| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Andrew Burkey Joseph Group Capital Management | 370 | $20,212 | $20,816.2 | $604.2 | 2.99% |
Sean Reitenbach Prosperity Consulting Group LLC | 33,891 | $1.55M | $1.91M | $353,401.85 | 22.75% |
Kathleen Thornhill Confluence Wealth Services Inc. | 10,906 | $658,722.4 | $613,571.56 | -$45,150.84 | -6.85% |
Bill McVay Red Tortoise LLC | 96 | $4,186.56 | $5,400.96 | $1,214.4 | 29.01% |
Samantha Pierangeli City State Bank | 13,693 | $606,900.47 | $787,484.43 | $180,583.96 | 29.76% |
Roger Steed KRS Capital Management LLC | 6,648 | $290,723.93 | $374,016.48 | $83,292.55 | 28.65% |
W. Travis McKinney HB Wealth Management LLC | 252,376 | $11.2M | $14.48M | $3.29M | 29.35% |
| MC mike Chen Byrne Asset Management LLC | 4,020 | $133,431.8 | $226,165.2 | $92,733.4 | 69.5% |
Mark Perrault Intergy Private Wealth LLC | 4,885 | $259,724 | $274,830.1 | $15,106.1 | 5.82% |
Taylor Fairman Eagle Rock Investment Company LLC | 10,787 | $600,789.21 | $606,876.62 | $6,087.41 | 1.01% |
| JRS James RG Skjong Ulland Investment Advisors LLC | 1,188 | $65,844.04 | $67,585.32 | $1,741.28 | 2.64% |
Sue Cox BetterWealth LLC | 4,091 | $218,316.88 | $234,598.39 | $16,281.51 | 7.46% |
Jeremy Baltz Raleigh Capital Management Inc. | 57,571 | $2.56M | $3.24M | $682,932.42 | 26.72% |
Robert Sinnaeve SS&H Financial Advisors Inc. | 9,161 | $450,154.51 | $515,397.86 | $65,243.35 | 14.49% |
Allison Tronnes Forum Financial Management LP | 3,600 | $170,091.33 | $202,536 | $32,444.67 | 19.07% |
| LWL Leo Wealth LLC Leo Wealth LLC | 5,519 | $293,242.77 | $310,498.94 | $17,256.17 | 5.88% |
Christopher Clancy Global Wealth Strategies & Associates | 3,486 | $216,898.92 | $196,209.51 | -$20,689.41 | -9.54% |
William Jollie Quent Capital LLC | 3,282 | $166,791.96 | $188,353.98 | $21,562.02 | 12.93% |
Missy Straw Nilsine Partners LLC | 33,748 | $1.96M | $1.9M | -$56,344.16 | -2.88% |
Dalila Toledo Ascent Group LLC | 70,481 | $3.03M | $4.05M | $1.03M | 33.94% |