| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Penny A. Phillips Journey Strategic Wealth LLC | 9,844 | $706,948.78 | $1.03M | $321,060.14 | 45.41% |
Russell Kartub Insight Inv LLC | 8,115 | $821,880.9 | $847,449.45 | $25,568.55 | 3.11% |
Tyler Glazier New Millennium Group LLC | 2,037 | $158,412.83 | $212,723.91 | $54,311.08 | 34.28% |
Ana-Maria Ignat Covestor Ltd | 447 | $34,569.41 | $42,777.9 | $8,208.49 | 23.74% |
Stefan Demuth Ameliora Wealth Management Ltd. | 1,440 | $108,561.6 | $150,379.2 | $41,817.6 | 38.52% |
Jay Richards Investment Advisory Group LLC | 2,034 | $210,417.3 | $214,322.58 | $3,905.28 | 1.86% |
| CB Catherine Bluvol Next Level Private LLC | 2,645 | $273,625.25 | $276,217.35 | $2,592.1 | 0.95% |
Andrew Burkey Joseph Group Capital Management | 252 | $22,972.08 | $26,553.24 | $3,581.16 | 15.59% |
Kathleen Thornhill Confluence Wealth Services Inc. | 15,708 | $1.31M | $1.64M | $328,366.4 | 25.03% |
Bill McVay Red Tortoise LLC | 236 | $15,652.81 | $24,645.48 | $8,992.67 | 57.45% |
Gery Sadzewicz Forum Private Client Group LLC | 4,212 | $327,052.21 | $439,859.16 | $112,806.95 | 34.49% |
Samantha Pierangeli City State Bank | 1,643 | $150,756.2 | $171,578.49 | $20,822.29 | 13.81% |
| BFA Blackston Financial Advisory Group LLC Blackston Financial Advisory Group LLC | 2,871 | $194,510.25 | $299,818.53 | $105,308.28 | 54.14% |
| MWM Marion Wealth Management Marion Wealth Management | 2,045 | $211,555.25 | $213,559.35 | $2,004.1 | 0.95% |
W. Travis McKinney HB Wealth Management LLC | 44,680 | $3.42M | $4.67M | $1.25M | 36.48% |
| LF Lukas Feh LGT Group Foundation | 3,883 | $244,163.04 | $371,525.44 | $127,362.4 | 52.16% |
Martin Schoeffel LGT Fund Management Co. Ltd. | 50,850 | $3.65M | $4.87M | $1.21M | 33.22% |
| MC mike Chen Byrne Asset Management LLC | 9,350 | $858,059.85 | $985,209.5 | $127,149.65 | 14.82% |
| JRS James RG Skjong Ulland Investment Advisors LLC | 11 | $649.66 | $1,148.73 | $499.07 | 76.82% |
Jeremy Baltz Raleigh Capital Management Inc. | 67 | $4,811.94 | $6,996.81 | $2,184.87 | 45.41% |