| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Bill McVay Red Tortoise LLC | 830 | $28,367.01 | $42,653.7 | $14,286.69 | 50.36% |
Samantha Pierangeli City State Bank | 14,106 | $472,264.69 | $725,189.46 | $252,924.77 | 53.56% |
Evan Shorten PARAGON FINANCIAL PARTNERS Inc. | 31,246 | $1.4M | $1.62M | $223,416.49 | 16.01% |
| GC Gregory Clinton KRAEMATON INVESTMENT ADVISORS Inc. | 7,252 | $303,736.5 | $375,544.82 | $71,808.32 | 23.64% |
Christopher Pelch Vance Wealth LLC | 16,915 | $673,534.19 | $869,261.85 | $195,727.66 | 29.06% |
| TRI Trail Ridge Investment Advisors LLC Trail Ridge Investment Advisors LLC | 5,602 | $232,702.23 | $289,903.5 | $57,201.27 | 24.58% |
Brenda Bickle Adamsbrown Wealth Consultants LLC | 12,331 | $397,204.43 | $665,380.76 | $268,176.33 | 67.52% |
W. Travis McKinney HB Wealth Management LLC | 536,760 | $22.89M | $27.75M | $4.86M | 21.21% |
| LF Lukas Feh LGT Group Foundation | 1.2M | $53.05M | $64.65M | $11.6M | 21.86% |
Martin Schoeffel LGT Fund Management Co. Ltd. | 109,098 | $5.39M | $5.89M | $492,291.82 | 9.13% |
| MC mike Chen Byrne Asset Management LLC | 5,757 | $171,545.4 | $295,852.23 | $124,306.83 | 72.46% |
Mark Perrault Intergy Private Wealth LLC | 6,583 | $250,889.92 | $338,300.37 | $87,410.45 | 34.84% |
| NWL Nicholas Wealth LLC Nicholas Wealth LLC | 25,130 | $1.09M | $1.29M | $198,383.87 | 18.15% |
Brian O'Rourke O'ROURKE & COMPANY Inc. | 9,339 | $337,026.97 | $503,932.44 | $166,905.47 | 49.52% |
| GBW Granite Bay Wealth Management LLC Granite Bay Wealth Management LLC | 3,990 | $227,350.2 | $215,300.4 | -$12,049.8 | -5.3% |
Russell Mohberg Regatta Capital Group LLC | 8,647 | $298,128.3 | $466,592.12 | $168,463.82 | 56.51% |
Mike Meixler Meixler Investment Management Ltd. | 3,900 | $222,222 | $201,805.5 | -$20,416.5 | -9.19% |
Courtney Lawson Autumn Glory Partners LLC | 11,320 | $438,518.34 | $610,827.2 | $172,308.86 | 39.29% |
Jeremy Baltz Raleigh Capital Management Inc. | 8,425 | $281,818.95 | $432,960.75 | $151,141.8 | 53.63% |
Robert Sinnaeve SS&H Financial Advisors Inc. | 70,483 | $2.84M | $3.62M | $785,216.83 | 27.68% |