| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Kathryn Brown Morton Brown Family Wealth LLC | 1,104 | $49,679.67 | $57,231.36 | $7,551.69 | 15.2% |
| JN John Nunn Paradigm Capital Management LLC/NV | 27,084 | $1.21M | $1.44M | $230,438.57 | 19.08% |
| CB Catherine Bluvol Next Level Private LLC | 5,762 | $227,562.63 | $298,702.08 | $71,139.45 | 31.26% |
Andrew Burkey Joseph Group Capital Management | 204 | $9,678.18 | $10,728.36 | $1,050.18 | 10.85% |
Sean Reitenbach Prosperity Consulting Group LLC | 17,292 | $762,571.69 | $910,769.64 | $148,197.95 | 19.43% |
Samantha Pierangeli City State Bank | 1,169 | $50,552.67 | $60,600.96 | $10,048.29 | 19.88% |
W. Travis McKinney HB Wealth Management LLC | 131,893 | $5.62M | $6.84M | $1.22M | 21.65% |
Mark Perrault Intergy Private Wealth LLC | 4,464 | $222,396.48 | $231,413.76 | $9,017.28 | 4.05% |
Jeremy Baltz Raleigh Capital Management Inc. | 20,782 | $899,755.62 | $1.08M | $177,583.26 | 19.74% |
Paul Elam Oak Harbor Wealth Partners LLC | 33,994 | $1.49M | $1.79M | $299,249.53 | 20.1% |
William Jollie Quent Capital LLC | 2,346 | $110,506.01 | $122,813.1 | $12,307.09 | 11.14% |
| RFA Resurgent Financial Advisors LLC Resurgent Financial Advisors LLC | 5,056 | $251,889.92 | $268,473.59 | $16,583.67 | 6.58% |
Missy Straw Nilsine Partners LLC | 7,477 | $372,504 | $387,607.68 | $15,103.68 | 4.05% |
Dalila Toledo Ascent Group LLC | 41,400 | $1.88M | $2.15M | $264,674.35 | 14.07% |
| EM Erin Mccann Simplicity Wealth LLC | 13,798 | $601,534.22 | $725,636.82 | $124,102.6 | 20.63% |
Michael Byun SageView Advisory Group LLC | 10,888 | $497,805.76 | $564,651.68 | $66,845.92 | 13.43% |
Daniel Hays Comprehensive Financial Consultants Institutional Inc. | 25,218 | $1.12M | $1.31M | $185,029.36 | 16.49% |
David T. Morgan High Net Worth Advisory Group LLC | 4,960 | $183,123.2 | $257,126.4 | $74,003.2 | 40.41% |
Leanne Menzel Smallwood Wealth Investment Management LLC | 4,646 | $231,463.72 | $240,848.64 | $9,384.92 | 4.05% |
| CS Catherine Salsman Paragon Private Wealth Management LLC | 19,397 | $864,057.87 | $1.01M | $141,482.61 | 16.37% |