| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Cole Bruner Buska Wealth Management LLC | 656 | $247,918.61 | $221,741.12 | -$26,177.49 | -10.56% |
Emilie Camilleri Bryant Woods Investment Advisors LLC | 1,348 | $253,929.69 | $456,001.44 | $202,071.75 | 79.58% |
| JBS Joseph Blane Shea Horizon Family Wealth Inc. | 2,789 | $360,632.84 | $949,124.59 | $588,491.75 | 163.18% |
Samantha Pierangeli City State Bank | 2,158 | $391,625.38 | $714,298 | $322,672.62 | 82.39% |
Christopher Pelch Vance Wealth LLC | 1,805 | $552,297.19 | $610,405.87 | $58,108.68 | 10.52% |
| JG Jeffrey Gomez G2 Capital Management LLC / Oh | 1,097 | $362,387.9 | $372,716.72 | $10,328.82 | 2.85% |
Roger Steed KRS Capital Management LLC | 16,230 | $1.57M | $5.34M | $3.77M | 240.78% |
Brett Lee Planning Center Inc. | 691 | $227,954.45 | $233,751.48 | $5,797.03 | 2.54% |
John Swift Benchmark Investment Advisors LLC | 24,263 | $4.87M | $8.24M | $3.37M | 69.2% |
| TRI Trail Ridge Investment Advisors LLC Trail Ridge Investment Advisors LLC | 4,309 | $574,263.14 | $1.42M | $842,320.61 | 146.68% |
| TA Thomas Anderton 626 Financial LLC | 672 | $253,848 | $226,813.44 | -$27,034.56 | -10.65% |
Morgan Christen Spinnaker Investment Group LLC | 15,884 | $2.19M | $5.31M | $3.13M | 142.9% |
Michael Hackman HFG Advisors Inc. | 1,024 | $316,938.24 | $352,522.24 | $35,584 | 11.23% |
| MWM Marion Wealth Management Marion Wealth Management | 4,817 | $1.09M | $1.63M | $535,636.19 | 49.14% |
Brenda Bickle Adamsbrown Wealth Consultants LLC | 1,817 | $642,086.14 | $615,799.47 | -$26,286.67 | -4.09% |
W. Travis McKinney HB Wealth Management LLC | 270,850 | $50.74M | $93.26M | $42.52M | 83.8% |
| JF Joshua Frierdich Mid-American Wealth Advisory Group Inc. | 1,033 | $390,215.75 | $350,662.18 | -$39,553.57 | -10.14% |
| LF Lukas Feh LGT Group Foundation | 794,452 | $162.63M | $265.13M | $102.5M | 63.03% |
Martin Schoeffel LGT Fund Management Co. Ltd. | 274,882 | $81.38M | $92.23M | $10.86M | 13.34% |
Mark Perrault Intergy Private Wealth LLC | 4,404 | $388,559.36 | $1.45M | $1.06M | 272.61% |