| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Daniel Flack Intrinsic Value Partners LLC | 376 | $143,838.8 | $382,910.88 | $239,072.08 | 166.21% |
| CB Catherine Bluvol Next Level Private LLC | 718 | $313,442.5 | $731,196.84 | $417,754.34 | 133.28% |
Brian Kellett Kellett Wealth Advisors LLC | 272 | $275,092.64 | $276,999.36 | $1,906.72 | 0.69% |
Andrew Burkey Joseph Group Capital Management | 98 | $90,908.64 | $103,917.24 | $13,008.6 | 14.31% |
Sean Reitenbach Prosperity Consulting Group LLC | 2,132 | $1.44M | $2.21M | $773,234.16 | 53.77% |
Kathleen Thornhill Confluence Wealth Services Inc. | 778 | $697,655.54 | $792,299.64 | $94,644.1 | 13.57% |
Bill McVay Red Tortoise LLC | 27 | $9,992.4 | $27,496.26 | $17,503.86 | 175.17% |
| JBS Joseph Blane Shea Horizon Family Wealth Inc. | 1,092 | $508,350.23 | $1.13M | $621,334.69 | 122.23% |
Samantha Pierangeli City State Bank | 1,197 | $440,872.97 | $1.22M | $778,127.89 | 176.5% |
| GC Gregory Clinton KRAEMATON INVESTMENT ADVISORS Inc. | 353 | $256,514.5 | $359,488.14 | $102,973.64 | 40.14% |
Roger Steed KRS Capital Management LLC | 1,369 | $840,989.95 | $1.39M | $553,172.27 | 65.78% |
John Swift Benchmark Investment Advisors LLC | 262 | $208,643.7 | $271,749.02 | $63,105.32 | 30.25% |
Suzanne Hammer 5th Street Advisors LLC | 245 | $215,355 | $259,793.1 | $44,438.1 | 20.63% |
| YR Yarenis Rodriguez Pursue Wealth Partners LLC | 1,325 | $546,578.66 | $1.38M | $830,904.58 | 152.02% |
W. Travis McKinney HB Wealth Management LLC | 19,083 | $9.92M | $19.43M | $9.52M | 96% |
| LF Lukas Feh LGT Group Foundation | 45,128 | $34.31M | $46.9M | $12.59M | 36.7% |
Martin Schoeffel LGT Fund Management Co. Ltd. | 1,128 | $954,276.72 | $1.17M | $217,929.53 | 22.84% |
| MC mike Chen Byrne Asset Management LLC | 260 | $145,297.64 | $275,698.8 | $130,401.16 | 89.75% |
Mark Perrault Intergy Private Wealth LLC | 198 | $200,251.26 | $201,639.24 | $1,387.98 | 0.69% |
| MPR Maureen P. Ruggiero Mendel Capital Management LLC | 1,861 | $766,179.79 | $1.9M | $1.13M | 147.36% |