| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Penny A. Phillips Journey Strategic Wealth LLC | 4,438 | $501,601.94 | $697,919.88 | $196,317.94 | 39.14% |
Russell Kartub Insight Inv LLC | 2,205 | $255,978.45 | $350,396.55 | $94,418.1 | 36.89% |
Caroline Jankowski Operose Advisors LLC | 442 | $52,434.46 | $69,508.92 | $17,074.46 | 32.56% |
Ana-Maria Ignat Covestor Ltd | 288 | $21,638.93 | $45,195.84 | $23,556.91 | 108.86% |
| CC Cheung Chan Chemistry Wealth Management LLC | 2,762 | $212,887.34 | $434,752.61 | $221,865.27 | 104.22% |
Daniel Flack Intrinsic Value Partners LLC | 24,074 | $1.4M | $3.79M | $2.39M | 171.01% |
| CB Catherine Bluvol Next Level Private LLC | 4,869 | $267,473.38 | $766,404.94 | $498,931.56 | 186.54% |
Andrew Burkey Joseph Group Capital Management | 212 | $24,918.42 | $33,369.86 | $8,451.44 | 33.92% |
Sean Reitenbach Prosperity Consulting Group LLC | 48,224 | $3.23M | $7.59M | $4.36M | 134.76% |
Kathleen Thornhill Confluence Wealth Services Inc. | 15,066 | $1.07M | $2.39M | $1.32M | 123.49% |
Bill McVay Red Tortoise LLC | 167 | $7,587.49 | $26,207.31 | $18,619.82 | 245.4% |
Samantha Pierangeli City State Bank | 2,099 | $97,396.64 | $330,393.09 | $232,996.45 | 239.22% |
Suzanne Hammer 5th Street Advisors LLC | 2,000 | $232,180 | $314,810 | $82,630 | 35.59% |
Morgan Christen Spinnaker Investment Group LLC | 1,741 | $249,398.25 | $274,042.1 | $24,643.85 | 9.88% |
W. Travis McKinney HB Wealth Management LLC | 42,129 | $3.33M | $6.61M | $3.28M | 98.24% |
| LF Lukas Feh LGT Group Foundation | 3,956 | $332,067.8 | $620,459.04 | $288,391.24 | 86.85% |
Martin Schoeffel LGT Fund Management Co. Ltd. | 7,793 | $507,707.42 | $1.22M | $714,546.7 | 140.74% |
Russell Mohberg Regatta Capital Group LLC | 3,082 | $178,371.06 | $483,380.88 | $305,009.82 | 171% |
Jeremy Baltz Raleigh Capital Management Inc. | 7,927 | $382,580.29 | $1.24M | $861,403.74 | 225.16% |
Allison Tronnes Forum Financial Management LP | 9,368 | $830,631.4 | $1.5M | $671,808.44 | 80.88% |