| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JL James Langer Redmont Wealth Advisors LLC | 105 | $9,642.15 | $9,929.85 | $287.7 | 2.98% |
| SP Samantha Pierangeli City State Bank | 8,243 | $619,926.21 | $787,783.51 | $167,857.3 | 27.08% |
| RS Roger Steed KRS Capital Management LLC | 2,986 | $205,479.09 | $282,386.02 | $76,906.93 | 37.43% |
| JCC Jason Cyril Crawshaw William Allan Corp | 9,556 | $688,875.43 | $903,710.92 | $214,835.49 | 31.19% |
| WTM W. Travis McKinney HB Wealth Management LLC | 191,309 | $14.63M | $18.36M | $3.73M | 25.49% |
Martin Schoeffel LGT Fund Management Co. Ltd. | 5,078 | $443,371.38 | $481,597.52 | $38,226.14 | 8.62% |
Daniel Forbes Forbes Financial Planning Inc. | 2,404 | $221,047.8 | $227,995.36 | $6,947.56 | 3.14% |
| MC mike Chen Byrne Asset Management LLC | 3,331 | $234,282.48 | $319,742.69 | $85,460.21 | 36.48% |
| NWL Nicholas Wealth LLC Nicholas Wealth LLC | 7,218 | $534,972.59 | $684,555.12 | $149,582.53 | 27.96% |
| TF Taylor Fairman Eagle Rock Investment Company LLC | 18,283 | $1.31M | $1.73M | $423,146.98 | 32.28% |
Brian O'Rourke O'ROURKE & COMPANY Inc. | 5,739 | $397,634.73 | $544,286.76 | $146,652.03 | 36.88% |
Courtney Lawson Autumn Glory Partners LLC | 13,495 | $1.25M | $1.28M | $29,221.3 | 2.34% |
Jeremy Baltz Raleigh Capital Management Inc. | 11,736 | $823,808.82 | $1.13M | $302,729.82 | 36.75% |
Allison Tronnes Forum Financial Management LP | 6,252 | $504,656.01 | $600,129.48 | $95,473.47 | 18.92% |
| DC Debora Caley Richwood Investment Advisors LLC | 6,483 | $596,111.85 | $614,847.72 | $18,735.87 | 3.14% |
| PE Paul Elam Oak Harbor Wealth Partners LLC | 29,052 | $2.24M | $2.79M | $545,473.73 | 24.32% |
| LWL Leo Wealth LLC Leo Wealth LLC | 10,280 | $918,582.5 | $986,777.2 | $68,194.7 | 7.42% |
| WJ William Jollie Quent Capital LLC | 3,880 | $285,138.77 | $372,014.4 | $86,875.63 | 30.47% |
| RFA Resurgent Financial Advisors LLC Resurgent Financial Advisors LLC | 4,723 | $455,863.96 | $453,360.77 | -$2,503.19 | -0.55% |
| SMP Sotirios Mike Pappas Mystic Asset Management Inc. | 19,998 | $1.4M | $1.92M | $522,975.09 | 37.45% |