| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| HKP Holly Kathleen Pizzi Leverty Financial Group LLC | 16,711 | $423,501.45 | $539,431.08 | $115,929.63 | 27.37% |
Richard Ahl, Jr. AHL INVESTMENT MANAGEMENT Inc. | 18,164 | $425,582.52 | $586,061.46 | $160,478.94 | 37.71% |
Adam K. Wright Kathleen S. Wright Associates Inc. | 7,996 | $172,535.74 | $257,871 | $85,335.26 | 49.46% |
| MAL McBroom & Associates LLC McBroom & Associates LLC | 97,078 | $3.51M | $3.11M | -$402,388.31 | -11.47% |
Clint Dunn Beaird Harris Wealth Management LLC | 7,641 | $160,464.58 | $244,206.36 | $83,741.78 | 52.19% |
Russell Kartub Insight Inv LLC | 36 | $1,025.28 | $1,169.46 | $144.18 | 14.06% |
Caroline Jankowski Operose Advisors LLC | 2,555 | $67,031.44 | $81,683.35 | $14,651.91 | 21.86% |
John Gorlow Cardiff Park Advisors LLC | 800 | $17,532.81 | $25,668 | $8,135.19 | 46.4% |
D. Patrick Franklin First International Bank & Trust | 107,780 | $2.68M | $3.48M | $791,067.58 | 29.46% |
Brian Kellett Kellett Wealth Advisors LLC | 6,970 | $227,431.1 | $226,455.3 | -$975.8 | -0.43% |
Andrew Burkey Joseph Group Capital Management | 39,824 | $935,041.14 | $1.28M | $342,512.78 | 36.63% |
Sean Reitenbach Prosperity Consulting Group LLC | 35,271 | $730,462.41 | $1.13M | $399,091.36 | 54.64% |
Kathleen Thornhill Confluence Wealth Services Inc. | 6,891 | $248,971.83 | $220,305.27 | -$28,666.56 | -11.51% |
Bill McVay Red Tortoise LLC | 37,714 | $942,673 | $1.21M | $264,552.14 | 28.06% |
Cole Bruner Buska Wealth Management LLC | 7,555 | $219,695.9 | $244,026.5 | $24,330.6 | 11.07% |
Samantha Pierangeli City State Bank | 150 | $3,456.24 | $4,799.25 | $1,343.01 | 38.86% |
Morgan Christen Spinnaker Investment Group LLC | 55,360 | $1.53M | $1.78M | $250,613.24 | 16.38% |
Randy D. Kurtz Upper Left Wealth Management LLC | 164,047 | $3.68M | $5.3M | $1.62M | 43.9% |
W. Travis McKinney HB Wealth Management LLC | 292,233 | $6.23M | $9.49M | $3.26M | 52.3% |
| JF Joshua Frierdich Mid-American Wealth Advisory Group Inc. | 88,434 | $2.54M | $2.85M | $316,646.44 | 12.48% |