| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Kathleen Thornhill Confluence Wealth Services Inc. | 18,843 | $1.17M | $1.2M | $30,343.73 | 2.6% |
Samantha Pierangeli City State Bank | 1,806 | $105,026.92 | $115,024.14 | $9,997.22 | 9.52% |
W. Travis McKinney HB Wealth Management LLC | 73,917 | $4.56M | $4.65M | $82,306.97 | 1.8% |
| LF Lukas Feh LGT Group Foundation | 181,802 | $11.38M | $11.58M | $197,189.88 | 1.73% |
Martin Schoeffel LGT Fund Management Co. Ltd. | 141,584 | $8.79M | $9.01M | $216,483.01 | 2.46% |
| MC mike Chen Byrne Asset Management LLC | 605 | $29,656.45 | $38,502.2 | $8,845.75 | 29.83% |
| GBW Granite Bay Wealth Management LLC Granite Bay Wealth Management LLC | 3,674 | $250,897.46 | $233,409.22 | -$17,488.24 | -6.97% |
Jeremy Baltz Raleigh Capital Management Inc. | 7 | $410.13 | $445.02 | $34.89 | 8.51% |
Robert Sinnaeve SS&H Financial Advisors Inc. | 8,493 | $721,650.21 | $538,626.06 | -$183,024.15 | -25.36% |
Allison Tronnes Forum Financial Management LP | 7,271 | $423,917.31 | $462,944.57 | $39,027.26 | 9.21% |
Paul Elam Oak Harbor Wealth Partners LLC | 10,133 | $707,470.6 | $645,168.11 | -$62,302.49 | -8.81% |
| LWL Leo Wealth LLC Leo Wealth LLC | 3,848 | $216,856.32 | $244,771.28 | $27,914.96 | 12.87% |
William Jollie Quent Capital LLC | 2,770 | $172,107.16 | $174,122.2 | $2,015.04 | 1.17% |
| SMP Sotirios Mike Pappas Mystic Asset Management Inc. | 7,307 | $528,394.32 | $459,318.02 | -$69,076.3 | -13.07% |
Missy Straw Nilsine Partners LLC | 5,725 | $308,348.37 | $364,424.87 | $56,076.5 | 18.19% |
Dalila Toledo Ascent Group LLC | 45,689 | $3.01M | $2.91M | -$102,283.95 | -3.4% |
| EM Erin Mccann Simplicity Wealth LLC | 12,732 | $787,426.82 | $799,824.24 | $12,397.42 | 1.57% |
Michael Byun SageView Advisory Group LLC | 30,425 | $1.85M | $1.94M | $82,672.89 | 4.46% |
| KB Kimberly Byrne Bill Few Associates Inc. | 76,751 | $5.14M | $4.78M | -$356,240.94 | -6.93% |
Kristen Williams Athena Investment Management | 3,457 | $195,389.64 | $219,242.94 | $23,853.3 | 12.21% |