| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jay Richards Investment Advisory Group LLC | 2,131 | $217,766.89 | $225,886 | $8,119.11 | 3.73% |
Andrew Burkey Joseph Group Capital Management | 377 | $33,687.35 | $39,962 | $6,274.65 | 18.63% |
Sean Reitenbach Prosperity Consulting Group LLC | 3,312 | $309,775.68 | $359,318.88 | $49,543.2 | 15.99% |
Kathleen Thornhill Confluence Wealth Services Inc. | 7,305 | $686,854.93 | $768,851.25 | $81,996.32 | 11.94% |
James Langer Redmont Wealth Advisors LLC | 157 | $14,896.25 | $16,524.25 | $1,628 | 10.93% |
Bill McVay Red Tortoise LLC | 276 | $27,379.2 | $29,049 | $1,669.8 | 6.1% |
Samantha Pierangeli City State Bank | 5,057 | $486,890.52 | $532,249.25 | $45,358.73 | 9.32% |
Evan Shorten PARAGON FINANCIAL PARTNERS Inc. | 4,353 | $507,403.72 | $459,589.74 | -$47,813.98 | -9.42% |
Roger Steed KRS Capital Management LLC | 4,008 | $421,813.14 | $421,842 | $28.86 | 0.01% |
| JCC Jason Cyril Crawshaw William Allan Corp | 62,910 | $6.61M | $6.62M | $15,941.86 | 0.24% |
Brett Lee Planning Center Inc. | 3,112 | $358,549.44 | $327,538 | -$31,011.44 | -8.65% |
| TA Thomas Anderton 626 Financial LLC | 3,129 | $340,747.17 | $329,327.25 | -$11,419.92 | -3.35% |
| MWM Marion Wealth Management Marion Wealth Management | 28,005 | $2.85M | $2.96M | $112,886.01 | 3.96% |
W. Travis McKinney HB Wealth Management LLC | 44,002 | $4.13M | $4.63M | $500,646.2 | 12.12% |
| LF Lukas Feh LGT Group Foundation | 9,255 | $895,300.9 | $968,535.75 | $73,234.85 | 8.18% |
| MC mike Chen Byrne Asset Management LLC | 470 | $45,820.3 | $49,820 | $3,999.7 | 8.73% |
| MPR Maureen P. Ruggiero Mendel Capital Management LLC | 5,012 | $520,581.78 | $527,513 | $6,931.22 | 1.33% |
Nathan Geraci ETF Store Inc. | 2,668 | $255,174.3 | $280,807 | $25,632.7 | 10.05% |
Russell Mohberg Regatta Capital Group LLC | 11,213 | $1.14M | $1.22M | $78,893.93 | 6.94% |
Sue Cox BetterWealth LLC | 2,603 | $298,287.23 | $273,965.75 | -$24,321.48 | -8.15% |