| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| MWM Marion Wealth Management Marion Wealth Management | 2,841 | $2.89M | $3.1M | $204,643.36 | 7.07% |
W. Travis McKinney HB Wealth Management LLC | 8,726 | $9.02M | $9.51M | $489,898.42 | 5.43% |
| LF Lukas Feh LGT Group Foundation | 66,422 | $68.56M | $75.48M | $6.92M | 10.09% |
Martin Schoeffel LGT Fund Management Co. Ltd. | 17,042 | $17.46M | $19.37M | $1.9M | 10.89% |
| MC mike Chen Byrne Asset Management LLC | 1,531 | $1.13M | $1.73M | $601,088.43 | 53.16% |
| MPR Maureen P. Ruggiero Mendel Capital Management LLC | 995 | $1.02M | $1.08M | $65,180.56 | 6.39% |
Brian O'Rourke O'ROURKE & COMPANY Inc. | 487 | $497,105.56 | $571,606.5 | $74,500.94 | 14.99% |
Russell Mohberg Regatta Capital Group LLC | 208 | $200,035.68 | $241,469.29 | $41,433.61 | 20.71% |
Jeremy Baltz Raleigh Capital Management Inc. | 625 | $640,693.75 | $681,493.76 | $40,800.01 | 6.37% |
Michelle McCarthy Vantage Financial Partners LLC | 204 | $208,674.8 | $222,439.56 | $13,764.76 | 6.6% |
Allison Tronnes Forum Financial Management LP | 216 | $250,701.84 | $235,524.24 | -$15,177.6 | -6.05% |
Paul Elam Oak Harbor Wealth Partners LLC | 247 | $273,634.56 | $278,327.01 | $4,692.45 | 1.71% |
| LWL Leo Wealth LLC Leo Wealth LLC | 7,444 | $7.63M | $8.12M | $486,340.94 | 6.37% |
William Jollie Quent Capital LLC | 690 | $708,843.02 | $784,109.11 | $75,266.09 | 10.62% |
| GE Genemarie Eguilior Bulltick Wealth Management LLC | 518 | $498,088 | $564,822.03 | $66,734.03 | 13.4% |
Missy Straw Nilsine Partners LLC | 3,100 | $3.16M | $3.38M | $223,359.04 | 7.08% |
Dalila Toledo Ascent Group LLC | 1,336 | $1.37M | $1.46M | $85,404.89 | 6.23% |
| EM Erin Mccann Simplicity Wealth LLC | 944 | $989,985.47 | $1.06M | $73,742.05 | 7.45% |
Michael Byun SageView Advisory Group LLC | 1,422 | $1.46M | $1.62M | $153,112.57 | 10.47% |
Taro Kuriyama Axq Capita LLP | 6,924 | $6.91M | $7.8M | $889,734.79 | 12.87% |