| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Roger Steed KRS Capital Management LLC | 16,223 | $1.56M | $6.32M | $4.75M | 303.98% |
Brett Lee Planning Center Inc. | 691 | $227,954.45 | $268,992.48 | $41,038.03 | 18% |
John Swift Benchmark Investment Advisors LLC | 24,263 | $4.87M | $10.09M | $5.22M | 107.19% |
| TRI Trail Ridge Investment Advisors LLC Trail Ridge Investment Advisors LLC | 4,855 | $608,644.76 | $2.02M | $1.41M | 231.87% |
| TA Thomas Anderton 626 Financial LLC | 672 | $253,848 | $261,596.16 | $7,748.16 | 3.05% |
Morgan Christen Spinnaker Investment Group LLC | 15,585 | $2.08M | $6.07M | $3.98M | 191.32% |
Michael Hackman HFG Advisors Inc. | 1,024 | $316,938.24 | $438,026.25 | $121,088.01 | 38.21% |
| MWM Marion Wealth Management Marion Wealth Management | 4,817 | $1.09M | $1.88M | $785,204.96 | 72.04% |
Brenda Bickle Adamsbrown Wealth Consultants LLC | 1,817 | $642,086.14 | $707,321.76 | $65,235.62 | 10.16% |
W. Travis McKinney HB Wealth Management LLC | 266,035 | $48.92M | $103.56M | $54.64M | 111.69% |
| JF Joshua Frierdich Mid-American Wealth Advisory Group Inc. | 1,033 | $390,215.75 | $402,126.24 | $11,910.49 | 3.05% |
| LF Lukas Feh LGT Group Foundation | 794,452 | $162.63M | $339.65M | $177.02M | 108.85% |
Martin Schoeffel LGT Fund Management Co. Ltd. | 274,882 | $81.38M | $117.52M | $36.14M | 44.41% |
Mark Perrault Intergy Private Wealth LLC | 4,444 | $390,795.76 | $1.73M | $1.34M | 342.68% |
| NWL Nicholas Wealth LLC Nicholas Wealth LLC | 4,989 | $1.01M | $1.94M | $935,382.59 | 92.91% |
Maria Howe Carroll Investors Inc. | 793 | $218,590.45 | $308,699.04 | $90,108.59 | 41.22% |
Taylor Fairman Eagle Rock Investment Company LLC | 107,222 | $7.78M | $41.74M | $33.96M | 436.69% |
Kenyon Lederer Pinnacle Wealth Management LLC | 3,681 | $1.39M | $1.43M | $42,441.93 | 3.05% |
Brian O'Rourke O'ROURKE & COMPANY Inc. | 2,202 | $304,252 | $865,363.96 | $561,111.96 | 184.42% |
Nathan Geraci ETF Store Inc. | 805 | $271,287.56 | $313,370.4 | $42,082.84 | 15.51% |