| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Courtney Haddad Concurrent Investment Advisors, LLC | 22,951 | $1.42M | $1.65M | $233,324.16 | 16.46% |
Teresa Douberly Burford Brothers, Inc. | 10,000 | $676,920.86 | $724,650 | $47,729.14 | 7.05% |
Owen McCabe Tyche Wealth Partners LLC | 5,269 | $361,356.09 | $381,370.22 | $20,014.13 | 5.54% |
Neil Greenspan Fielder Capital Group LLC | 8,497 | $576,621.35 | $614,630.49 | $38,009.14 | 6.59% |
| RJ Rebecca Judd Pathstone Holdings, LLC | 3,617 | $245,450 | $260,206.98 | $14,756.98 | 6.01% |
| FTM F. Thomas Mosley Mosley Wealth Management | 26 | $1,958.84 | $1,883.18 | -$75.66 | -3.86% |
| WL Wealthcollab LLC WealthCollab, LLC | 413 | $28,504.73 | $29,727.74 | $1,223.01 | 4.29% |
Cynthia Schlanger Ashton Thomas Private Wealth, LLC | 75,578 | $5.69M | $5.44M | -$256,965.02 | -4.51% |
Dan Wohlgemuth 49 WEALTH MANAGEMENT, LLC | 16,049 | $1.17M | $1.16M | -$11,796.22 | -1% |
| MA Marie-Andree Alain Federation des caisses Desjardins du Quebec | 150 | $9,266 | $10,791 | $1,525 | 16.46% |
Jared Machen BWM Planning LLC | 21,552 | $1.33M | $1.55M | $217,885.76 | 16.37% |
| PS Paula Spurgeon BankPlus Trust Department | 1,360 | $88,141.6 | $98,375.6 | $10,234 | 11.61% |
Clare Market Investments LLC Clare Market Investments LLC | 21,825 | $1.44M | $1.58M | $138,901.57 | 9.63% |
| BWR Brian W. Rahlfs Rahlfs Capital LLC | 11,985 | $777,060.47 | $865,496.77 | $88,436.3 | 11.38% |
Stuart E. Greenfield Greenfield Seitz Capital Management LLC | 23,100 | $1.57M | $1.66M | $95,094.29 | 6.07% |