| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| LF Lukas Feh LGT Group Foundation | 1,710 | $569,970.11 | $1.05M | $482,038.99 | 84.57% |
Martin Schoeffel LGT Fund Management Co. Ltd. | 1,900 | $1.07M | $1.18M | $109,934.02 | 10.3% |
Allison Tronnes Forum Financial Management LP | 501 | $107,254.04 | $307,193.16 | $199,939.12 | 186.42% |
William Jollie Quent Capital LLC | 29 | $15,148.09 | $18,229.4 | $3,081.31 | 20.34% |
Dalila Toledo Ascent Group LLC | 20,413 | $7.3M | $12.8M | $5.49M | 75.24% |
Ed West Values First Advisors Inc. | 36,995 | $19.59M | $22.92M | $3.33M | 16.98% |
Mark Fiskio Empirical Asset Management LLC | 1,145 | $407,629.8 | $705,320 | $297,690.2 | 73.03% |
Timothy Gerlach Novem Group | 2,105 | $723,822.17 | $1.3M | $572,857.83 | 79.14% |
Amanda Hawley Atria Wealth Solutions Inc. | 2,984 | $904,370.2 | $1.88M | $971,372.2 | 107.41% |
Jeffrey Gilbert Balboa Wealth Partners | 811 | $411,335.09 | $499,186.72 | $87,851.63 | 21.36% |
Edward Lowndes Angeles Wealth Management LLC | 916 | $314,980.16 | $562,687.81 | $247,707.65 | 78.64% |
CJ Harrison DecisionPoint Financial LLC | 2 | $866 | $1,257.2 | $391.2 | 45.17% |
| JG John Ginter Callan Family Office LLC | 475 | $266,751.98 | $300,903 | $34,151.02 | 12.8% |
| DT Desaree Tatum Heritage Wealth Management Inc. | 515 | $272,739 | $316,740.45 | $44,001.45 | 16.13% |
Mariana Coli Dunhill Financial LLC | 1 | $480.19 | $628.6 | $148.41 | 30.91% |
Drew Phillips Fortitude Family Office LLC | 67 | $34,302.36 | $42,116.2 | $7,813.84 | 22.78% |
Bert D. Barre Colonial Trust Co. / SC | 65 | $21,411.25 | $40,931.15 | $19,519.9 | 91.17% |
Loni Adams Daymark Wealth Partners LLC | 557 | $267,465.84 | $349,261.28 | $81,795.44 | 30.58% |
Brian Matter Creative Capital Management Investments LLC | 6 | $3,177.54 | $3,771.6 | $594.06 | 18.7% |
| QS Quentin Stoker Gallacher Capital Management LLC | 615 | $220,181.92 | $378,243.45 | $158,061.53 | 71.79% |