| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Kathleen Thornhill Confluence Wealth Services Inc. | 3,111 | $309,877.82 | $795,980.46 | $486,102.64 | 156.87% |
| JBS Joseph Blane Shea Horizon Family Wealth Inc. | 1,395 | $450,280.71 | $360,056.47 | -$90,224.24 | -20.04% |
| SP Samantha Pierangeli City State Bank | 348 | $30,059.2 | $88,010.94 | $57,951.74 | 192.79% |
| ES Evan Shorten PARAGON FINANCIAL PARTNERS Inc. | 2,977 | $247,619.11 | $768,378.58 | $520,759.47 | 210.31% |
| RS Roger Steed KRS Capital Management LLC | 1,237 | $288,730.53 | $319,275.88 | $30,545.35 | 10.58% |
| YR Yarenis Rodriguez Pursue Wealth Partners LLC | 1,577 | $384,713.14 | $407,031.58 | $22,318.44 | 5.8% |
| MWM Marion Wealth Management Marion Wealth Management | 2,454 | $565,640.84 | $633,414.21 | $67,773.37 | 11.98% |
| KKS Karl K. Segerberg Settian Capita LLP | 7,000 | $2.1M | $1.81M | -$296,055 | -14.08% |
| WTM W. Travis McKinney HB Wealth Management LLC | 11,700 | $2.35M | $2.97M | $623,830.71 | 26.57% |
| LF Lukas Feh LGT Group Foundation | 55,491 | $17.59M | $14.2M | -$3.39M | -19.29% |
Martin Schoeffel LGT Fund Management Co. Ltd. | 42,430 | $12.26M | $10.86M | -$1.4M | -11.44% |
| MC mike Chen Byrne Asset Management LLC | 25 | $6,209.25 | $6,349.75 | $140.5 | 2.26% |
Maria Howe Carroll Investors Inc. | 3,046 | $787,225.74 | $779,349.56 | -$7,876.18 | -1% |
| JRS James RG Skjong Ulland Investment Advisors LLC | 66 | $3,712.5 | $17,035.59 | $13,323.09 | 358.87% |
Courtney Lawson Autumn Glory Partners LLC | 876 | $228,085.2 | $224,133.36 | -$3,951.84 | -1.73% |
Jeremy Baltz Raleigh Capital Management Inc. | 8 | $2,456.06 | $2,031.92 | -$424.14 | -17.27% |
Allison Tronnes Forum Financial Management LP | 2,130 | $511,440.81 | $540,998.7 | $29,557.89 | 5.78% |
| PE Paul Elam Oak Harbor Wealth Partners LLC | 1,816 | $570,718.53 | $461,245.84 | -$109,472.69 | -19.18% |
| WJ William Jollie Quent Capital LLC | 2,112 | $255,860.49 | $532,730.88 | $276,870.39 | 108.21% |
| GE Genemarie Eguilior Bulltick Wealth Management LLC | 1,493 | $470,732.37 | $381,998.98 | -$88,733.39 | -18.85% |