| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jay Richards Investment Advisory Group LLC | 2,034 | $210,417.3 | $178,076.7 | -$32,340.6 | -15.37% |
| CB Catherine Bluvol Next Level Private LLC | 2,645 | $273,625.25 | $231,569.75 | -$42,055.5 | -15.37% |
Andrew Burkey Joseph Group Capital Management | 252 | $22,972.08 | $22,778.28 | -$193.8 | -0.84% |
Sean Reitenbach Prosperity Consulting Group LLC | 4,382 | $453,317.9 | $396,088.98 | -$57,228.92 | -12.62% |
Kathleen Thornhill Confluence Wealth Services Inc. | 15,708 | $1.31M | $1.42M | $107,826.08 | 8.22% |
Bill McVay Red Tortoise LLC | 236 | $15,652.81 | $21,332.04 | $5,679.23 | 36.28% |
Gery Sadzewicz Forum Private Client Group LLC | 4,133 | $320,814.37 | $380,504.64 | $59,690.27 | 18.61% |
Samantha Pierangeli City State Bank | 1,643 | $150,756.2 | $150,186.63 | -$569.57 | -0.38% |
| BFA Blackston Financial Advisory Group LLC Blackston Financial Advisory Group LLC | 2,867 | $194,239.25 | $264,108.04 | $69,868.79 | 35.97% |
| MWM Marion Wealth Management Marion Wealth Management | 2,045 | $211,555.25 | $184,847.55 | -$26,707.7 | -12.62% |
W. Travis McKinney HB Wealth Management LLC | 47,828 | $3.74M | $4.43M | $683,486.45 | 18.25% |
| LF Lukas Feh LGT Group Foundation | 3,883 | $244,163.04 | $339,956.65 | $95,793.61 | 39.23% |
Martin Schoeffel LGT Fund Management Co. Ltd. | 50,850 | $3.65M | $4.45M | $799,870.5 | 21.9% |
| MC mike Chen Byrne Asset Management LLC | 9,375 | $860,202.1 | $847,406.25 | -$12,795.85 | -1.49% |
Russell Mohberg Regatta Capital Group LLC | 2,460 | $254,487 | $215,373 | -$39,114 | -15.37% |
| JRS James RG Skjong Ulland Investment Advisors LLC | 11 | $649.66 | $963.05 | $313.39 | 48.24% |
Jeremy Baltz Raleigh Capital Management Inc. | 67 | $4,811.94 | $6,056.13 | $1,244.19 | 25.86% |
Allison Tronnes Forum Financial Management LP | 2,074 | $214,555.3 | $187,468.86 | -$27,086.44 | -12.62% |
| DC Debora Caley Richwood Investment Advisors LLC | 3,408 | $270,458.88 | $313,944.96 | $43,486.08 | 16.08% |
| LWL Leo Wealth LLC Leo Wealth LLC | 8,813 | $694,558.87 | $796,607.07 | $102,048.2 | 14.69% |