| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| TRI Trail Ridge Investment Advisors LLC Trail Ridge Investment Advisors LLC | 2,582 | $200,337.38 | $299,486.18 | $99,148.8 | 49.49% |
| TA Thomas Anderton 626 Financial LLC | 3,044 | $163,151.12 | $353,073.56 | $189,922.44 | 116.41% |
Morgan Christen Spinnaker Investment Group LLC | 5,099 | $294,173.53 | $591,433.01 | $297,259.48 | 101.05% |
Michael Hackman HFG Advisors Inc. | 1,827 | $214,599.42 | $221,852.61 | $7,253.19 | 3.38% |
Brenda Bickle Adamsbrown Wealth Consultants LLC | 1,809 | $212,485.14 | $209,825.91 | -$2,659.23 | -1.25% |
W. Travis McKinney HB Wealth Management LLC | 422,373 | $23.41M | $48.99M | $25.58M | 109.25% |
| JF Joshua Frierdich Mid-American Wealth Advisory Group Inc. | 1,736 | $86,643.76 | $201,358.64 | $114,714.88 | 132.4% |
| LF Lukas Feh LGT Group Foundation | 481,719 | $32.59M | $58.49M | $25.9M | 79.45% |
Martin Schoeffel LGT Fund Management Co. Ltd. | 123,777 | $9.6M | $15.03M | $5.43M | 56.49% |
| MC mike Chen Byrne Asset Management LLC | 20,330 | $1.27M | $2.47M | $1.2M | 93.95% |
Mark Perrault Intergy Private Wealth LLC | 4,935 | $261,734.73 | $572,410.65 | $310,675.92 | 118.7% |
| MPR Maureen P. Ruggiero Mendel Capital Management LLC | 3,621 | $216,171.93 | $419,999.79 | $203,827.86 | 94.29% |
| NWL Nicholas Wealth LLC Nicholas Wealth LLC | 3,550 | $313,802.31 | $411,764.5 | $97,962.19 | 31.22% |
Taylor Fairman Eagle Rock Investment Company LLC | 130,052 | $8.24M | $15.08M | $6.84M | 83.04% |
Nathan Geraci ETF Store Inc. | 3,338 | $234,115.28 | $387,174.62 | $153,059.34 | 65.38% |
Russell Mohberg Regatta Capital Group LLC | 6,394 | $280,715.69 | $741,640.06 | $460,924.37 | 164.2% |
Timothy Taylor TCM Advisors LLC | 13,192 | $737,072.81 | $1.53M | $793,067.27 | 107.6% |
| JRS James RG Skjong Ulland Investment Advisors LLC | 231 | $15,805.02 | $26,793.69 | $10,988.67 | 69.53% |
Courtney Lawson Autumn Glory Partners LLC | 16,545 | $948,869.29 | $1.92M | $970,185.26 | 102.25% |
Matt Monson Sovereign's Capital Management LLC | 28,628 | $1.9M | $3.32M | $1.43M | 75.19% |