| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Brenda Bickle Adamsbrown Wealth Consultants LLC | 2,192 | $483,503.42 | $751,625.84 | $268,122.42 | 55.45% |
W. Travis McKinney HB Wealth Management LLC | 259,187 | $52.57M | $86.97M | $34.39M | 65.41% |
| LF Lukas Feh LGT Group Foundation | 907,653 | $185.35M | $308.87M | $123.52M | 66.64% |
Martin Schoeffel LGT Fund Management Co. Ltd. | 183,562 | $52.34M | $62.76M | $10.42M | 19.92% |
Ryan Fink Treasure Coast Financial Planning | 625 | $204,581.24 | $208,750 | $4,168.76 | 2.04% |
| MC mike Chen Byrne Asset Management LLC | 8,925 | $1.34M | $3.02M | $1.68M | 124.98% |
Mark Perrault Intergy Private Wealth LLC | 2,498 | $422,504.57 | $853,229.37 | $430,724.8 | 101.95% |
| MPR Maureen P. Ruggiero Mendel Capital Management LLC | 9,065 | $1.46M | $3.04M | $1.58M | 108.18% |
| NWL Nicholas Wealth LLC Nicholas Wealth LLC | 5,355 | $1.16M | $1.83M | $671,546.57 | 57.74% |
Maria Howe Carroll Investors Inc. | 817 | $240,328.72 | $276,922.15 | $36,593.43 | 15.23% |
Taylor Fairman Eagle Rock Investment Company LLC | 67,291 | $11.53M | $23.08M | $11.56M | 100.25% |
Brian O'Rourke O'ROURKE & COMPANY Inc. | 21,517 | $3.34M | $7.37M | $4.04M | 121.08% |
| GBW Granite Bay Wealth Management LLC Granite Bay Wealth Management LLC | 34,101 | $7.98M | $11.68M | $3.7M | 46.33% |
Russell Mohberg Regatta Capital Group LLC | 20,396 | $3.5M | $6.99M | $3.49M | 99.88% |
Timothy Taylor TCM Advisors LLC | 100 | $16,148 | $33,349 | $17,201 | 106.52% |
| JRS James RG Skjong Ulland Investment Advisors LLC | 253 | $68,162.21 | $86,252.76 | $18,090.55 | 26.54% |
| AG Alan Gilmore Financial Futures Ltd. Liability Co. | 1,148 | $377,619.33 | $391,341.72 | $13,722.39 | 3.63% |
Courtney Lawson Autumn Glory Partners LLC | 10,293 | $1.74M | $3.53M | $1.8M | 103.51% |
Sue Cox BetterWealth LLC | 905 | $279,678.7 | $303,654.65 | $23,975.95 | 8.57% |
Jeremy Baltz Raleigh Capital Management Inc. | 5,108 | $793,769.12 | $1.72M | $930,896.05 | 117.28% |