| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Michelle Johnston 1620 INVESTMENT ADVISORS Inc. | 396 | $59,931.72 | $77,580.36 | $17,648.64 | 29.45% |
Kimberly Foster Laraway Financial Advisors Inc. | 2,146 | $247,948.07 | $420,422.86 | $172,474.79 | 69.56% |
Adam K. Wright Kathleen S. Wright Associates Inc. | 1,250 | $143,737.5 | $244,887.5 | $101,150 | 70.37% |
| MAL McBroom & Associates LLC McBroom & Associates LLC | 37,023 | $4.84M | $7.25M | $2.41M | 49.85% |
Ana-Maria Ignat Covestor Ltd | 34 | $7,069.15 | $7,100.56 | $31.41 | 0.44% |
Kathleen Thornhill Confluence Wealth Services Inc. | 10,832 | $1.32M | $2.12M | $798,675.88 | 60.35% |
Bill McVay Red Tortoise LLC | 15 | $3,333.3 | $2,938.65 | -$394.65 | -11.84% |
Samantha Pierangeli City State Bank | 25 | $3,007.25 | $4,897.75 | $1,890.5 | 62.86% |
| MWM Marion Wealth Management Marion Wealth Management | 4,178 | $952,449.67 | $818,511.98 | -$133,937.69 | -14.06% |
W. Travis McKinney HB Wealth Management LLC | 1,654 | $361,538.68 | $324,035.14 | -$37,503.54 | -10.37% |
| LF Lukas Feh LGT Group Foundation | 16,890 | $3.38M | $3.53M | $143,947.48 | 4.25% |
Martin Schoeffel LGT Fund Management Co. Ltd. | 15,186 | $3.12M | $3.17M | $51,750.74 | 1.66% |
| MC mike Chen Byrne Asset Management LLC | 822 | $136,844.05 | $164,663.05 | $27,819 | 20.33% |
| NWL Nicholas Wealth LLC Nicholas Wealth LLC | 5,817 | $1.15M | $1.14M | -$13,101.54 | -1.14% |
William Jollie Quent Capital LLC | 5,624 | $1.11M | $1.17M | $61,132.88 | 5.49% |
Missy Straw Nilsine Partners LLC | 8,490 | $1.67M | $1.66M | -$6,165.19 | -0.37% |
| FFG Fiduciary Financial Group LLC Fiduciary Financial Group LLC | 1,803 | $408,938 | $353,225.73 | -$55,712.27 | -13.62% |
Mark Ledingham KEYSTONE INVESTORS PTE Ltd. | 26,329 | $5.97M | $5.32M | -$654,012.36 | -10.95% |
Amanda Hawley Atria Wealth Solutions Inc. | 2,038 | $298,038.91 | $399,264.58 | $101,225.67 | 33.96% |
CJ Harrison DecisionPoint Financial LLC | 2 | $460 | $399.78 | -$60.22 | -13.09% |