| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| AE Alexis Eubanks TILIA FIDUCIARY PARTNERS Inc. | 636 | $227,964.72 | $214,249.32 | -$13,715.4 | -6.02% |
Jay Richards Investment Advisory Group LLC | 5,530 | $1.61M | $1.77M | $161,054.78 | 10.03% |
| CB Catherine Bluvol Next Level Private LLC | 818 | $304,091.5 | $254,569.77 | -$49,521.73 | -16.29% |
Brian Kellett Kellett Wealth Advisors LLC | 1,905 | $647,354.08 | $592,855.03 | -$54,499.05 | -8.42% |
Andrew Burkey Joseph Group Capital Management | 810 | $341,412.39 | $258,819.3 | -$82,593.09 | -24.19% |
Sean Reitenbach Prosperity Consulting Group LLC | 14,756 | $4.81M | $4.83M | $19,616.5 | 0.41% |
Kathleen Thornhill Confluence Wealth Services Inc. | 8,578 | $2.53M | $2.67M | $139,519.07 | 5.51% |
Bill McVay Red Tortoise LLC | 65 | $21,739 | $20,228.65 | -$1,510.35 | -6.95% |
Samantha Pierangeli City State Bank | 4,485 | $1.08M | $1.4M | $319,606.62 | 29.7% |
Evan Shorten PARAGON FINANCIAL PARTNERS Inc. | 3,391 | $1.04M | $1.11M | $75,242.85 | 7.24% |
| GC Gregory Clinton KRAEMATON INVESTMENT ADVISORS Inc. | 1,215 | $395,801.36 | $378,120.14 | -$17,681.22 | -4.47% |
Christopher Pelch Vance Wealth LLC | 9,656 | $2.1M | $3.3M | $1.21M | 57.47% |
| JG Jeffrey Gomez G2 Capital Management LLC / Oh | 3,597 | $1.03M | $1.2M | $164,718.55 | 15.95% |
Roger Steed KRS Capital Management LLC | 2,043 | $687,523.15 | $635,802.01 | -$51,721.14 | -7.52% |
| BFA Blackston Financial Advisory Group LLC Blackston Financial Advisory Group LLC | 1,393 | $451,321.67 | $476,782.1 | $25,460.43 | 5.64% |
Suzanne Hammer 5th Street Advisors LLC | 825 | $371,019 | $265,278.75 | -$105,740.25 | -28.5% |
| TA Thomas Anderton 626 Financial LLC | 2,214 | $442,872.42 | $689,018.92 | $246,146.5 | 55.58% |
Morgan Christen Spinnaker Investment Group LLC | 1,640 | $681,707.49 | $510,384.38 | -$171,323.11 | -25.13% |
| YR Yarenis Rodriguez Pursue Wealth Partners LLC | 5,809 | $1.48M | $1.91M | $426,714.08 | 28.79% |
Brenda Bickle Adamsbrown Wealth Consultants LLC | 2,749 | $931,538.29 | $855,516.26 | -$76,022.03 | -8.16% |