| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| SR Sean Reitenbach Prosperity Consulting Group LLC | 23,639 | $4.58M | $4.99M | $408,831.88 | 8.92% |
Kathleen Thornhill Confluence Wealth Services Inc. | 16,259 | $2.73M | $3.34M | $605,202.54 | 22.13% |
| JL James Langer Redmont Wealth Advisors LLC | 53 | $15,623.34 | $11,189.36 | -$4,433.98 | -28.38% |
Bill McVay Red Tortoise LLC | 226 | $35,797.48 | $46,422.66 | $10,625.18 | 29.68% |
| SP Samantha Pierangeli City State Bank | 3,948 | $584,129.52 | $834,054.48 | $249,924.96 | 42.79% |
| ES Evan Shorten PARAGON FINANCIAL PARTNERS Inc. | 1,545 | $206,504.7 | $326,180.4 | $119,675.7 | 57.95% |
| RS Roger Steed KRS Capital Management LLC | 2,096 | $372,819.66 | $442,507.52 | $69,687.86 | 18.69% |
Brett Lee Planning Center Inc. | 1,971 | $305,886.6 | $416,117.52 | $110,230.92 | 36.04% |
| BFA Blackston Financial Advisory Group LLC Blackston Financial Advisory Group LLC | 1,074 | $156,084.64 | $220,610.34 | $64,525.7 | 41.34% |
| TA Thomas Anderton 626 Financial LLC | 2,053 | $268,269.33 | $421,706.73 | $153,437.4 | 57.2% |
Brenda Bickle Adamsbrown Wealth Consultants LLC | 891 | $258,666.65 | $183,020.31 | -$75,646.34 | -29.24% |
| WTM W. Travis McKinney HB Wealth Management LLC | 94,006 | $16.73M | $19.27M | $2.55M | 15.22% |
| LF Lukas Feh LGT Group Foundation | 114,492 | $18.97M | $23.52M | $4.55M | 23.97% |
Martin Schoeffel LGT Fund Management Co. Ltd. | 24,740 | $6.27M | $5.08M | -$1.19M | -18.98% |
| MC mike Chen Byrne Asset Management LLC | 6,981 | $956,972.52 | $1.43M | $474,132.48 | 49.55% |
Mark Perrault Intergy Private Wealth LLC | 3,464 | $493,397.29 | $736,688.88 | $243,291.59 | 49.31% |
| MPR Maureen P. Ruggiero Mendel Capital Management LLC | 9,742 | $1.33M | $2M | $674,559.8 | 50.85% |
| NWL Nicholas Wealth LLC Nicholas Wealth LLC | 4,011 | $956,744.03 | $823,899.51 | -$132,844.52 | -13.89% |
| TF Taylor Fairman Eagle Rock Investment Company LLC | 13,251 | $1.75M | $2.72M | $976,621.41 | 55.96% |
Brian O'Rourke O'ROURKE & COMPANY Inc. | 9,517 | $1.28M | $1.95M | $674,251.6 | 52.65% |