| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Kathleen Thornhill Confluence Wealth Services Inc. | 19,768 | $3.72M | $4.57M | $850,025.5 | 22.84% |
James Langer Redmont Wealth Advisors LLC | 53 | $15,623.34 | $12,320.11 | -$3,303.23 | -21.14% |
Bill McVay Red Tortoise LLC | 226 | $35,797.48 | $52,294.14 | $16,496.66 | 46.08% |
Samantha Pierangeli City State Bank | 4,488 | $735,982.91 | $1.04M | $303,123.73 | 41.19% |
Evan Shorten PARAGON FINANCIAL PARTNERS Inc. | 1,545 | $206,504.7 | $359,691.45 | $153,186.75 | 74.18% |
Roger Steed KRS Capital Management LLC | 2,090 | $372,033.12 | $492,748.85 | $120,715.73 | 32.45% |
Brett Lee Planning Center Inc. | 1,970 | $305,752.94 | $458,379.6 | $152,626.66 | 49.92% |
| BFA Blackston Financial Advisory Group LLC Blackston Financial Advisory Group LLC | 1,100 | $163,396.1 | $256,965.5 | $93,569.4 | 57.27% |
| TA Thomas Anderton 626 Financial LLC | 2,028 | $265,084.33 | $478,131.42 | $213,047.09 | 80.37% |
Brenda Bickle Adamsbrown Wealth Consultants LLC | 891 | $258,666.65 | $207,941.58 | -$50,725.07 | -19.61% |
W. Travis McKinney HB Wealth Management LLC | 100,600 | $18.58M | $23.55M | $4.97M | 26.76% |
| LF Lukas Feh LGT Group Foundation | 127,937 | $22.75M | $29.74M | $6.99M | 30.72% |
Martin Schoeffel LGT Fund Management Co. Ltd. | 25,042 | $6.36M | $5.8M | -$559,510.33 | -8.8% |
| MC mike Chen Byrne Asset Management LLC | 6,594 | $905,246.1 | $1.52M | $618,693.24 | 68.35% |
Mark Perrault Intergy Private Wealth LLC | 3,514 | $507,457.79 | $820,835.26 | $313,377.47 | 61.75% |
| MPR Maureen P. Ruggiero Mendel Capital Management LLC | 9,687 | $1.32M | $2.26M | $943,399.47 | 71.51% |
| NWL Nicholas Wealth LLC Nicholas Wealth LLC | 4,261 | $1.03M | $1.01M | -$19,027.29 | -1.85% |
Taylor Fairman Eagle Rock Investment Company LLC | 13,251 | $1.75M | $3.08M | $1.33M | 76.34% |
Brian O'Rourke O'ROURKE & COMPANY Inc. | 9,425 | $1.27M | $2.2M | $932,304.6 | 73.51% |
| GBW Granite Bay Wealth Management LLC Granite Bay Wealth Management LLC | 16,778 | $4.72M | $3.92M | -$802,994.91 | -17.02% |