| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Kathryn Brown Morton Brown Family Wealth LLC | 4 | $1,501.28 | $1,280.64 | -$220.64 | -14.7% |
Andrew Burkey Joseph Group Capital Management | 99 | $30,228.43 | $31,707.65 | $1,479.22 | 4.89% |
Sean Reitenbach Prosperity Consulting Group LLC | 1,038 | $389,582.17 | $330,166.74 | -$59,415.43 | -15.25% |
Kathleen Thornhill Confluence Wealth Services Inc. | 557 | $209,053.25 | $177,187.27 | -$31,865.98 | -15.24% |
James Langer Redmont Wealth Advisors LLC | 27 | $8,320.05 | $8,651.2 | $331.15 | 3.98% |
Bill McVay Red Tortoise LLC | 36 | $5,783.04 | $11,445.48 | $5,662.44 | 97.91% |
Roger Steed KRS Capital Management LLC | 2,551 | $664,762.96 | $830,886.21 | $166,123.25 | 24.99% |
John Swift Benchmark Investment Advisors LLC | 1,076 | $320,174.46 | $347,176.56 | $27,002.1 | 8.43% |
| KKS Karl K. Segerberg Settian Capita LLP | 46,300 | $13.07M | $14.75M | $1.68M | 12.88% |
W. Travis McKinney HB Wealth Management LLC | 14,182 | $3.71M | $4.6M | $894,370.62 | 24.13% |
| LF Lukas Feh LGT Group Foundation | 8,473 | $2.35M | $2.72M | $363,610.5 | 15.46% |
Martin Schoeffel LGT Fund Management Co. Ltd. | 13,553 | $4.15M | $4.32M | $172,003.53 | 4.14% |
Russell Mohberg Regatta Capital Group LLC | 1,472 | $274,340.46 | $468,199.04 | $193,858.58 | 70.66% |
Jeremy Baltz Raleigh Capital Management Inc. | 179 | $54,002.79 | $56,941.69 | $2,938.9 | 5.44% |
William Jollie Quent Capital LLC | 2,336 | $485,702.94 | $757,751.68 | $272,048.74 | 56.01% |
Missy Straw Nilsine Partners LLC | 9,186 | $3.45M | $2.94M | -$510,420.57 | -14.8% |
Dalila Toledo Ascent Group LLC | 2,009 | $600,022.45 | $639,464.7 | $39,442.25 | 6.57% |
| EM Erin Mccann Simplicity Wealth LLC | 1,491 | $504,290.58 | $481,138.24 | -$23,152.34 | -4.59% |
| YH Yanjuan Huang Vienna Asset Management LLC | 10,317 | $2.96M | $3.33M | $373,658.62 | 12.64% |
Ed West Values First Advisors Inc. | 6 | $1,667.22 | $1,908.42 | $241.2 | 14.47% |