| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JE John Ervin Ervin Investment Management LLC | 93,634 | $4.38M | $4.7M | $315,773.85 | 7.2% |
Amir Ali Monsefi Aire Advisors LLC | 20,805 | $696,055.52 | $1.04M | $348,147.43 | 50.02% |
Adam K. Wright Kathleen S. Wright Associates Inc. | 53,010 | $1.84M | $2.66M | $819,404.58 | 44.5% |
Clint Dunn Beaird Harris Wealth Management LLC | 946 | $40,680.31 | $47,479.74 | $6,799.43 | 16.71% |
Jennifer Carlson Gould Capital LLC | 1,252 | $58,731.32 | $62,837.88 | $4,106.56 | 6.99% |
| LMR Lindsay Marie Rider Obsidian Personal Planning Solutions LLC | 134,409 | $4.97M | $6.75M | $1.78M | 35.76% |
| TG Tyler Glazier New Millennium Group LLC | 144 | $6,740.64 | $7,227.36 | $486.72 | 7.22% |
Caroline Jankowski Operose Advisors LLC | 168 | $7,298.76 | $8,431.92 | $1,133.16 | 15.53% |
Ana-Maria Ignat Covestor Ltd | 1,468 | $66,163.25 | $73,678.92 | $7,515.67 | 11.36% |
Kelly Kaczmarczyk Dravo Bay LLC | 11,892 | $462,849.72 | $596,859.48 | $134,009.76 | 28.95% |
| SP Samantha Pierangeli City State Bank | 23,658 | $841,522.76 | $1.19M | $345,872.26 | 41.1% |
Christopher Pelch Vance Wealth LLC | 4,339 | $179,023.71 | $217,774.41 | $38,750.7 | 21.65% |
| MC Morgan Christen Spinnaker Investment Group LLC | 9,294 | $481,243.32 | $466,465.86 | -$14,777.46 | -3.07% |
| RDK Randy D. Kurtz Upper Left Wealth Management LLC | 21,939 | $788,763.23 | $1.1M | $312,355.18 | 39.6% |
Daniel Forbes Forbes Financial Planning Inc. | 9,132 | $365,908.21 | $458,335.08 | $92,426.87 | 25.26% |
Courtney Lawson Autumn Glory Partners LLC | 8,275 | $353,673.5 | $415,322.25 | $61,648.75 | 17.43% |
Jeremy Baltz Raleigh Capital Management Inc. | 133,385 | $5.45M | $6.69M | $1.24M | 22.83% |
| MM Michelle McCarthy Vantage Financial Partners LLC | 16,402 | $682,150 | $823,216.38 | $141,066.38 | 20.68% |
| WJ William Jollie Quent Capital LLC | 48,826 | $1.74M | $2.45M | $711,872.53 | 40.94% |
| RFA Resurgent Financial Advisors LLC Resurgent Financial Advisors LLC | 10,750 | $397,585.6 | $539,542.5 | $141,956.9 | 35.7% |