| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
W. Travis McKinney HB Wealth Management LLC | 45,887 | $11.24M | $16.19M | $4.95M | 44.08% |
| LF Lukas Feh LGT Group Foundation | 177,054 | $50.95M | $61.29M | $10.34M | 20.29% |
Martin Schoeffel LGT Fund Management Co. Ltd. | 38,087 | $11.67M | $13.18M | $1.51M | 12.95% |
Mark Perrault Intergy Private Wealth LLC | 760 | $240,473.88 | $266,114 | $25,640.12 | 10.66% |
| NWL Nicholas Wealth LLC Nicholas Wealth LLC | 759 | $214,217.82 | $265,763.85 | $51,546.03 | 24.06% |
Taylor Fairman Eagle Rock Investment Company LLC | 55,576 | $11.01M | $19.46M | $8.45M | 76.72% |
| JRS James RG Skjong Ulland Investment Advisors LLC | 35 | $6,765.85 | $12,115.6 | $5,349.75 | 79.07% |
Gregory Wood Concorde Financial Corp. | 17,772 | $4.03M | $6.34M | $2.31M | 57.38% |
Allison Tronnes Forum Financial Management LP | 2,105 | $591,230.6 | $737,065.73 | $145,835.13 | 24.67% |
William Jollie Quent Capital LLC | 1,724 | $451,000.76 | $608,209.96 | $157,209.2 | 34.86% |
| RFA Resurgent Financial Advisors LLC Resurgent Financial Advisors LLC | 3,220 | $782,187.19 | $1.13M | $345,295.78 | 44.14% |
Timothy R. Guthrie Bullseye Investment Management LLC | 10 | $3,121.2 | $3,501.5 | $380.3 | 12.18% |
Marc H. Stone Tyler-Stone Wealth Management | 3,662 | $1.01M | $1.28M | $276,146.76 | 27.45% |
Missy Straw Nilsine Partners LLC | 1,606 | $480,034.39 | $562,340.88 | $82,306.49 | 17.15% |
Dalila Toledo Ascent Group LLC | 8,086 | $2.39M | $2.88M | $491,387.87 | 20.6% |
| EM Erin Mccann Simplicity Wealth LLC | 1,456 | $467,774.69 | $515,380.32 | $47,605.63 | 10.18% |
| REF Robert E. Frey Jr. Lakeside Advisors Inc. | 3,768 | $761,388.48 | $1.33M | $571,277.76 | 75.03% |
Joseph J. Costigan apricus wealth LLC | 11,284 | $2.35M | $3.95M | $1.6M | 67.79% |
Jason DeBerry BancFirst Trust & Investment Management | 803 | $273,614.21 | $284,005.04 | $10,390.83 | 3.8% |
Michael Hartman NORTHEAST PLANNING ASSOCIATES Inc. / NH / | 889 | $245,631 | $314,421.52 | $68,790.52 | 28.01% |