| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| BFA Blackston Financial Advisory Group LLC Blackston Financial Advisory Group LLC | 882 | $262,536.15 | $240,636.05 | -$21,900.1 | -8.34% |
| EI Excelsior Investors Intelligent Financial Strategies | 690 | $183,499.11 | $186,741.61 | $3,242.5 | 1.77% |
| TA Thomas Anderton 626 Financial LLC | 998 | $224,848.72 | $270,098.73 | $45,250.01 | 20.12% |
Morgan Christen Spinnaker Investment Group LLC | 1,339 | $378,708.66 | $362,386.97 | -$16,321.69 | -4.31% |
W. Travis McKinney HB Wealth Management LLC | 86,975 | $23.5M | $23.54M | $43,494.39 | 0.19% |
| LF Lukas Feh LGT Group Foundation | 194,402 | $57.47M | $53.36M | -$4.11M | -7.15% |
Martin Schoeffel LGT Fund Management Co. Ltd. | 93,852 | $28.9M | $25.76M | -$3.14M | -10.88% |
| MC mike Chen Byrne Asset Management LLC | 1,121 | $330,114.51 | $307,154 | -$22,960.51 | -6.96% |
| MPR Maureen P. Ruggiero Mendel Capital Management LLC | 824 | $256,772.42 | $223,007.37 | -$33,765.05 | -13.15% |
Brian O'Rourke O'ROURKE & COMPANY Inc. | 2,521 | $685,708.97 | $687,804.4 | $2,095.43 | 0.31% |
| GBW Granite Bay Wealth Management LLC Granite Bay Wealth Management LLC | 2,794 | $755,246.14 | $762,286.99 | $7,040.85 | 0.93% |
Russell Mohberg Regatta Capital Group LLC | 7,967 | $2.04M | $2.2M | $156,072.91 | 7.65% |
Timothy Taylor TCM Advisors LLC | 2,200 | $586,909.02 | $606,540 | $19,630.98 | 3.34% |
Courtney Lawson Autumn Glory Partners LLC | 2,233 | $599,837.74 | $604,339.14 | $4,501.4 | 0.75% |
Jeremy Baltz Raleigh Capital Management Inc. | 1,692 | $479,983.76 | $457,922.9 | -$22,060.86 | -4.6% |
Robert Sinnaeve SS&H Financial Advisors Inc. | 1,990 | $526,294.11 | $538,573.62 | $12,279.51 | 2.33% |
Michelle McCarthy Vantage Financial Partners LLC | 1,480 | $451,158.83 | $400,547.21 | -$50,611.62 | -11.22% |
Allison Tronnes Forum Financial Management LP | 9,360 | $2.65M | $2.53M | -$120,065.59 | -4.53% |
| DC Debora Caley Richwood Investment Advisors LLC | 3,800 | $1.19M | $1.03M | -$158,455.46 | -13.35% |
Paul Elam Oak Harbor Wealth Partners LLC | 11,163 | $3.1M | $3.06M | -$37,703.1 | -1.22% |