| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Bill McVay Red Tortoise LLC | 44 | $7,848.77 | $12,565.96 | $4,717.19 | 60.1% |
Samantha Pierangeli City State Bank | 65 | $11,566.35 | $18,697.9 | $7,131.55 | 61.66% |
W. Travis McKinney HB Wealth Management LLC | 9,250 | $2.15M | $2.68M | $525,738.36 | 24.43% |
| LF Lukas Feh LGT Group Foundation | 116,878 | $31.96M | $33.38M | $1.42M | 4.43% |
Martin Schoeffel LGT Fund Management Co. Ltd. | 11,353 | $3.16M | $3.24M | $86,084.57 | 2.73% |
Nathan Geraci ETF Store Inc. | 981 | $216,634.23 | $284,128.6 | $67,494.37 | 31.16% |
Matt Monson Sovereign's Capital Management LLC | 2,672 | $721,947.58 | $769,389.04 | $47,441.46 | 6.57% |
Jeremy Baltz Raleigh Capital Management Inc. | 8,403 | $2.33M | $2.4M | $65,042.83 | 2.79% |
Allison Tronnes Forum Financial Management LP | 4,797 | $913,442.82 | $1.37M | $456,532.41 | 49.98% |
Paul Elam Oak Harbor Wealth Partners LLC | 1,143 | $243,944.44 | $326,429.37 | $82,484.93 | 33.81% |
| LWL Leo Wealth LLC Leo Wealth LLC | 1,673 | $397,981.93 | $477,792.07 | $79,810.14 | 20.05% |
William Jollie Quent Capital LLC | 838 | $215,954.9 | $242,567.48 | $26,612.58 | 12.32% |
| RFA Resurgent Financial Advisors LLC Resurgent Financial Advisors LLC | 1,485 | $336,098.06 | $424,101.15 | $88,003.09 | 26.18% |
Missy Straw Nilsine Partners LLC | 938 | $256,946.32 | $267,883.42 | $10,937.1 | 4.26% |
Dalila Toledo Ascent Group LLC | 14,268 | $3.58M | $4.1M | $526,933.75 | 14.73% |
| EM Erin Mccann Simplicity Wealth LLC | 1,796 | $504,404.78 | $518,756.64 | $14,351.86 | 2.85% |
Robert Glass AlphaCentric Advisors LLC | 887 | $191,278.63 | $253,318.33 | $62,039.7 | 32.43% |
Michael Byun SageView Advisory Group LLC | 2,151 | $581,178.14 | $614,304.09 | $33,125.95 | 5.7% |
Daniel Hays Comprehensive Financial Consultants Institutional Inc. | 19,184 | $4.09M | $5.48M | $1.38M | 33.81% |
Taro Kuriyama Axq Capita LLP | 15,350 | $3.39M | $4.44M | $1.05M | 30.89% |