| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Lindsey Seagraves Carson Advisory Inc. | 6,391 | $243,368.87 | $323,288.73 | $79,919.86 | 32.84% |
Penny A. Phillips Journey Strategic Wealth LLC | 14,199 | $533,653.22 | $721,380.19 | $187,726.97 | 35.18% |
Ana-Maria Ignat Covestor Ltd | 2,958 | $137,251.2 | $149,024.04 | $11,772.84 | 8.58% |
Kathryn Brown Morton Brown Family Wealth LLC | 22 | $1,056.66 | $1,114.3 | $57.64 | 5.45% |
Andrew Burkey Joseph Group Capital Management | 425 | $19,737.93 | $21,528.8 | $1,790.87 | 9.07% |
Sean Reitenbach Prosperity Consulting Group LLC | 4,898 | $235,250.94 | $247,985.74 | $12,734.8 | 5.41% |
Kathleen Thornhill Confluence Wealth Services Inc. | 57,351 | $2.31M | $2.9M | $594,330.01 | 25.75% |
Christopher H. Jackson Drystone LLC | 10,000 | $320,300 | $507,100 | $186,800 | 58.32% |
Bill McVay Red Tortoise LLC | 148 | $3,501.68 | $7,494.72 | $3,993.04 | 114.03% |
Samantha Pierangeli City State Bank | 400 | $9,464 | $20,326 | $10,862 | 114.77% |
| JG Jeffrey Gomez G2 Capital Management LLC / Oh | 7,832 | $376,170.95 | $395,476.84 | $19,305.89 | 5.13% |
| EI Excelsior Investors Intelligent Financial Strategies | 1,411 | $45,194.33 | $71,989.22 | $26,794.89 | 59.29% |
W. Travis McKinney HB Wealth Management LLC | 79,493 | $3.11M | $4M | $893,160.49 | 28.7% |
| LF Lukas Feh LGT Group Foundation | 1.24M | $43.29M | $62.95M | $19.66M | 45.4% |
Martin Schoeffel LGT Fund Management Co. Ltd. | 207,374 | $8.78M | $10.5M | $1.72M | 19.53% |
Timothy Taylor TCM Advisors LLC | 14,800 | $455,684 | $745,328 | $289,644 | 63.56% |
Matt Monson Sovereign's Capital Management LLC | 12,481 | $468,906.86 | $630,228.09 | $161,321.23 | 34.4% |
Jeremy Baltz Raleigh Capital Management Inc. | 757 | $36,303.71 | $38,289.06 | $1,985.35 | 5.47% |
| DC Debora Caley Richwood Investment Advisors LLC | 7,753 | $301,302.12 | $389,704.54 | $88,402.42 | 29.34% |
Paul Elam Oak Harbor Wealth Partners LLC | 4,920 | $228,288 | $248,952 | $20,664 | 9.05% |