| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Melinda Trachsel Fiduciary Advisors Inc. | 359 | $58,213.27 | $74,190.94 | $15,977.67 | 27.45% |
| PS Paula Spurgeon BankPlus Trust Department | 71 | $11,486 | $14,570.62 | $3,084.62 | 26.86% |
Winebrenner Capital Management LLC Winebrenner Capital Management LLC | 2,763 | $449,612.39 | $570,241.75 | $120,629.36 | 26.83% |
Howard Teutsch Arcadia Investment Advisors LLC | 11 | $1,309 | $2,253.9 | $944.9 | 72.18% |
Brian Griffin Friday Financial | 9,630 | $1.67M | $1.98M | $305,745.38 | 18.3% |
RoundAngle Advisors LLC RoundAngle Advisors LLC | 21,162 | $3.46M | $4.33M | $873,989.99 | 25.26% |
Lyn Dippel Curio Wealth LLC | 1,026 | $168,735.93 | $210,360.78 | $41,624.85 | 24.67% |
Brady Martz Wealth Solutions LLC Brady Martz Wealth Solutions LLC | 2,819 | $464,182.4 | $581,644.27 | $117,461.87 | 25.31% |
VestGen Advisors LLC VestGen Advisors LLC | 1,323 | $261,425 | $271,016.55 | $9,591.55 | 3.67% |
Keyvantage Wealth LLC Keyvantage Wealth LLC | 3,715 | $600,987.84 | $760,906.3 | $159,918.46 | 26.61% |
| VWA VSM Wealth Advisory LLC VSM Wealth Advisory LLC | 2,662 | $465,154.6 | $546,255.71 | $81,101.11 | 17.44% |
Allyson Mickool Florida Financial Advisors LLC | 1,127 | $207,639.12 | $231,795.72 | $24,156.6 | 11.63% |
| EFL Envision Financial LLC Envision Financial LLC | 10,789 | $1.75M | $2.21M | $469,001.55 | 26.87% |
Elizabeth Arce Sovran Advisors LLC | 1,815 | $304,324.8 | $373,055.1 | $68,730.3 | 22.58% |
| EJK Edward J. King Graney & King LLC | 26 | $5,138 | $5,343.78 | $205.78 | 4.01% |
| ABW Alexander B. Weinberger Weinberger Asset Management Inc. | 42,127 | $6.35M | $8.63M | $2.28M | 35.97% |
| MP Megan Parrish Berkeley Inc. | 4,547 | $644,055.26 | $931,384.74 | $287,329.48 | 44.61% |
Bradley Wilson Crews Bank & Trust | 186 | $32,429.65 | $38,247.18 | $5,817.53 | 17.94% |
| LS Laura Steagall-Cissell Veridan Wealth LLC | 20,646 | $3.16M | $4.23M | $1.07M | 33.95% |
| KS Katherine Simmonds Conquis Financial LLC | 30,441 | $5.18M | $6.23M | $1.05M | 20.23% |