| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Kathleen Thornhill Confluence Wealth Services Inc. | 15,736 | $3.61M | $5.67M | $2.05M | 56.81% |
David Jarvis Corton Capital Inc. | 1,317 | $338,982.64 | $474,212.2 | $135,229.56 | 39.89% |
James Langer Redmont Wealth Advisors LLC | 120 | $30,886.8 | $43,208.4 | $12,321.6 | 39.89% |
Bill McVay Red Tortoise LLC | 55 | $8,743.35 | $19,803.85 | $11,060.5 | 126.5% |
Cole Bruner Buska Wealth Management LLC | 545 | $203,585 | $196,238.15 | -$7,346.85 | -3.61% |
Emilie Camilleri Bryant Woods Investment Advisors LLC | 555 | $207,420.16 | $199,838.85 | -$7,581.31 | -3.66% |
Samantha Pierangeli City State Bank | 2,092 | $225,444.42 | $753,266.45 | $527,822.03 | 234.13% |
Roger Steed KRS Capital Management LLC | 759 | $283,661.08 | $273,293.14 | -$10,367.94 | -3.66% |
John Swift Benchmark Investment Advisors LLC | 5,210 | $795,089.08 | $1.75M | $958,336.42 | 120.53% |
| TA Thomas Anderton 626 Financial LLC | 699 | $210,273.19 | $251,688.93 | $41,415.74 | 19.7% |
Morgan Christen Spinnaker Investment Group LLC | 600 | $224,238.01 | $216,042 | -$8,196.01 | -3.66% |
Michael Hackman HFG Advisors Inc. | 4,280 | $504,774.63 | $1.58M | $1.08M | 213.79% |
| MWM Marion Wealth Management Marion Wealth Management | 1,382 | $380,691.65 | $438,605.34 | $57,913.69 | 15.21% |
| KKS Karl K. Segerberg Settian Capita LLP | 11,000 | $3.19M | $4.19M | $998,070 | 31.25% |
Brenda Bickle Adamsbrown Wealth Consultants LLC | 610 | $227,975.31 | $219,642.7 | -$8,332.61 | -3.66% |
W. Travis McKinney HB Wealth Management LLC | 41,612 | $8.45M | $14.98M | $6.54M | 77.38% |
| LF Lukas Feh LGT Group Foundation | 81,818 | $20.54M | $30.28M | $9.74M | 47.43% |
Martin Schoeffel LGT Fund Management Co. Ltd. | 27,248 | $8M | $10.08M | $2.08M | 26.01% |
| MC mike Chen Byrne Asset Management LLC | 4,887 | $431,171.46 | $1.86M | $1.43M | 332.08% |
Maria Howe Carroll Investors Inc. | 6,609 | $1.18M | $2.19M | $1.01M | 85.46% |