| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Brenda Bickle Adamsbrown Wealth Consultants LLC | 4,888 | $303,772.02 | $398,494.2 | $94,722.18 | 31.18% |
| WTM W. Travis McKinney HB Wealth Management LLC | 629,106 | $40.78M | $51.36M | $10.57M | 25.93% |
| JF Joshua Frierdich Mid-American Wealth Advisory Group Inc. | 15,475 | $869,285.45 | $1.26M | $394,556.25 | 45.39% |
| LF Lukas Feh LGT Group Foundation | 1.36M | $92.77M | $110.9M | $18.13M | 19.54% |
Martin Schoeffel LGT Fund Management Co. Ltd. | 672,075 | $47.52M | $54.79M | $7.27M | 15.29% |
| MC mike Chen Byrne Asset Management LLC | 1,040 | $61,418.9 | $88,015.2 | $26,596.3 | 43.3% |
Mark Perrault Intergy Private Wealth LLC | 2,792 | $212,911.03 | $227,617.8 | $14,706.77 | 6.91% |
| MPR Maureen P. Ruggiero Mendel Capital Management LLC | 3,818 | $238,337.45 | $311,262.45 | $72,925 | 30.6% |
| NWL Nicholas Wealth LLC Nicholas Wealth LLC | 17,857 | $1.18M | $1.46M | $271,154.66 | 22.89% |
Brian O'Rourke O'ROURKE & COMPANY Inc. | 17,830 | $1.07M | $1.45M | $380,687.42 | 35.48% |
| RM Russell Mohberg Regatta Capital Group LLC | 33,696 | $1.97M | $2.75M | $775,479.57 | 39.33% |
| TT Timothy Taylor TCM Advisors LLC | 16,183 | $955,049.55 | $1.32M | $364,269.52 | 38.14% |
| JRS James RG Skjong Ulland Investment Advisors LLC | 20 | $1,240 | $1,630.5 | $390.5 | 31.49% |
Courtney Lawson Autumn Glory Partners LLC | 21,100 | $1.45M | $1.72M | $270,230.85 | 18.64% |
Jeremy Baltz Raleigh Capital Management Inc. | 18,240 | $1.13M | $1.49M | $361,994.23 | 32.18% |
| RS Robert Sinnaeve SS&H Financial Advisors Inc. | 39,556 | $2.45M | $3.22M | $772,006.94 | 31.47% |
| MM Michelle McCarthy Vantage Financial Partners LLC | 3,727 | $267,634.3 | $303,843.67 | $36,209.37 | 13.53% |
Allison Tronnes Forum Financial Management LP | 21,532 | $1.37M | $1.76M | $384,795.43 | 28.07% |
| DC Debora Caley Richwood Investment Advisors LLC | 10,888 | $778,425.86 | $887,644.2 | $109,218.34 | 14.03% |
| PE Paul Elam Oak Harbor Wealth Partners LLC | 49,402 | $2.94M | $4.03M | $1.08M | 36.84% |