| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Raymond L. Eaton Primoris Wealth Advisors LLC | 17,944 | $1.4M | $1.7M | $293,329.68 | 20.91% |
Tracy A. Zullo Zullo Investment Group Inc. | 2,913 | $209,405.55 | $275,395.02 | $65,989.47 | 31.51% |
Brian Ramsay Wealthspan Partners LLC | 4,122 | $284,409.61 | $383,758.19 | $99,348.58 | 34.93% |
Ana-Maria Ignat Covestor Ltd | 405 | $34,463.22 | $37,539.45 | $3,076.23 | 8.93% |
Kathryn Brown Morton Brown Family Wealth LLC | 314 | $21,848.12 | $29,685.56 | $7,837.44 | 35.87% |
| RW Ryan Westerbeck Greenup Street Wealth Management LLC | 6,856 | $565,534.2 | $648,166.24 | $82,632.04 | 14.61% |
Andrew Burkey Joseph Group Capital Management | 599 | $55,943.82 | $55,766.9 | -$176.92 | -0.32% |
Sean Reitenbach Prosperity Consulting Group LLC | 14,053 | $1.06M | $1.3M | $244,438.05 | 23.15% |
Kathleen Thornhill Confluence Wealth Services Inc. | 23,814 | $1.92M | $2.25M | $331,594 | 17.27% |
James Langer Redmont Wealth Advisors LLC | 105 | $9,642.15 | $9,926.7 | $284.55 | 2.95% |
Samantha Pierangeli City State Bank | 8,788 | $672,088.16 | $830,817.52 | $158,729.36 | 23.62% |
Roger Steed KRS Capital Management LLC | 2,886 | $198,621.09 | $272,842.44 | $74,221.35 | 37.37% |
| JCC Jason Cyril Crawshaw William Allan Corp | 9,556 | $688,875.43 | $903,424.24 | $214,548.81 | 31.14% |
W. Travis McKinney HB Wealth Management LLC | 191,309 | $14.63M | $18.09M | $3.45M | 23.59% |
Martin Schoeffel LGT Fund Management Co. Ltd. | 2,200 | $195,953.46 | $203,940 | $7,986.54 | 4.08% |
Daniel Forbes Forbes Financial Planning Inc. | 2,404 | $221,047.8 | $227,274.16 | $6,226.36 | 2.82% |
| MC mike Chen Byrne Asset Management LLC | 3,331 | $234,282.48 | $310,116.09 | $75,833.61 | 32.37% |
| NWL Nicholas Wealth LLC Nicholas Wealth LLC | 7,206 | $534,195.93 | $681,255.24 | $147,059.31 | 27.53% |
Taylor Fairman Eagle Rock Investment Company LLC | 18,283 | $1.31M | $1.73M | $417,662.08 | 31.86% |
Brian O'Rourke O'ROURKE & COMPANY Inc. | 5,745 | $398,208.99 | $533,136 | $134,927.01 | 33.88% |