| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Sean Reitenbach Prosperity Consulting Group LLC | 20,681 | $1.14M | $2.16M | $1.02M | 89.07% |
Kathleen Thornhill Confluence Wealth Services Inc. | 29,821 | $2.13M | $2.69M | $555,251.31 | 26.01% |
David Jarvis Corton Capital Inc. | 13,836 | $309,926.4 | $1.25M | $938,080.8 | 302.68% |
James Langer Redmont Wealth Advisors LLC | 148 | $3,361.08 | $13,349.6 | $9,988.52 | 297.18% |
Bill McVay Red Tortoise LLC | 369 | $10,327.04 | $33,283.8 | $22,956.76 | 222.3% |
Samantha Pierangeli City State Bank | 8,878 | $220,165.11 | $800,795.6 | $580,630.49 | 263.73% |
Evan Shorten PARAGON FINANCIAL PARTNERS Inc. | 5,720 | $211,068 | $581,438 | $370,370 | 175.47% |
| JG Jeffrey Gomez G2 Capital Management LLC / Oh | 5,597 | $206,529.3 | $545,819.44 | $339,290.14 | 164.28% |
Michael Schneck Gridiron Partners LLC | 2,000 | $279,260 | $202,120 | -$77,140 | -27.62% |
Brett Lee Planning Center Inc. | 4,152 | $579,743.76 | $374,510.4 | -$205,233.36 | -35.4% |
| BFA Blackston Financial Advisory Group LLC Blackston Financial Advisory Group LLC | 3,353 | $468,179.39 | $343,682.5 | -$124,496.89 | -26.59% |
Suzanne Hammer 5th Street Advisors LLC | 1,591 | $222,151.33 | $160,786.46 | -$61,364.87 | -27.62% |
| TA Thomas Anderton 626 Financial LLC | 6,176 | $229,716.7 | $557,075.2 | $327,358.5 | 142.51% |
Morgan Christen Spinnaker Investment Group LLC | 1,668 | $232,902.84 | $150,453.6 | -$82,449.24 | -35.4% |
| MWM Marion Wealth Management Marion Wealth Management | 4,610 | $170,109 | $415,822 | $245,713 | 144.44% |
Brenda Bickle Adamsbrown Wealth Consultants LLC | 1,705 | $238,069.15 | $153,791 | -$84,278.15 | -35.4% |
W. Travis McKinney HB Wealth Management LLC | 235,066 | $8.61M | $21.2M | $12.59M | 146.24% |
| JF Joshua Frierdich Mid-American Wealth Advisory Group Inc. | 1,535 | $214,332.05 | $138,457 | -$75,875.05 | -35.4% |
| LF Lukas Feh LGT Group Foundation | 22,524 | $755,680.2 | $2.29M | $1.53M | 202.98% |
Martin Schoeffel LGT Fund Management Co. Ltd. | 4,956 | $218,708.28 | $503,777.4 | $285,069.12 | 130.34% |