| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Samantha Pierangeli City State Bank | 2,630 | $313,124 | $316,862.4 | $3,738.4 | 1.19% |
Christopher Pelch Vance Wealth LLC | 2,916 | $329,772.38 | $351,319.68 | $21,547.3 | 6.53% |
Morgan Christen Spinnaker Investment Group LLC | 1,983 | $253,708.52 | $238,911.84 | -$14,796.68 | -5.83% |
| MWM Marion Wealth Management Marion Wealth Management | 17,374 | $1.7M | $2.09M | $388,844.61 | 22.81% |
Brenda Bickle Adamsbrown Wealth Consultants LLC | 2,065 | $267,813.2 | $248,791.2 | -$19,022 | -7.1% |
W. Travis McKinney HB Wealth Management LLC | 59,939 | $6.29M | $7.22M | $926,900.43 | 14.73% |
| LF Lukas Feh LGT Group Foundation | 214,385 | $22.27M | $25.21M | $2.94M | 13.21% |
Martin Schoeffel LGT Fund Management Co. Ltd. | 81,261 | $9.13M | $9.56M | $427,971.87 | 4.69% |
| MC mike Chen Byrne Asset Management LLC | 9,599 | $753,142.43 | $1.1M | $351,126.54 | 46.62% |
Taylor Fairman Eagle Rock Investment Company LLC | 19,141 | $1.38M | $2.31M | $924,069.5 | 66.86% |
Russell Mohberg Regatta Capital Group LLC | 3,298 | $342,964.49 | $397,343.04 | $54,378.55 | 15.86% |
Jeremy Baltz Raleigh Capital Management Inc. | 5,594 | $489,072.36 | $673,965.12 | $184,892.76 | 37.8% |
Robert Sinnaeve SS&H Financial Advisors Inc. | 10,913 | $1.09M | $1.31M | $227,197.6 | 20.89% |
Michelle McCarthy Vantage Financial Partners LLC | 3,348 | $349,806.89 | $403,367.04 | $53,560.15 | 15.31% |
Allison Tronnes Forum Financial Management LP | 5,878 | $573,940.19 | $708,181.44 | $134,241.25 | 23.39% |
| DC Debora Caley Richwood Investment Advisors LLC | 3,581 | $376,076.61 | $431,438.88 | $55,362.27 | 14.72% |
Paul Elam Oak Harbor Wealth Partners LLC | 3,838 | $367,640.95 | $448,124.88 | $80,483.93 | 21.89% |
| EHD Edward Henrique de SA Milestones Administradora de Recursos Ltda. | 18,760 | $1.95M | $2.26M | $309,914.8 | 15.89% |
| LWL Leo Wealth LLC Leo Wealth LLC | 4,459 | $424,148.81 | $537,220.32 | $113,071.51 | 26.66% |
William Jollie Quent Capital LLC | 4,279 | $444,130.24 | $503,253.19 | $59,122.95 | 13.31% |