| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Sean Reitenbach Prosperity Consulting Group LLC | 49,977 | $3.48M | $7.26M | $3.78M | 108.42% |
Kathleen Thornhill Confluence Wealth Services Inc. | 16,127 | $1.22M | $2.34M | $1.12M | 91.22% |
Bill McVay Red Tortoise LLC | 167 | $7,587.49 | $24,265.1 | $16,677.61 | 219.8% |
Samantha Pierangeli City State Bank | 1,963 | $91,205.92 | $289,817.32 | $198,611.4 | 217.76% |
Suzanne Hammer 5th Street Advisors LLC | 2,000 | $232,180 | $295,380 | $63,200 | 27.22% |
Morgan Christen Spinnaker Investment Group LLC | 1,684 | $241,233 | $243,944.24 | $2,711.24 | 1.12% |
W. Travis McKinney HB Wealth Management LLC | 43,139 | $3.48M | $6.27M | $2.79M | 80.1% |
| LF Lukas Feh LGT Group Foundation | 4,545 | $416,442.05 | $657,025.2 | $240,583.15 | 57.77% |
Martin Schoeffel LGT Fund Management Co. Ltd. | 5,100 | $346,423.65 | $740,418.51 | $393,994.86 | 113.73% |
| GBW Granite Bay Wealth Management LLC Granite Bay Wealth Management LLC | 3,279 | $469,716.75 | $475,225.47 | $5,508.72 | 1.17% |
Russell Mohberg Regatta Capital Group LLC | 2,880 | $166,731.82 | $418,377.6 | $251,645.78 | 150.93% |
Jeremy Baltz Raleigh Capital Management Inc. | 7,287 | $350,817.09 | $1.06M | $705,870.74 | 201.21% |
Allison Tronnes Forum Financial Management LP | 9,237 | $819,644.43 | $1.36M | $538,656.42 | 65.72% |
William Jollie Quent Capital LLC | 4,783 | $307,967.55 | $705,827.36 | $397,859.81 | 129.19% |
| SMP Sotirios Mike Pappas Mystic Asset Management Inc. | 3,403 | $261,452.49 | $501,500.11 | $240,047.62 | 91.81% |
Missy Straw Nilsine Partners LLC | 26,748 | $2.42M | $3.88M | $1.45M | 60.04% |
Dalila Toledo Ascent Group LLC | 21,818 | $2.19M | $3.18M | $988,284.6 | 45.18% |
| EM Erin Mccann Simplicity Wealth LLC | 8,778 | $910,059.52 | $1.28M | $365,120.54 | 40.12% |
Robert Glass AlphaCentric Advisors LLC | 2,382 | $218,596.91 | $345,127.98 | $126,531.07 | 57.88% |
Patrick O'Connell Security Financial Services Inc. | 1,479 | $211,866.75 | $214,695.63 | $2,828.88 | 1.34% |