| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| RW Ryan Westerbeck Greenup Street Wealth Management LLC | 25,273 | $2.22M | $2.38M | $161,590.24 | 7.28% |
Andrew Burkey Joseph Group Capital Management | 300 | $26,185.61 | $28,269 | $2,083.39 | 7.96% |
Sean Reitenbach Prosperity Consulting Group LLC | 18,961 | $1.68M | $1.79M | $109,383.49 | 6.52% |
Kathleen Thornhill Confluence Wealth Services Inc. | 2,784 | $217,792.32 | $262,336.32 | $44,544 | 20.45% |
Bill McVay Red Tortoise LLC | 162 | $12,590.64 | $15,265.26 | $2,674.62 | 21.24% |
Samantha Pierangeli City State Bank | 5,161 | $401,394.83 | $493,443.21 | $92,048.38 | 22.93% |
Christopher Pelch Vance Wealth LLC | 12,249 | $1.01M | $1.15M | $145,233.15 | 14.39% |
W. Travis McKinney HB Wealth Management LLC | 98,948 | $8.5M | $9.44M | $947,485.99 | 11.15% |
| LF Lukas Feh LGT Group Foundation | 573,090 | $46.62M | $53.3M | $6.68M | 14.33% |
Martin Schoeffel LGT Fund Management Co. Ltd. | 213,831 | $17.43M | $19.89M | $2.46M | 14.13% |
| MC mike Chen Byrne Asset Management LLC | 1,090 | $86,620.8 | $102,710.7 | $16,089.9 | 18.58% |
Mark Perrault Intergy Private Wealth LLC | 3,956 | $330,287.44 | $372,773.88 | $42,486.44 | 12.86% |
Russell Mohberg Regatta Capital Group LLC | 23,420 | $2.14M | $2.18M | $39,573.29 | 1.85% |
Timothy Taylor TCM Advisors LLC | 11,518 | $1.05M | $1.1M | $50,685.71 | 4.84% |
Courtney Lawson Autumn Glory Partners LLC | 48,026 | $3.87M | $4.47M | $595,805.68 | 15.39% |
Jeremy Baltz Raleigh Capital Management Inc. | 30,084 | $2.44M | $2.83M | $393,434.06 | 16.12% |
Robert Sinnaeve SS&H Financial Advisors Inc. | 19,871 | $1.78M | $1.87M | $90,610.57 | 5.09% |
| DC Debora Caley Richwood Investment Advisors LLC | 4,750 | $417,519.37 | $454,123.75 | $36,604.38 | 8.77% |
Paul Elam Oak Harbor Wealth Partners LLC | 9,971 | $844,982 | $927,402.73 | $82,420.73 | 9.75% |
| LWL Leo Wealth LLC Leo Wealth LLC | 4,643 | $446,010.36 | $437,509.89 | -$8,500.47 | -1.91% |