| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JL James Langer Redmont Wealth Advisors LLC | 21 | $8,045.1 | $7,956.9 | -$88.2 | -1.1% |
Bill McVay Red Tortoise LLC | 138 | $33,114.48 | $52,585.59 | $19,471.11 | 58.8% |
| JBS Joseph Blane Shea Horizon Family Wealth Inc. | 953 | $321,956.17 | $361,091.7 | $39,135.53 | 12.16% |
| WTM W. Travis McKinney HB Wealth Management LLC | 7,728 | $2.78M | $3M | $224,861.82 | 8.1% |
| LF Lukas Feh LGT Group Foundation | 11,583 | $3.08M | $4.41M | $1.33M | 43.08% |
Martin Schoeffel LGT Fund Management Co. Ltd. | 36,433 | $12.96M | $13.88M | $927,631.87 | 7.16% |
| MC mike Chen Byrne Asset Management LLC | 280 | $75,881.27 | $108,718.4 | $32,837.13 | 43.27% |
| TF Taylor Fairman Eagle Rock Investment Company LLC | 11,225 | $3.21M | $4.28M | $1.06M | 33.1% |
| JRS James RG Skjong Ulland Investment Advisors LLC | 360 | $92,050.2 | $138,866.4 | $46,816.2 | 50.86% |
Jeremy Baltz Raleigh Capital Management Inc. | 14 | $6,625.36 | $5,435.92 | -$1,189.44 | -17.95% |
| WJ William Jollie Quent Capital LLC | 875 | $252,879.67 | $340,725 | $87,845.33 | 34.74% |
Dalila Toledo Ascent Group LLC | 7,429 | $2.05M | $2.89M | $838,310.09 | 40.8% |
| EM Erin Mccann Simplicity Wealth LLC | 880 | $393,292 | $341,686.4 | -$51,605.6 | -13.12% |
| RG Robert Glass AlphaCentric Advisors LLC | 764 | $324,113.08 | $296,645.92 | -$27,467.16 | -8.47% |
Michael Byun SageView Advisory Group LLC | 1,074 | $422,741.73 | $418,215.6 | -$4,526.13 | -1.07% |
Jesse Rodrigue Fortune 45 LLC | 862 | $407,932.88 | $334,697.36 | -$73,235.52 | -17.95% |
Katie Christensen iSAM Funds UKK) Ltd | 2,693 | $1.26M | $1.05M | -$212,385.15 | -16.84% |
Allison Brooke Blake WorthPointe LLC | 489 | $187,335.9 | $190,475.28 | $3,139.38 | 1.68% |
| JP Jaimie Palmer Beacon Capital Management LLC | 3,619 | $960,145.48 | $1.41M | $449,093.12 | 46.77% |
Christopher M. Marks Sterling Investment Counsel LLC | 867 | $404,767.62 | $337,609.8 | -$67,157.82 | -16.59% |