| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Andrew Burkey Joseph Group Capital Management | 377 | $33,687.35 | $36,527.53 | $2,840.18 | 8.43% |
Sean Reitenbach Prosperity Consulting Group LLC | 3,312 | $309,775.68 | $320,635.38 | $10,859.7 | 3.51% |
Kathleen Thornhill Confluence Wealth Services Inc. | 7,305 | $686,854.93 | $705,857.31 | $19,002.38 | 2.77% |
James Langer Redmont Wealth Advisors LLC | 157 | $14,896.25 | $15,229 | $332.75 | 2.23% |
Bill McVay Red Tortoise LLC | 276 | $27,379.2 | $26,741.14 | -$638.06 | -2.33% |
Samantha Pierangeli City State Bank | 5,057 | $486,890.52 | $490,984.13 | $4,093.61 | 0.84% |
Evan Shorten PARAGON FINANCIAL PARTNERS Inc. | 4,353 | $507,403.72 | $425,483.98 | -$81,919.74 | -16.14% |
Roger Steed KRS Capital Management LLC | 4,130 | $433,276.26 | $402,757.6 | -$30,518.66 | -7.04% |
| JCC Jason Cyril Crawshaw William Allan Corp | 62,932 | $6.61M | $6.13M | -$479,084.6 | -7.25% |
Brett Lee Planning Center Inc. | 3,112 | $358,549.44 | $304,104.64 | -$54,444.8 | -15.18% |
| TA Thomas Anderton 626 Financial LLC | 3,129 | $340,747.17 | $304,295.25 | -$36,451.92 | -10.7% |
Morgan Christen Spinnaker Investment Group LLC | 7,319 | $687,693.24 | $710,455.33 | $22,762.09 | 3.31% |
| MWM Marion Wealth Management Marion Wealth Management | 28,005 | $2.85M | $2.72M | -$128,097.02 | -4.49% |
W. Travis McKinney HB Wealth Management LLC | 43,367 | $4.07M | $4.2M | $129,030.28 | 3.17% |
| LF Lukas Feh LGT Group Foundation | 9,255 | $895,300.9 | $898,304.18 | $3,003.28 | 0.34% |
| MC mike Chen Byrne Asset Management LLC | 470 | $45,820.3 | $45,500.79 | -$319.51 | -0.7% |
| MPR Maureen P. Ruggiero Mendel Capital Management LLC | 5,012 | $520,581.78 | $481,853.68 | -$38,728.1 | -7.44% |
Nathan Geraci ETF Store Inc. | 2,668 | $255,174.3 | $256,634.92 | $1,460.62 | 0.57% |
Russell Mohberg Regatta Capital Group LLC | 11,213 | $1.14M | $1.09M | -$45,682.5 | -4.02% |
Courtney Lawson Autumn Glory Partners LLC | 26,439 | $2.7M | $2.57M | -$128,361.35 | -4.75% |