| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jennifer Carlson Gould Capital LLC | 16 | $1,101.37 | $1,639.04 | $537.67 | 48.82% |
Penny A. Phillips Journey Strategic Wealth LLC | 4,031 | $322,256.93 | $410,940.29 | $88,683.36 | 27.52% |
Kathryn Brown Morton Brown Family Wealth LLC | 268 | $22,694.24 | $27,327.96 | $4,633.72 | 20.42% |
John Gorlow Cardiff Park Advisors LLC | 4,312 | $265,105.94 | $439,824 | $174,718.06 | 65.9% |
| AE Alexis Eubanks TILIA FIDUCIARY PARTNERS Inc. | 2,744 | $279,009.92 | $279,229.44 | $219.52 | 0.08% |
Jay Richards Investment Advisory Group LLC | 60,410 | $4.14M | $6.19M | $2.05M | 49.53% |
Kathleen Thornhill Confluence Wealth Services Inc. | 1.53M | $109.97M | $155.78M | $45.81M | 41.66% |
Bill McVay Red Tortoise LLC | 6,005 | $482,537.75 | $611,969.55 | $129,431.8 | 26.82% |
Cole Bruner Buska Wealth Management LLC | 182,114 | $16.29M | $18.52M | $2.23M | 13.7% |
Samantha Pierangeli City State Bank | 5,500 | $490,338.98 | $560,718.4 | $70,379.42 | 14.35% |
Evan Shorten PARAGON FINANCIAL PARTNERS Inc. | 14,304 | $1.15M | $1.45M | $303,551.01 | 26.37% |
W. Travis McKinney HB Wealth Management LLC | 5,224 | $429,009.88 | $531,542 | $102,532.12 | 23.9% |
| JRS James RG Skjong Ulland Investment Advisors LLC | 220 | $14,718.28 | $22,466.4 | $7,748.12 | 52.64% |
Dalila Toledo Ascent Group LLC | 16,854 | $1.12M | $1.72M | $595,132.39 | 52.99% |
| EM Erin Mccann Simplicity Wealth LLC | 4,201 | $355,740.68 | $426,695.57 | $70,954.89 | 19.95% |
Joseph J. Costigan apricus wealth LLC | 2,905 | $237,874 | $297,907.75 | $60,033.75 | 25.24% |
Michael Byun SageView Advisory Group LLC | 7,938 | $779,512 | $809,199.72 | $29,687.72 | 3.81% |
| KB Kimberly Byrne Bill Few Associates Inc. | 2,282 | $205,380 | $231,668.64 | $26,288.64 | 12.8% |
David T. Morgan High Net Worth Advisory Group LLC | 58,314 | $4.15M | $5.96M | $1.8M | 43.47% |
Jason Matthews Kfg Wealth Management LLC | 39,376 | $3.36M | $4.02M | $656,884.78 | 19.55% |