| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Kathleen Thornhill Confluence Wealth Services Inc. | 10,728 | $657,939.02 | $901,796.75 | $243,857.73 | 37.06% |
Bill McVay Red Tortoise LLC | 114 | $8,016.18 | $9,582.85 | $1,566.67 | 19.54% |
| WTM W. Travis McKinney HB Wealth Management LLC | 29,201 | $1.93M | $2.44M | $508,768.84 | 26.41% |
| LF Lukas Feh LGT Group Foundation | 12,187 | $781,967.73 | $1.02M | $242,472.71 | 31.01% |
Martin Schoeffel LGT Fund Management Co. Ltd. | 53,054 | $3.43M | $4.46M | $1.03M | 30.1% |
| MC mike Chen Byrne Asset Management LLC | 650 | $31,466.5 | $54,210 | $22,743.5 | 72.28% |
Jeremy Baltz Raleigh Capital Management Inc. | 226 | $18,097.33 | $18,848.4 | $751.07 | 4.15% |
| WJ William Jollie Quent Capital LLC | 487 | $31,300.88 | $40,761.9 | $9,461.02 | 30.23% |
| EW Ed West Values First Advisors Inc. | 36,258 | $2.25M | $3.02M | $769,178.4 | 34.11% |
Michael Byun SageView Advisory Group LLC | 1,343 | $85,567 | $112,409.1 | $26,842.1 | 31.37% |
| SCA Stacy C. Ambrosini Alley Investment Management Company LLC | 22,366 | $1.59M | $1.87M | $278,711.31 | 17.57% |
| PAT Patricia A. Thompson Leeward Investments LLC - MA | 224,409 | $14.36M | $18.78M | $4.42M | 30.77% |
| SM Sean Murray Quantum Financial Advisors LLC | 12,893 | $821,689.6 | $1.09M | $266,130.2 | 32.39% |
Mary Lecca ARGONAUTICA PRIVATE WEALTH MANAGEMENT Inc. | 5,792 | $286,689.21 | $488,687.84 | $201,998.63 | 70.46% |
Leonid Berline ARMSTRONG ADVISORY GROUP Inc. | 135 | $11,768.95 | $11,074.72 | -$694.23 | -5.9% |
| NH Nadine Hofstetter Northwest Bank & Trust Co. | 7,392 | $658,026.71 | $623,684.48 | -$34,342.23 | -5.22% |
| BFG Bleakley Financial Group LLC Bleakley Financial Group LLC | 17,000 | $1.07M | $1.42M | $353,370.3 | 33.15% |
| JG John Ginter Callan Family Office LLC | 108,308 | $7.31M | $9.12M | $1.81M | 24.7% |
Linda M. Dagilus Greenfield Savings Bank | 9,166 | $532,361.28 | $771,777.2 | $239,415.92 | 44.97% |
Albert Moore First National Advisers LLC | 46,514 | $3.92M | $3.92M | -$3,285.34 | -0.08% |