| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| LF Lukas Feh LGT Group Foundation | 8,956 | $363,242.03 | $410,274.36 | $47,032.33 | 12.95% |
| MC mike Chen Byrne Asset Management LLC | 500 | $19,925.8 | $23,330 | $3,404.2 | 17.08% |
| JRS James RG Skjong Ulland Investment Advisors LLC | 200 | $8,238 | $9,326 | $1,088 | 13.21% |
| AT Allison Tronnes Forum Financial Management LP | 7,388 | $341,788.73 | $344,502.44 | $2,713.71 | 0.79% |
| LWL Leo Wealth LLC Leo Wealth LLC | 38,416 | $1.69M | $1.77M | $81,718.14 | 4.85% |
| WJ William Jollie Quent Capital LLC | 7,048 | $291,515.16 | $322,868.88 | $31,353.72 | 10.76% |
| MHS Marc H. Stone Tyler-Stone Wealth Management | 9,656 | $394,640.72 | $450,742.08 | $56,101.36 | 14.22% |
| MS Missy Straw Nilsine Partners LLC | 34,298 | $1.51M | $1.6M | $93,802.96 | 6.22% |
| DT Dalila Toledo Ascent Group LLC | 41,311 | $1.81M | $1.93M | $119,806.59 | 6.63% |
| REF Robert E. Frey Jr. Lakeside Advisors Inc. | 13,608 | $560,513.52 | $626,512.32 | $65,998.8 | 11.77% |
| JJC Joseph J. Costigan apricus wealth LLC | 4,950 | $222,799.49 | $228,343.5 | $5,544.01 | 2.49% |
| MB Michael Byun SageView Advisory Group LLC | 39,941 | $1.76M | $1.83M | $69,020.86 | 3.92% |
| KB Kimberly Byrne Bill Few Associates Inc. | 5,951 | $273,664.29 | $277,971.21 | $4,306.92 | 1.57% |
| BPN Brent P. Nicks Strategic Planning Inc. | 49,597 | $2.28M | $2.29M | $6,403.37 | 0.28% |
| CMM Christopher M. Marks Sterling Investment Counsel LLC | 4,085 | $200,246.7 | $188,767.85 | -$11,478.85 | -5.73% |
| MT Michael Topley Lansing Street Advisors | 12,555 | $473,369.97 | $578,283.3 | $104,913.33 | 22.16% |
| DR Daniel Ronan Catalyst Financial Partners LLC | 15,528 | $666,528.74 | $723,604.8 | $57,076.06 | 8.56% |
| AH Amanda Hawley Atria Wealth Solutions Inc. | 8,863 | $355,955.93 | $406,014.03 | $50,058.1 | 14.06% |
| LB Leonid Berline ARMSTRONG ADVISORY GROUP Inc. | 1,275 | $55,117.98 | $59,453.25 | $4,335.27 | 7.87% |
| NH Nadine Hofstetter Northwest Bank & Trust Co. | 230 | $9,367 | $10,563.9 | $1,196.9 | 12.78% |