| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Kathleen Thornhill Confluence Wealth Services Inc. | 13,113 | $776,580.94 | $928,203.7 | $151,622.76 | 19.52% |
| EC Emilie Camilleri Bryant Woods Investment Advisors LLC | 3,836 | $237,141.52 | $272,164.2 | $35,022.68 | 14.77% |
| SP Samantha Pierangeli City State Bank | 1,806 | $105,026.92 | $128,758.77 | $23,731.85 | 22.6% |
| WTM W. Travis McKinney HB Wealth Management LLC | 47,978 | $2.79M | $3.44M | $643,443.02 | 23.04% |
| LF Lukas Feh LGT Group Foundation | 160,296 | $9.91M | $11.35M | $1.44M | 14.5% |
Martin Schoeffel LGT Fund Management Co. Ltd. | 135,435 | $8.37M | $9.59M | $1.21M | 14.5% |
| MC mike Chen Byrne Asset Management LLC | 605 | $29,656.45 | $43,330.1 | $13,673.65 | 46.11% |
Jeremy Baltz Raleigh Capital Management Inc. | 8 | $468.72 | $572.96 | $104.24 | 22.24% |
| RS Robert Sinnaeve SS&H Financial Advisors Inc. | 8,493 | $721,650.21 | $601,177 | -$120,473.21 | -16.69% |
Allison Tronnes Forum Financial Management LP | 7,148 | $415,517.64 | $511,939.76 | $96,422.12 | 23.21% |
| PE Paul Elam Oak Harbor Wealth Partners LLC | 10,166 | $710,063.08 | $728,088.92 | $18,025.84 | 2.54% |
| LWL Leo Wealth LLC Leo Wealth LLC | 3,848 | $216,856.32 | $275,593.76 | $58,737.44 | 27.09% |
| WJ William Jollie Quent Capital LLC | 2,364 | $144,381.42 | $169,333.32 | $24,951.9 | 17.28% |
| SMP Sotirios Mike Pappas Mystic Asset Management Inc. | 7,457 | $540,178.32 | $534,070.34 | -$6,107.98 | -1.13% |
| MS Missy Straw Nilsine Partners LLC | 5,768 | $310,664.35 | $413,104.16 | $102,439.81 | 32.97% |
Dalila Toledo Ascent Group LLC | 47,714 | $3.17M | $3.42M | $246,930.6 | 7.79% |
| EM Erin Mccann Simplicity Wealth LLC | 12,228 | $753,008.66 | $875,769.36 | $122,760.7 | 16.3% |
Michael Byun SageView Advisory Group LLC | 55,254 | $3.09M | $3.96M | $872,281.25 | 28.27% |
| KB Kimberly Byrne Bill Few Associates Inc. | 75,728 | $5.07M | $5.42M | $349,677.01 | 6.89% |
Katie Christensen iSAM Funds UKK) Ltd | 15,444 | $954,748 | $1.11M | $151,660.16 | 15.88% |