| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Kathleen Thornhill Confluence Wealth Services Inc. | 5,504 | $1.58M | $1.63M | $57,564.72 | 3.65% |
Bill McVay Red Tortoise LLC | 15 | $4,623.9 | $4,459.72 | -$164.18 | -3.55% |
Samantha Pierangeli City State Bank | 3 | $741.06 | $894.33 | $153.27 | 20.68% |
W. Travis McKinney HB Wealth Management LLC | 31,325 | $8.06M | $9.29M | $1.23M | 15.29% |
| LF Lukas Feh LGT Group Foundation | 2,417 | $702,300.93 | $720,084.72 | $17,783.79 | 2.53% |
| MC mike Chen Byrne Asset Management LLC | 434 | $106,303.82 | $128,976.12 | $22,672.3 | 21.33% |
| JRS James RG Skjong Ulland Investment Advisors LLC | 75 | $22,819.5 | $22,351.12 | -$468.38 | -2.05% |
Jeremy Baltz Raleigh Capital Management Inc. | 65 | $18,253.95 | $19,296.55 | $1,042.6 | 5.71% |
Robert Sinnaeve SS&H Financial Advisors Inc. | 907 | $260,415.65 | $270,866.48 | $10,450.83 | 4.01% |
Allison Tronnes Forum Financial Management LP | 3,367 | $975,155.6 | $1.01M | $33,563.93 | 3.44% |
William Jollie Quent Capital LLC | 831 | $212,367.36 | $246,474.6 | $34,107.24 | 16.06% |
| RFA Resurgent Financial Advisors LLC Resurgent Financial Advisors LLC | 1,487 | $429,010.08 | $443,081.39 | $14,071.31 | 3.28% |
| SMP Sotirios Mike Pappas Mystic Asset Management Inc. | 1,762 | $517,944.76 | $522,609.22 | $4,664.46 | 0.9% |
Dalila Toledo Ascent Group LLC | 7,074 | $1.95M | $2.11M | $162,973.85 | 8.38% |
| EM Erin Mccann Simplicity Wealth LLC | 1,192 | $332,956.8 | $351,622.12 | $18,665.32 | 5.61% |
Michael Byun SageView Advisory Group LLC | 5,224 | $1.44M | $1.55M | $111,081.32 | 7.71% |
Nichole Raftopoulos Nvest Financial LLC | 1,600 | $464,784 | $480,944 | $16,160 | 3.48% |
Daniel Hays Comprehensive Financial Consultants Institutional Inc. | 16,805 | $4.71M | $4.98M | $269,385.33 | 5.71% |
Katie Christensen iSAM Funds UKK) Ltd | 2,200 | $639,078.1 | $655,545 | $16,466.9 | 2.58% |
| CS Catherine Salsman Paragon Private Wealth Management LLC | 1,331 | $377,328.95 | $397,303.5 | $19,974.55 | 5.29% |