| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jennifer Carlson Gould Capital LLC | 36 | $3,758.62 | $5,747.04 | $1,988.42 | 52.9% |
Penny A. Phillips Journey Strategic Wealth LLC | 9,786 | $762,412.15 | $1.58M | $822,430.55 | 107.87% |
Ana-Maria Ignat Covestor Ltd | 1,001 | $85,883.81 | $159,799.64 | $73,915.83 | 86.06% |
Kathryn Brown Morton Brown Family Wealth LLC | 10 | $1,536.2 | $1,619.5 | $83.3 | 5.42% |
Stefan Demuth Ameliora Wealth Management Ltd. | 1,715 | $162,033.2 | $277,744.25 | $115,711.05 | 71.41% |
Jay Richards Investment Advisory Group LLC | 5,152 | $263,446.81 | $824,886.72 | $561,439.91 | 213.11% |
Andrew Burkey Joseph Group Capital Management | 330 | $34,724.14 | $52,836.3 | $18,112.16 | 52.16% |
Sean Reitenbach Prosperity Consulting Group LLC | 3,907 | $406,854.24 | $628,401.88 | $221,547.64 | 54.45% |
Kathleen Thornhill Confluence Wealth Services Inc. | 2,975 | $457,019.5 | $481,801.25 | $24,781.75 | 5.42% |
Samantha Pierangeli City State Bank | 931 | $81,193.28 | $150,775.45 | $69,582.17 | 85.7% |
Roger Steed KRS Capital Management LLC | 45,720 | $3.29M | $7.4M | $4.12M | 125.13% |
John Swift Benchmark Investment Advisors LLC | 3,025 | $177,053.25 | $486,541 | $309,487.75 | 174.8% |
| MWM Marion Wealth Management Marion Wealth Management | 1,810 | $278,052.2 | $293,129.5 | $15,077.3 | 5.42% |
W. Travis McKinney HB Wealth Management LLC | 27,906 | $2.13M | $4.52M | $2.39M | 111.89% |
| LF Lukas Feh LGT Group Foundation | 137,747 | $8.99M | $22.62M | $13.63M | 151.73% |
Martin Schoeffel LGT Fund Management Co. Ltd. | 36,345 | $2.97M | $5.97M | $3M | 100.94% |
Jeremy Baltz Raleigh Capital Management Inc. | 1,563 | $239,173.36 | $253,127.85 | $13,954.49 | 5.83% |
Allison Tronnes Forum Financial Management LP | 3,488 | $218,367.27 | $564,881.6 | $346,514.33 | 158.68% |
Christopher Clancy Global Wealth Strategies & Associates | 1,956 | $196,339.51 | $316,774.2 | $120,434.69 | 61.34% |
William Jollie Quent Capital LLC | 4,286 | $321,904.47 | $684,217.04 | $362,312.57 | 112.55% |