| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Brian Kellett Kellett Wealth Advisors LLC | 549 | $205,177.78 | $187,313.31 | -$17,864.47 | -8.71% |
Andrew Burkey Joseph Group Capital Management | 168 | $49,468.6 | $57,175.44 | $7,706.84 | 15.58% |
Sean Reitenbach Prosperity Consulting Group LLC | 3,774 | $772,387.14 | $1.28M | $512,018.28 | 66.29% |
Kathleen Thornhill Confluence Wealth Services Inc. | 9,952 | $1.45M | $3.39M | $1.94M | 133.56% |
David Jarvis Corton Capital Inc. | 1,317 | $338,982.64 | $448,214.61 | $109,231.97 | 32.22% |
James Langer Redmont Wealth Advisors LLC | 120 | $30,886.8 | $40,839.6 | $9,952.8 | 32.22% |
Bill McVay Red Tortoise LLC | 55 | $8,743.35 | $18,771.5 | $10,028.15 | 114.69% |
Cole Bruner Buska Wealth Management LLC | 545 | $203,585 | $185,479.85 | -$18,105.15 | -8.89% |
Samantha Pierangeli City State Bank | 2,092 | $225,444.42 | $711,970.36 | $486,525.94 | 215.81% |
Roger Steed KRS Capital Management LLC | 759 | $283,661.08 | $259,046.7 | -$24,614.38 | -8.68% |
John Swift Benchmark Investment Advisors LLC | 5,210 | $795,089.08 | $1.77M | $978,030.22 | 123.01% |
| TA Thomas Anderton 626 Financial LLC | 699 | $210,273.19 | $252,765.39 | $42,492.2 | 20.21% |
Morgan Christen Spinnaker Investment Group LLC | 600 | $224,238.01 | $204,198 | -$20,040.01 | -8.94% |
Michael Hackman HFG Advisors Inc. | 4,719 | $543,261.58 | $1.61M | $1.06M | 195.63% |
| MWM Marion Wealth Management Marion Wealth Management | 1,382 | $380,691.65 | $470,336.06 | $89,644.41 | 23.55% |
| KKS Karl K. Segerberg Settian Capita LLP | 11,000 | $3.19M | $3.74M | $549,380 | 17.2% |
Brenda Bickle Adamsbrown Wealth Consultants LLC | 610 | $227,975.31 | $207,525.05 | -$20,450.26 | -8.97% |
W. Travis McKinney HB Wealth Management LLC | 41,612 | $8.45M | $14.59M | $6.14M | 72.73% |
| LF Lukas Feh LGT Group Foundation | 82,479 | $20.66M | $28.06M | $7.4M | 35.81% |
Martin Schoeffel LGT Fund Management Co. Ltd. | 26,446 | $7.7M | $9M | $1.29M | 16.81% |