| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Sean Reitenbach Prosperity Consulting Group LLC | 27,182 | $3.56M | $3.61M | $57,257.75 | 1.61% |
Kathleen Thornhill Confluence Wealth Services Inc. | 49,534 | $4.64M | $6.45M | $1.81M | 38.87% |
James Langer Redmont Wealth Advisors LLC | 222 | $18,612.32 | $28,904.4 | $10,292.08 | 55.3% |
Bill McVay Red Tortoise LLC | 267 | $29,492.69 | $34,763.4 | $5,270.71 | 17.87% |
Samantha Pierangeli City State Bank | 13,960 | $1.52M | $1.82M | $294,185.33 | 19.31% |
Evan Shorten PARAGON FINANCIAL PARTNERS Inc. | 3,439 | $289,059.07 | $442,186.62 | $153,127.55 | 52.97% |
Christopher Pelch Vance Wealth LLC | 1,649 | $211,896.5 | $224,000.16 | $12,103.66 | 5.71% |
Roger Steed KRS Capital Management LLC | 3,029 | $334,167.4 | $394,375.8 | $60,208.4 | 18.02% |
Brett Lee Planning Center Inc. | 2,199 | $232,503.81 | $286,309.8 | $53,805.99 | 23.14% |
| BFA Blackston Financial Advisory Group LLC Blackston Financial Advisory Group LLC | 3,420 | $306,979.2 | $464,572.8 | $157,593.6 | 51.34% |
| TRI Trail Ridge Investment Advisors LLC Trail Ridge Investment Advisors LLC | 5,426 | $474,632.15 | $721,223.92 | $246,591.77 | 51.95% |
Morgan Christen Spinnaker Investment Group LLC | 2,671 | $292,882.49 | $347,764.2 | $54,881.71 | 18.74% |
Michael Hackman HFG Advisors Inc. | 1,898 | $200,459.83 | $244,044.84 | $43,585.01 | 21.74% |
Brenda Bickle Adamsbrown Wealth Consultants LLC | 3,627 | $290,793.06 | $472,235.4 | $181,442.34 | 62.4% |
W. Travis McKinney HB Wealth Management LLC | 241,439 | $23.16M | $31.44M | $8.28M | 35.75% |
| LF Lukas Feh LGT Group Foundation | 205,618 | $23.21M | $26.92M | $3.71M | 15.99% |
Martin Schoeffel LGT Fund Management Co. Ltd. | 39,522 | $3.81M | $5.17M | $1.36M | 35.66% |
Joel A. Schreiber SFI Advisors LLC | 1,892 | $243,122 | $246,338.4 | $3,216.4 | 1.32% |
| MC mike Chen Byrne Asset Management LLC | 3,027 | $238,130.5 | $388,454.91 | $150,324.41 | 63.13% |
Mark Perrault Intergy Private Wealth LLC | 4,099 | $436,477.47 | $533,689.8 | $97,212.33 | 22.27% |