| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| LMJ Louis Melone Jr. Melone Private Wealth LLC | 176,712 | $7.32M | $8.96M | $1.64M | 22.33% |
Andrew Miller OLIO Financial Planning | 70,419 | $2.84M | $3.61M | $765,396.9 | 26.94% |
| JE John Ervin Ervin Investment Management LLC | 93,634 | $4.38M | $4.8M | $419,239.42 | 9.56% |
Amir Ali Monsefi Aire Advisors LLC | 20,886 | $700,249.7 | $1.07M | $365,980.6 | 52.26% |
Adam K. Wright Kathleen S. Wright Associates Inc. | 53,010 | $1.84M | $2.7M | $857,836.83 | 46.59% |
Clint Dunn Beaird Harris Wealth Management LLC | 946 | $40,680.31 | $47,966.93 | $7,286.62 | 17.91% |
Jennifer Carlson Gould Capital LLC | 1,310 | $61,734.56 | $66,639.7 | $4,905.14 | 7.95% |
| LMR Lindsay Marie Rider Obsidian Personal Planning Solutions LLC | 134,409 | $4.97M | $6.89M | $1.92M | 38.73% |
David B. Short Investments & Financial Planning LLC | 3,949 | $204,479.22 | $199,839.14 | -$4,640.08 | -2.27% |
Tyler Glazier New Millennium Group LLC | 144 | $6,740.64 | $7,312.32 | $571.68 | 8.48% |
Caroline Jankowski Operose Advisors LLC | 63 | $2,955.33 | $3,190.63 | $235.3 | 7.96% |
Ana-Maria Ignat Covestor Ltd | 1,455 | $65,716.31 | $74,714.25 | $8,997.94 | 13.69% |
Kelly Kaczmarczyk Dravo Bay LLC | 11,497 | $448,862.77 | $588,933.82 | $140,071.05 | 31.21% |
Samantha Pierangeli City State Bank | 23,658 | $841,522.76 | $1.2M | $356,991.52 | 42.42% |
Christopher Pelch Vance Wealth LLC | 4,339 | $179,023.71 | $221,310.69 | $42,286.98 | 23.62% |
Morgan Christen Spinnaker Investment Group LLC | 9,648 | $499,566.36 | $490,456.08 | -$9,110.28 | -1.82% |
Randy D. Kurtz Upper Left Wealth Management LLC | 21,540 | $775,612.19 | $1.1M | $321,096.91 | 41.4% |
Daniel Forbes Forbes Financial Planning Inc. | 9,126 | $365,682.19 | $462,231.9 | $96,549.71 | 26.4% |
Courtney Lawson Autumn Glory Partners LLC | 16,945 | $802,606.1 | $861,992.15 | $59,386.05 | 7.4% |
Jeremy Baltz Raleigh Capital Management Inc. | 149,653 | $6.29M | $7.58M | $1.29M | 20.44% |