| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| WF Wayne Freeman DIXON FNANCIAL SERVICES Inc. | 2,332 | $209,833.36 | $215,430.16 | $5,596.8 | 2.67% |
Andrew Burkey Joseph Group Capital Management | 130 | $12,632.1 | $12,057.5 | -$574.6 | -4.55% |
| SR Sean Reitenbach Prosperity Consulting Group LLC | 2,223 | $186,056.73 | $206,183.25 | $20,126.52 | 10.82% |
Kathleen Thornhill Confluence Wealth Services Inc. | 4,568 | $354,880.6 | $422,608.52 | $67,727.92 | 19.08% |
| SP Samantha Pierangeli City State Bank | 294 | $22,942.5 | $27,159.72 | $4,217.22 | 18.38% |
Christopher Pelch Vance Wealth LLC | 4,959 | $328,832.77 | $459,947.25 | $131,114.48 | 39.87% |
| MC Morgan Christen Spinnaker Investment Group LLC | 18,897 | $1.66M | $1.76M | $102,538.39 | 6.19% |
| WTM W. Travis McKinney HB Wealth Management LLC | 20,916 | $1.7M | $1.95M | $248,949.42 | 14.61% |
| LF Lukas Feh LGT Group Foundation | 15,335 | $1.11M | $1.42M | $308,241.82 | 27.76% |
| MC mike Chen Byrne Asset Management LLC | 6,185 | $459,642.2 | $577,431.6 | $117,789.4 | 25.63% |
| RM Russell Mohberg Regatta Capital Group LLC | 3,986 | $308,953.14 | $368,764.79 | $59,811.65 | 19.36% |
| WJ William Jollie Quent Capital LLC | 1,091 | $97,901.16 | $101,921.22 | $4,020.06 | 4.11% |
Dalila Toledo Ascent Group LLC | 13,996 | $1.01M | $1.31M | $302,173.64 | 30.06% |
| EM Erin Mccann Simplicity Wealth LLC | 2,491 | $242,050.47 | $232,559.76 | -$9,490.71 | -3.92% |
Michael Byun SageView Advisory Group LLC | 61,097 | $5.11M | $5.71M | $598,757.98 | 11.72% |
| TK Taro Kuriyama Axq Capita LLP | 16,848 | $1.64M | $1.57M | -$65,201.6 | -3.98% |
Brian Levy West Wealth Group LLC | 10,862 | $761,114.38 | $1.01M | $252,310.22 | 33.15% |
Daniel Ronan Catalyst Financial Partners LLC | 3,027 | $271,726.38 | $281,722.89 | $9,996.51 | 3.68% |
Amanda Hawley Atria Wealth Solutions Inc. | 8,175 | $717,111 | $756,310.12 | $39,199.12 | 5.47% |
| EL Edward Lowndes Angeles Wealth Management LLC | 2,782 | $250,089.42 | $258,920.74 | $8,831.32 | 3.53% |