| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Andrew Burkey Joseph Group Capital Management | 1,446 | $125,433.87 | $164,323.44 | $38,889.57 | 31% |
Sean Reitenbach Prosperity Consulting Group LLC | 66,422 | $3.92M | $7.55M | $3.63M | 92.79% |
Kathleen Thornhill Confluence Wealth Services Inc. | 110,524 | $7.63M | $12.56M | $4.93M | 64.59% |
James Langer Redmont Wealth Advisors LLC | 314 | $20,933.95 | $35,682.96 | $14,749.01 | 70.45% |
Bill McVay Red Tortoise LLC | 784 | $37,588.11 | $89,093.76 | $51,505.65 | 137.03% |
Samantha Pierangeli City State Bank | 4,153 | $204,059.57 | $451,597.22 | $247,537.65 | 121.31% |
Evan Shorten PARAGON FINANCIAL PARTNERS Inc. | 10,871 | $686,572.86 | $1.19M | $500,920.82 | 72.96% |
Christopher Pelch Vance Wealth LLC | 2,544 | $298,818.24 | $289,100.16 | -$9,718.08 | -3.25% |
Roger Steed KRS Capital Management LLC | 13,303 | $794,717.75 | $1.51M | $717,035.17 | 90.23% |
John Swift Benchmark Investment Advisors LLC | 2,521 | $296,116.66 | $275,557.9 | -$20,558.76 | -6.94% |
| BFA Blackston Financial Advisory Group LLC Blackston Financial Advisory Group LLC | 3,097 | $194,716.88 | $340,081.57 | $145,364.69 | 74.65% |
| TRI Trail Ridge Investment Advisors LLC Trail Ridge Investment Advisors LLC | 2,582 | $200,337.38 | $282,006.04 | $81,668.66 | 40.77% |
| TA Thomas Anderton 626 Financial LLC | 3,044 | $163,151.12 | $345,920.16 | $182,769.04 | 112.02% |
Morgan Christen Spinnaker Investment Group LLC | 5,212 | $306,335.72 | $599,744.84 | $293,409.12 | 95.78% |
Michael Hackman HFG Advisors Inc. | 1,827 | $214,599.42 | $200,695.95 | -$13,903.47 | -6.48% |
Brenda Bickle Adamsbrown Wealth Consultants LLC | 1,809 | $212,485.14 | $208,161.63 | -$4,323.51 | -2.03% |
W. Travis McKinney HB Wealth Management LLC | 414,289 | $22.96M | $45.51M | $22.55M | 98.2% |
| JF Joshua Frierdich Mid-American Wealth Advisory Group Inc. | 1,736 | $86,643.76 | $189,137.2 | $102,493.44 | 118.29% |
| LF Lukas Feh LGT Group Foundation | 481,719 | $32.59M | $55.43M | $22.84M | 70.06% |
Martin Schoeffel LGT Fund Management Co. Ltd. | 123,777 | $9.6M | $14.24M | $4.64M | 48.31% |