| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| EL Eric Lai Archvest Wealth Advisors Inc. | 2,504 | $210,861.84 | $261,993.52 | $51,131.68 | 24.25% |
| CC Cheung Chan Chemistry Wealth Management LLC | 8,919 | $795,766.61 | $932,749.02 | $136,982.41 | 17.21% |
Andrew Burkey Joseph Group Capital Management | 343 | $30,212.89 | $35,870.94 | $5,658.05 | 18.73% |
| SR Sean Reitenbach Prosperity Consulting Group LLC | 2,276 | $203,906.84 | $238,024.08 | $34,117.24 | 16.73% |
Kathleen Thornhill Confluence Wealth Services Inc. | 6,426 | $597,029.92 | $672,031.08 | $75,001.16 | 12.56% |
| JL James Langer Redmont Wealth Advisors LLC | 157 | $14,896.25 | $16,419.06 | $1,522.81 | 10.22% |
Bill McVay Red Tortoise LLC | 276 | $27,379.2 | $28,864.08 | $1,484.88 | 5.42% |
| SP Samantha Pierangeli City State Bank | 5,057 | $486,890.52 | $528,861.06 | $41,970.54 | 8.62% |
| ES Evan Shorten PARAGON FINANCIAL PARTNERS Inc. | 4,352 | $507,301.53 | $455,132.16 | -$52,169.37 | -10.28% |
| RS Roger Steed KRS Capital Management LLC | 3,956 | $416,499.26 | $413,718.48 | -$2,780.78 | -0.67% |
| JCC Jason Cyril Crawshaw William Allan Corp | 63,635 | $6.69M | $6.65M | -$35,190.59 | -0.53% |
Brett Lee Planning Center Inc. | 3,107 | $358,038.49 | $324,930.06 | -$33,108.43 | -9.25% |
| TA Thomas Anderton 626 Financial LLC | 3,128 | $340,644.98 | $327,126.24 | -$13,518.74 | -3.97% |
| MWM Marion Wealth Management Marion Wealth Management | 28,005 | $2.85M | $2.93M | $78,719.91 | 2.76% |
| WTM W. Travis McKinney HB Wealth Management LLC | 44,002 | $4.13M | $4.59M | $458,844.3 | 11.11% |
| LF Lukas Feh LGT Group Foundation | 9,327 | $903,722.74 | $972,852.73 | $69,129.99 | 7.65% |
| MC mike Chen Byrne Asset Management LLC | 470 | $45,820.3 | $50,891.36 | $5,071.06 | 11.07% |
| MPR Maureen P. Ruggiero Mendel Capital Management LLC | 5,022 | $521,751.48 | $523,819.71 | $2,068.23 | 0.4% |
| NG Nathan Geraci ETF Store Inc. | 2,656 | $253,948.02 | $277,034.08 | $23,086.06 | 9.09% |
| RM Russell Mohberg Regatta Capital Group LLC | 13,161 | $1.37M | $1.37M | $7,296.1 | 0.53% |