| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Sean Reitenbach Prosperity Consulting Group LLC | 23,564 | $4.57M | $5.56M | $993,120.92 | 21.74% |
Kathleen Thornhill Confluence Wealth Services Inc. | 19,768 | $3.72M | $4.42M | $699,788.5 | 18.8% |
James Langer Redmont Wealth Advisors LLC | 53 | $15,623.34 | $11,853.45 | -$3,769.89 | -24.13% |
Bill McVay Red Tortoise LLC | 226 | $35,797.48 | $50,544.9 | $14,747.42 | 41.2% |
Samantha Pierangeli City State Bank | 4,488 | $735,982.91 | $1M | $267,758.25 | 36.38% |
Evan Shorten PARAGON FINANCIAL PARTNERS Inc. | 1,545 | $206,504.7 | $366,597.6 | $160,092.9 | 77.53% |
Roger Steed KRS Capital Management LLC | 2,090 | $372,033.12 | $467,428.48 | $95,395.36 | 25.64% |
Brett Lee Planning Center Inc. | 1,970 | $305,752.94 | $440,590.48 | $134,837.54 | 44.1% |
| BFA Blackston Financial Advisory Group LLC Blackston Financial Advisory Group LLC | 1,100 | $163,396.1 | $257,752.01 | $94,355.91 | 57.75% |
| TA Thomas Anderton 626 Financial LLC | 2,028 | $265,084.33 | $453,562.18 | $188,477.85 | 71.1% |
Brenda Bickle Adamsbrown Wealth Consultants LLC | 891 | $258,666.65 | $199,272.14 | -$59,394.51 | -22.96% |
W. Travis McKinney HB Wealth Management LLC | 94,006 | $16.73M | $21.02M | $4.3M | 25.7% |
| LF Lukas Feh LGT Group Foundation | 127,937 | $22.75M | $30.23M | $7.48M | 32.88% |
Martin Schoeffel LGT Fund Management Co. Ltd. | 25,042 | $6.36M | $5.92M | -$439,809.57 | -6.92% |
| MC mike Chen Byrne Asset Management LLC | 6,981 | $956,972.52 | $1.64M | $684,609.56 | 71.54% |
Mark Perrault Intergy Private Wealth LLC | 3,514 | $507,457.79 | $785,906.06 | $278,448.27 | 54.87% |
| MPR Maureen P. Ruggiero Mendel Capital Management LLC | 9,687 | $1.32M | $2.17M | $847,304.33 | 64.23% |
| NWL Nicholas Wealth LLC Nicholas Wealth LLC | 4,261 | $1.03M | $952,972.61 | -$74,079.45 | -7.21% |
Taylor Fairman Eagle Rock Investment Company LLC | 13,251 | $1.75M | $2.96M | $1.22M | 69.81% |
Brian O'Rourke O'ROURKE & COMPANY Inc. | 9,425 | $1.27M | $2.21M | $940,127.44 | 74.12% |