| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| LF Lukas Feh LGT Group Foundation | 13,137 | $4.94M | $6.14M | $1.2M | 24.29% |
Martin Schoeffel LGT Fund Management Co. Ltd. | 558 | $231,731.82 | $260,820.37 | $29,088.55 | 12.55% |
Paul Elam Oak Harbor Wealth Partners LLC | 10,964 | $2.94M | $5.19M | $2.26M | 76.74% |
William Jollie Quent Capital LLC | 267 | $119,717.79 | $124,835.85 | $5,118.06 | 4.28% |
| RFA Resurgent Financial Advisors LLC Resurgent Financial Advisors LLC | 1,701 | $376,005.75 | $793,533.53 | $417,527.78 | 111.04% |
| SMP Sotirios Mike Pappas Mystic Asset Management Inc. | 834 | $377,838.36 | $385,291.32 | $7,452.96 | 1.97% |
Missy Straw Nilsine Partners LLC | 1,622 | $503,252.37 | $706,786.5 | $203,534.13 | 40.44% |
Dalila Toledo Ascent Group LLC | 1,702 | $726,411.21 | $741,646.5 | $15,235.29 | 2.1% |
| EM Erin Mccann Simplicity Wealth LLC | 2,337 | $966,947.45 | $1.11M | $140,299.78 | 14.51% |
Ed West Values First Advisors Inc. | 6,539 | $2.75M | $2.85M | $96,353.66 | 3.5% |
Nicole Goff Retirement Solution LLC | 596 | $247,512.84 | $275,340.08 | $27,827.24 | 11.24% |
Daniel Hays Comprehensive Financial Consultants Institutional Inc. | 11,738 | $3.33M | $5.11M | $1.78M | 53.55% |
Taro Kuriyama Axq Capita LLP | 2,547 | $1.06M | $1.21M | $148,999.13 | 14.09% |
Katie Christensen iSAM Funds UKK) Ltd | 560 | $214,659.22 | $263,054.4 | $48,395.18 | 22.55% |
| HKI Hutchens & Kramer Investment Management Group LLC Hutchens & Kramer Investment Management Group LLC | 1,673 | $724,943.43 | $729,009.75 | $4,066.32 | 0.56% |
Kristen Williams Athena Investment Management | 1,116 | $270,295.2 | $528,749.64 | $258,454.44 | 95.62% |
Leanne Menzel Smallwood Wealth Investment Management LLC | 491 | $220,768.33 | $213,953.25 | -$6,815.08 | -3.09% |
David K. Balsdon Harvest Portfolios Group Inc. | 69,663 | $22.06M | $32.72M | $10.66M | 48.31% |
Timothy Gerlach Novem Group | 2,552 | $978,232.5 | $1.11M | $133,801.5 | 13.68% |
Daniel Ronan Catalyst Financial Partners LLC | 643 | $280,742.85 | $280,187.25 | -$555.6 | -0.2% |