| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Kathleen Thornhill Confluence Wealth Services Inc. | 29,821 | $2.13M | $2.7M | $568,372.55 | 26.63% |
David Jarvis Corton Capital Inc. | 13,836 | $309,926.4 | $1.28M | $965,268.54 | 311.45% |
James Langer Redmont Wealth Advisors LLC | 148 | $3,361.08 | $13,561.24 | $10,200.16 | 303.48% |
Bill McVay Red Tortoise LLC | 369 | $10,327.04 | $33,578.85 | $23,251.81 | 225.15% |
Samantha Pierangeli City State Bank | 8,878 | $220,165.11 | $799,730.24 | $579,565.13 | 263.24% |
Evan Shorten PARAGON FINANCIAL PARTNERS Inc. | 5,720 | $211,068 | $537,136.6 | $326,068.6 | 154.49% |
| JG Jeffrey Gomez G2 Capital Management LLC / Oh | 5,597 | $206,529.3 | $526,537.77 | $320,008.47 | 154.95% |
Michael Schneck Gridiron Partners LLC | 2,000 | $279,260 | $188,363.4 | -$90,896.6 | -32.55% |
Roger Steed KRS Capital Management LLC | 2,219 | $266,790.37 | $199,377.15 | -$67,413.22 | -25.27% |
Brett Lee Planning Center Inc. | 4,152 | $579,743.76 | $390,121.92 | -$189,621.84 | -32.71% |
| BFA Blackston Financial Advisory Group LLC Blackston Financial Advisory Group LLC | 3,353 | $468,179.39 | $321,653.29 | -$146,526.1 | -31.3% |
Suzanne Hammer 5th Street Advisors LLC | 1,591 | $222,151.33 | $149,227.84 | -$72,923.49 | -32.83% |
| TA Thomas Anderton 626 Financial LLC | 6,176 | $229,716.7 | $579,617.6 | $349,900.9 | 152.32% |
| MWM Marion Wealth Management Marion Wealth Management | 4,610 | $170,109 | $425,687.4 | $255,578.4 | 150.24% |
Brenda Bickle Adamsbrown Wealth Consultants LLC | 1,705 | $238,069.15 | $159,059.45 | -$79,009.7 | -33.19% |
W. Travis McKinney HB Wealth Management LLC | 229,844 | $8.35M | $21.92M | $13.57M | 162.46% |
| JF Joshua Frierdich Mid-American Wealth Advisory Group Inc. | 1,535 | $214,332.05 | $144,343.72 | -$69,988.33 | -32.65% |
| LF Lukas Feh LGT Group Foundation | 22,524 | $755,680.2 | $2.06M | $1.31M | 173.14% |
Martin Schoeffel LGT Fund Management Co. Ltd. | 4,956 | $218,708.28 | $453,820.92 | $235,112.64 | 107.5% |
| MC mike Chen Byrne Asset Management LLC | 2,350 | $180,840.05 | $213,897 | $33,056.95 | 18.28% |