| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
James Langer Redmont Wealth Advisors LLC | 138 | $60,226.93 | $64,560.54 | $4,333.61 | 7.2% |
Samantha Pierangeli City State Bank | 136 | $62,863.28 | $63,001.32 | $138.04 | 0.22% |
| KKS Karl K. Segerberg Settian Capita LLP | 2,000 | $899,260 | $926,440 | $27,180 | 3.02% |
W. Travis McKinney HB Wealth Management LLC | 12,168 | $5.3M | $5.55M | $247,124.44 | 4.66% |
| LF Lukas Feh LGT Group Foundation | 13,137 | $4.94M | $6.14M | $1.2M | 24.31% |
Martin Schoeffel LGT Fund Management Co. Ltd. | 558 | $231,731.82 | $258,275.88 | $26,544.06 | 11.45% |
Paul Elam Oak Harbor Wealth Partners LLC | 10,964 | $2.94M | $5.08M | $2.14M | 72.98% |
William Jollie Quent Capital LLC | 267 | $119,717.79 | $121,824.09 | $2,106.3 | 1.76% |
| RFA Resurgent Financial Advisors LLC Resurgent Financial Advisors LLC | 1,701 | $376,005.75 | $795,778.83 | $419,773.08 | 111.64% |
| SMP Sotirios Mike Pappas Mystic Asset Management Inc. | 834 | $377,838.36 | $380,629.27 | $2,790.91 | 0.74% |
Missy Straw Nilsine Partners LLC | 1,622 | $503,252.37 | $759,696.14 | $256,443.77 | 50.96% |
Dalila Toledo Ascent Group LLC | 1,670 | $717,026.25 | $773,619.15 | $56,592.9 | 7.89% |
| EM Erin Mccann Simplicity Wealth LLC | 2,337 | $966,947.45 | $1.07M | $102,463.75 | 10.6% |
Ed West Values First Advisors Inc. | 6,539 | $2.75M | $3.03M | $279,053.32 | 10.14% |
Nicole Goff Retirement Solution LLC | 596 | $247,512.84 | $273,045.48 | $25,532.64 | 10.32% |
Daniel Hays Comprehensive Financial Consultants Institutional Inc. | 11,146 | $3.17M | $5.09M | $1.92M | 60.46% |
Taro Kuriyama Axq Capita LLP | 2,547 | $1.06M | $1.16M | $106,820.81 | 10.1% |
Katie Christensen iSAM Funds UKK) Ltd | 560 | $214,659.22 | $261,318.4 | $46,659.18 | 21.74% |
| HKI Hutchens & Kramer Investment Management Group LLC Hutchens & Kramer Investment Management Group LLC | 1,673 | $724,943.43 | $776,272 | $51,328.57 | 7.08% |
Kristen Williams Athena Investment Management | 1,116 | $270,295.2 | $515,826.36 | $245,531.16 | 90.84% |