| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
James Langer Redmont Wealth Advisors LLC | 10 | $498.1 | $559.65 | $61.55 | 12.36% |
| JBS Joseph Blane Shea Horizon Family Wealth Inc. | 3,779 | $201,987.55 | $211,151.62 | $9,164.07 | 4.54% |
Samantha Pierangeli City State Bank | 200 | $7,952 | $11,119 | $3,167 | 39.83% |
Evan Shorten PARAGON FINANCIAL PARTNERS Inc. | 63,612 | $2.52M | $3.56M | $1.04M | 41.34% |
Roger Steed KRS Capital Management LLC | 4,300 | $231,641 | $239,273.5 | $7,632.5 | 3.29% |
Suzanne Hammer 5th Street Advisors LLC | 143,561 | $5.12M | $7.99M | $2.86M | 55.89% |
Morgan Christen Spinnaker Investment Group LLC | 8,333 | $424,764.47 | $465,773.03 | $41,008.56 | 9.65% |
| YR Yarenis Rodriguez Pursue Wealth Partners LLC | 7,001 | $338,075.33 | $391,180.87 | $53,105.54 | 15.71% |
| MWM Marion Wealth Management Marion Wealth Management | 5,252 | $174,085.09 | $294,374.6 | $120,289.51 | 69.1% |
Brenda Bickle Adamsbrown Wealth Consultants LLC | 5,654 | $304,917.4 | $316,878.43 | $11,961.03 | 3.92% |
W. Travis McKinney HB Wealth Management LLC | 111,366 | $4.98M | $6.24M | $1.26M | 25.23% |
| MC mike Chen Byrne Asset Management LLC | 5,403 | $233,118.22 | $301,217.25 | $68,099.03 | 29.21% |
Brian O'Rourke O'ROURKE & COMPANY Inc. | 18,562 | $774,894.76 | $1.04M | $265,690.96 | 34.29% |
| GBW Granite Bay Wealth Management LLC Granite Bay Wealth Management LLC | 85,103 | $4.55M | $4.77M | $220,416.77 | 4.85% |
Russell Mohberg Regatta Capital Group LLC | 4,126 | $220,534.7 | $231,427.34 | $10,892.64 | 4.94% |
Courtney Lawson Autumn Glory Partners LLC | 20,970 | $1.07M | $1.18M | $101,371.99 | 9.44% |
Jeremy Baltz Raleigh Capital Management Inc. | 1 | $48.33 | $55.77 | $7.44 | 15.39% |
Michelle McCarthy Vantage Financial Partners LLC | 7,878 | $373,782.21 | $441,680.07 | $67,897.86 | 18.17% |
Allison Tronnes Forum Financial Management LP | 7,930 | $392,128.75 | $441,264.85 | $49,136.1 | 12.53% |
Paul Elam Oak Harbor Wealth Partners LLC | 230 | $8,648 | $12,900.7 | $4,252.7 | 49.18% |