| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Raymond L. Eaton Primoris Wealth Advisors LLC | 539 | $520,135 | $461,454.07 | -$58,680.93 | -11.28% |
Tracy A. Zullo Zullo Investment Group Inc. | 2,996 | $214,218.75 | $2.56M | $2.35M | 1,097.36% |
Kathryn Brown Morton Brown Family Wealth LLC | 211 | $13,951.32 | $180,643.43 | $166,692.11 | 1,194.81% |
| RW Ryan Westerbeck Greenup Street Wealth Management LLC | 6,055 | $2.37M | $5.18M | $2.81M | 118.53% |
Wayne Freeman DIXON FNANCIAL SERVICES Inc. | 371 | $358,015 | $317,624.23 | -$40,390.77 | -11.28% |
| CB Catherine Bluvol Next Level Private LLC | 1,012 | $240,138.32 | $866,403.56 | $626,265.24 | 260.79% |
Andrew Burkey Joseph Group Capital Management | 66 | $37,170.15 | $56,294.7 | $19,124.55 | 51.45% |
Sean Reitenbach Prosperity Consulting Group LLC | 2,998 | $548,971.58 | $2.63M | $2.08M | 379.6% |
Kathleen Thornhill Confluence Wealth Services Inc. | 648 | $625,320 | $554,772.24 | -$70,547.76 | -11.28% |
Samantha Pierangeli City State Bank | 534 | $35,308.08 | $457,173.42 | $421,865.34 | 1,194.81% |
| JCC Jason Cyril Crawshaw William Allan Corp | 474 | $457,410 | $405,805.62 | -$51,604.38 | -11.28% |
Morgan Christen Spinnaker Investment Group LLC | 220 | $212,300 | $188,348.6 | -$23,951.4 | -11.28% |
Brenda Bickle Adamsbrown Wealth Consultants LLC | 380 | $366,700 | $325,329.4 | -$41,370.6 | -11.28% |
W. Travis McKinney HB Wealth Management LLC | 7,012 | $1.35M | $6M | $4.65M | 345.15% |
| LF Lukas Feh LGT Group Foundation | 6,945 | $1.08M | $5.64M | $4.56M | 420.63% |
Taylor Fairman Eagle Rock Investment Company LLC | 2,402 | $263,406.37 | $2.06M | $1.79M | 680.7% |
| GBW Granite Bay Wealth Management LLC Granite Bay Wealth Management LLC | 227 | $219,055 | $220,970.88 | $1,915.88 | 0.87% |
Allison Tronnes Forum Financial Management LP | 1,511 | $147,628.43 | $1.29M | $1.15M | 776.26% |
| LWL Leo Wealth LLC Leo Wealth LLC | 767 | $300,480 | $656,651.71 | $356,171.71 | 118.53% |
William Jollie Quent Capital LLC | 484 | $159,390.74 | $393,375.84 | $233,985.1 | 146.8% |