 | $11.47M | $12.11M | $637,147.78 | 5.55% |
| FFG Fiduciary Financial Group LLC Fiduciary Financial Group LLC | 2,046 | $394,127.99 | $470,498.18 | $76,370.19 | 19.38% |
Amanda Hawley Atria Wealth Solutions Inc. | 3,756 | $826,984.5 | $873,570.48 | $46,585.98 | 5.63% |
John Ritter Ritter Daniher Financial Advisory LLC / DE | 26 | $5,666.18 | $5,978.96 | $312.78 | 5.52% |
CJ Harrison DecisionPoint Financial LLC | 3 | $714 | $697.74 | -$16.26 | -2.28% |
| JG John Ginter Callan Family Office LLC | 1,237 | $259,933.96 | $287,713.83 | $27,779.87 | 10.69% |
Linda M. Dagilus Greenfield Savings Bank | 963 | $204,367.86 | $221,451.48 | $17,083.62 | 8.36% |
Anita Woodhouse V-Square Quantitative Management LLC | 1,568 | $323,368.64 | $364,685.44 | $41,316.8 | 12.78% |
Hajime Yamamoto Resona Asset Management Co. Ltd. | 24,438 | $4.66M | $5.71M | $1.05M | 22.59% |
Rachel Faulk Cape Investment Advisory Inc. | 1 | $229 | $232.58 | $3.58 | 1.56% |
| CGL Chester Gary Lloyd Coston, McIsaac & Partners | 81 | $11,302.29 | $18,976.68 | $7,674.39 | 67.9% |
Mariana Coli Dunhill Financial LLC | 10 | $2,222.67 | $2,325.8 | $103.13 | 4.64% |
Lukas Lindgren Abound Wealth Management | 3 | $461.1 | $698.56 | $237.46 | 51.5% |
Drew Phillips Fortitude Family Office LLC | 316 | $70,047.82 | $73,495.28 | $3,447.46 | 4.92% |