| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Caroline Jankowski Operose Advisors LLC | 8 | $461.12 | $497.44 | $36.32 | 7.88% |
Ana-Maria Ignat Covestor Ltd | 280 | $18,111.52 | $17,530.8 | -$580.72 | -3.21% |
Kathryn Brown Morton Brown Family Wealth LLC | 764 | $53,218.41 | $47,604.84 | -$5,613.57 | -10.55% |
Marshall McCormick Fingerlakes Wealth Management Inc. | 4,053 | $254,606.16 | $252,542.43 | -$2,063.73 | -0.81% |
Andrew Burkey Joseph Group Capital Management | 627 | $35,444.3 | $39,344.25 | $3,899.95 | 11% |
Sean Reitenbach Prosperity Consulting Group LLC | 15,192 | $904,327.7 | $944,638.56 | $40,310.86 | 4.46% |
Kathleen Thornhill Confluence Wealth Services Inc. | 20,134 | $1.21M | $1.25M | $40,096.33 | 3.3% |
Samantha Pierangeli City State Bank | 2,513 | $168,850.09 | $156,585.03 | -$12,265.06 | -7.26% |
Evan Shorten PARAGON FINANCIAL PARTNERS Inc. | 4,830 | $335,205.92 | $302,406.3 | -$32,799.62 | -9.78% |
| EI Excelsior Investors Intelligent Financial Strategies | 280 | $18,566.8 | $17,446.8 | -$1,120 | -6.03% |
| TA Thomas Anderton 626 Financial LLC | 3,496 | $201,509.44 | $217,835.76 | $16,326.32 | 8.1% |
Morgan Christen Spinnaker Investment Group LLC | 6,196 | $424,127.74 | $386,072.76 | -$38,054.98 | -8.97% |
W. Travis McKinney HB Wealth Management LLC | 113,811 | $7.67M | $7.09M | -$581,484.01 | -7.58% |
| LF Lukas Feh LGT Group Foundation | 451,761 | $30.33M | $27.8M | -$2.53M | -8.35% |
Martin Schoeffel LGT Fund Management Co. Ltd. | 45,588 | $2.87M | $2.81M | -$63,891.62 | -2.23% |
| MC mike Chen Byrne Asset Management LLC | 585 | $38,907.25 | $36,621 | -$2,286.25 | -5.88% |
Jeremy Baltz Raleigh Capital Management Inc. | 20,034 | $1.15M | $1.25M | $93,447.86 | 8.09% |
| LWL Leo Wealth LLC Leo Wealth LLC | 8,205 | $553,197.28 | $511,253.55 | -$41,943.73 | -7.58% |
William Jollie Quent Capital LLC | 8,163 | $473,868.08 | $511,085.43 | $37,217.35 | 7.85% |
| SMP Sotirios Mike Pappas Mystic Asset Management Inc. | 9,688 | $646,910.64 | $596,102.64 | -$50,808 | -7.85% |