| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Ana-Maria Ignat Covestor Ltd | 249 | $52,285.66 | $68,475 | $16,189.34 | 30.96% |
Kathryn Brown Morton Brown Family Wealth LLC | 4 | $993.48 | $1,085.66 | $92.18 | 9.28% |
Stefan Demuth Ameliora Wealth Management Ltd. | 1,842 | $485,821.54 | $505,297.44 | $19,475.9 | 4.01% |
| CC Cheung Chan Chemistry Wealth Management LLC | 819 | $264,370.95 | $222,939.99 | -$41,430.96 | -15.67% |
Andrew Burkey Joseph Group Capital Management | 52 | $16,488.66 | $14,118.52 | -$2,370.14 | -14.37% |
Sean Reitenbach Prosperity Consulting Group LLC | 3,868 | $759,571.59 | $1.05M | $292,389.03 | 38.49% |
Kathleen Thornhill Confluence Wealth Services Inc. | 4,301 | $605,438.12 | $1.16M | $556,392.73 | 91.9% |
| JBS Joseph Blane Shea Horizon Family Wealth Inc. | 1,492 | $474,372.6 | $408,091.84 | -$66,280.76 | -13.97% |
Samantha Pierangeli City State Bank | 348 | $30,059.2 | $94,342.8 | $64,283.6 | 213.86% |
Evan Shorten PARAGON FINANCIAL PARTNERS Inc. | 2,977 | $247,619.11 | $818,140.33 | $570,521.22 | 230.4% |
Roger Steed KRS Capital Management LLC | 1,393 | $327,476.25 | $382,517.8 | $55,041.55 | 16.81% |
| TA Thomas Anderton 626 Financial LLC | 1,076 | $267,246.12 | $295,469.6 | $28,223.48 | 10.56% |
| YR Yarenis Rodriguez Pursue Wealth Partners LLC | 1,577 | $384,713.14 | $431,514.51 | $46,801.37 | 12.17% |
| MWM Marion Wealth Management Marion Wealth Management | 2,618 | $606,373.52 | $721,651.7 | $115,278.18 | 19.01% |
| KKS Karl K. Segerberg Settian Capita LLP | 7,000 | $2.1M | $1.9M | -$205,090 | -9.75% |
W. Travis McKinney HB Wealth Management LLC | 12,265 | $2.49M | $3.37M | $884,693.66 | 35.56% |
| LF Lukas Feh LGT Group Foundation | 59,113 | $18.49M | $16.17M | -$2.32M | -12.53% |
Martin Schoeffel LGT Fund Management Co. Ltd. | 42,292 | $12.23M | $11.61M | -$625,370.46 | -5.11% |
| MC mike Chen Byrne Asset Management LLC | 100 | $25,260.75 | $27,196.5 | $1,935.75 | 7.66% |
Maria Howe Carroll Investors Inc. | 3,046 | $787,225.74 | $825,252.78 | $38,027.04 | 4.83% |