| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Brian Ramsay Wealthspan Partners LLC | 4,122 | $284,409.61 | $370,732.68 | $86,323.07 | 30.35% |
Ana-Maria Ignat Covestor Ltd | 405 | $34,463.22 | $36,117.9 | $1,654.68 | 4.8% |
Kathryn Brown Morton Brown Family Wealth LLC | 314 | $21,848.12 | $28,500.21 | $6,652.09 | 30.45% |
| RW Ryan Westerbeck Greenup Street Wealth Management LLC | 6,856 | $565,534.2 | $619,953.8 | $54,419.6 | 9.62% |
Andrew Burkey Joseph Group Capital Management | 599 | $55,943.82 | $54,425.14 | -$1,518.68 | -2.71% |
Sean Reitenbach Prosperity Consulting Group LLC | 14,053 | $1.06M | $1.27M | $218,510.26 | 20.7% |
Kathleen Thornhill Confluence Wealth Services Inc. | 23,814 | $1.92M | $2.16M | $238,481.26 | 12.42% |
James Langer Redmont Wealth Advisors LLC | 105 | $9,642.15 | $9,531.9 | -$110.25 | -1.14% |
Samantha Pierangeli City State Bank | 8,788 | $672,088.16 | $798,477.68 | $126,389.52 | 18.81% |
Roger Steed KRS Capital Management LLC | 2,888 | $198,786.87 | $263,327.84 | $64,540.97 | 32.47% |
| JCC Jason Cyril Crawshaw William Allan Corp | 9,275 | $669,604.45 | $841,799 | $172,194.55 | 25.72% |
W. Travis McKinney HB Wealth Management LLC | 210,104 | $16.43M | $18.74M | $2.3M | 14.02% |
Martin Schoeffel LGT Fund Management Co. Ltd. | 2,200 | $195,953.46 | $199,562 | $3,608.54 | 1.84% |
Daniel Forbes Forbes Financial Planning Inc. | 2,404 | $221,047.8 | $218,667.84 | -$2,379.96 | -1.08% |
| MC mike Chen Byrne Asset Management LLC | 3,451 | $244,229.28 | $312,919.42 | $68,690.14 | 28.13% |
| NWL Nicholas Wealth LLC Nicholas Wealth LLC | 7,206 | $534,195.93 | $648,107.64 | $113,911.71 | 21.32% |
Taylor Fairman Eagle Rock Investment Company LLC | 18,283 | $1.31M | $1.65M | $342,884.61 | 26.16% |
Brian O'Rourke O'ROURKE & COMPANY Inc. | 5,745 | $398,208.99 | $517,681.95 | $119,472.96 | 30% |
Courtney Lawson Autumn Glory Partners LLC | 13,504 | $1.25M | $1.22M | -$26,828.13 | -2.14% |
Jeremy Baltz Raleigh Capital Management Inc. | 11,786 | $828,594.32 | $1.07M | $239,924.44 | 28.96% |