| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Sean Reitenbach Prosperity Consulting Group LLC | 6,486 | $70,627.3 | $100,533 | $29,905.7 | 42.34% |
Kathleen Thornhill Confluence Wealth Services Inc. | 11,086 | $127,186.7 | $171,833 | $44,646.3 | 35.1% |
James Langer Redmont Wealth Advisors LLC | 63 | $614.25 | $976.5 | $362.25 | 58.97% |
Samantha Pierangeli City State Bank | 10,857 | $117,778.56 | $168,283.5 | $50,504.94 | 42.88% |
Roger Steed KRS Capital Management LLC | 5,782 | $62,380.3 | $89,621 | $27,240.7 | 43.67% |
Suzanne Hammer 5th Street Advisors LLC | 3,700 | $57,350 | $57,350 | - | - |
W. Travis McKinney HB Wealth Management LLC | 29,571 | $353,596.51 | $458,350.5 | $104,753.99 | 29.63% |
| LF Lukas Feh LGT Group Foundation | 729,551 | $10.14M | $11.31M | $1.17M | 11.5% |
Martin Schoeffel LGT Fund Management Co. Ltd. | 221,581 | $3.43M | $3.43M | - | - |
| MC mike Chen Byrne Asset Management LLC | 1,100 | $16,027.44 | $17,050 | $1,022.56 | 6.38% |
Russell Mohberg Regatta Capital Group LLC | 4,249 | $51,349.81 | $65,859.5 | $14,509.69 | 28.26% |
| JRS James RG Skjong Ulland Investment Advisors LLC | 295 | $4,298.27 | $4,572.5 | $274.23 | 6.38% |
Mike Meixler Meixler Investment Management Ltd. | 27,098 | $277,134.8 | $420,019 | $142,884.2 | 51.56% |
Courtney Lawson Autumn Glory Partners LLC | 17,230 | $221,927.75 | $267,065 | $45,137.25 | 20.34% |
Jeremy Baltz Raleigh Capital Management Inc. | 54,988 | $729,015.14 | $852,314 | $123,298.86 | 16.91% |
Allison Tronnes Forum Financial Management LP | 4,496 | $69,688 | $69,688 | - | - |
| LWL Leo Wealth LLC Leo Wealth LLC | 12,735 | $197,392.5 | $197,392.5 | - | - |
Richard A. Flora Key Client Fiduciary Advisors LLC | 15,724 | $166,903.45 | $243,722 | $76,818.55 | 46.03% |
Dalila Toledo Ascent Group LLC | 9,489 | $99,820.25 | $147,079.5 | $47,259.25 | 47.34% |
| EM Erin Mccann Simplicity Wealth LLC | 4,072 | $63,116 | $63,116 | - | - |