| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Kevin Galvin Hopwood Financial Services, Inc. | 1,400 | $204,316 | $217,518 | $13,202 | 6.46% |
| HAS Hayley A. Snell LRI Investments, LLC | 3,743 | $491,568 | $579,116.96 | $87,548.96 | 17.81% |
David Millar Gen-Wealth Partners Inc | 2,757 | $361,829 | $428,451.58 | $66,622.58 | 18.41% |
Geoffrey A. Frazier Global Financial Private Client, LLC | 3,344 | $400,076.23 | $519,674.32 | $119,598.09 | 29.89% |
Bret A Rodabaugh ALEXANDER LABRUNERIE & CO., INC. | 4,494 | $589,647.86 | $698,232.78 | $108,584.92 | 18.42% |
Roger Krabbe Bank & Trust Co | 50 | $6,359 | $7,655 | $1,296 | 20.38% |
Bruce Barton Parkworth Wealth Management, Inc. | 67 | $8,806 | $10,409.79 | $1,603.79 | 18.21% |
Kara Lilian Lynx Investment Advisory | 2,780 | $405,674 | $432,025.9 | $26,351.9 | 6.5% |
| LCB Lawrence C. Busch Sage Capital Management, LLC | 23,726 | $2.97M | $3.69M | $714,867.12 | 24.05% |
Neisy Arnez Drucker Wealth 3.0, LLC | 12,111 | $1.54M | $1.88M | $339,095.37 | 21.98% |
| GHH Grace H. Holt GG Group Ventures, LLC | 1,588 | $201,961.84 | $246,727.56 | $44,765.72 | 22.17% |
Serena Grunenwald GEN Financial Management, INC. | 6,163 | $815,226.78 | $957,545.31 | $142,318.53 | 17.46% |
Rana Choubah Meridian Financial Advisors, LLC | 25,118 | $3.22M | $3.9M | $680,262.56 | 21.13% |
| AJH Andrew J Hardin Hardin Capital Partners, LLC | 2,846 | $370,668.36 | $441,841.5 | $71,173.14 | 19.2% |
Chad Warrick Summit Wealth Partners, LLC | 1,908 | $278,454 | $296,465.04 | $18,011.04 | 6.47% |
Teresa Coleman Creekside Partners | 3,126 | $433,795.41 | $485,717.88 | $51,922.47 | 11.97% |
Paul V. Ryan Jr FLAGSHIP WEALTH ADVISORS, LLC | 28 | $3,921.38 | $4,350.64 | $429.26 | 10.95% |
Taryn Anderson YANKCOM Partnership | 2,442 | $322,588.65 | $379,437.96 | $56,849.31 | 17.62% |
David Levy Diversified Enterprises LLC | 1,551 | $215,837 | $240,994.38 | $25,157.38 | 11.66% |
Pines Wealth Management LLC Pines Wealth Management LLC | 14,599 | $1.89M | $2.27M | $376,981.5 | 19.93% |