| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Stefan Demuth Ameliora Wealth Management Ltd. | 1,080 | $81,529.2 | $93,873.6 | $12,344.4 | 15.14% |
| CC Cheung Chan Chemistry Wealth Management LLC | 2,914 | $186,233.74 | $253,284.88 | $67,051.14 | 36% |
| AE Alexis Eubanks TILIA FIDUCIARY PARTNERS Inc. | 36,515 | $2.67M | $3.15M | $482,739.89 | 18.11% |
Marshall McCormick Fingerlakes Wealth Management Inc. | 16,669 | $1.39M | $1.45M | $57,449.64 | 4.13% |
Jay Richards Investment Advisory Group LLC | 2,282 | $200,291.14 | $193,102.84 | -$7,188.3 | -3.59% |
Andrew Burkey Joseph Group Capital Management | 622 | $52,537.53 | $52,633.64 | $96.11 | 0.18% |
Sean Reitenbach Prosperity Consulting Group LLC | 12,738 | $1.06M | $1.09M | $34,118.36 | 3.22% |
Kathleen Thornhill Confluence Wealth Services Inc. | 56,639 | $4.43M | $4.92M | $488,671.14 | 11.02% |
Bill McVay Red Tortoise LLC | 158 | $9,596.92 | $13,733.36 | $4,136.44 | 43.1% |
Samantha Pierangeli City State Bank | 10,466 | $808,130.67 | $909,704.72 | $101,574.05 | 12.57% |
| TRI Trail Ridge Investment Advisors LLC Trail Ridge Investment Advisors LLC | 20,424 | $1.83M | $1.75M | -$74,396.38 | -4.07% |
| TA Thomas Anderton 626 Financial LLC | 2,981 | $272,884.37 | $259,108.52 | -$13,775.85 | -5.05% |
Morgan Christen Spinnaker Investment Group LLC | 2,772 | $225,217.58 | $240,942.24 | $15,724.66 | 6.98% |
| MWM Marion Wealth Management Marion Wealth Management | 20,397 | $1.61M | $1.77M | $167,174.84 | 10.41% |
Brenda Bickle Adamsbrown Wealth Consultants LLC | 2,672 | $247,853.43 | $232,250.24 | -$15,603.19 | -6.3% |
W. Travis McKinney HB Wealth Management LLC | 220,760 | $17.23M | $19.19M | $1.96M | 11.35% |
| LF Lukas Feh LGT Group Foundation | 2.55M | $197.03M | $215.76M | $18.72M | 9.5% |
Martin Schoeffel LGT Fund Management Co. Ltd. | 184,907 | $16.23M | $15.65M | -$579,671.61 | -3.57% |
| MC mike Chen Byrne Asset Management LLC | 1,484 | $125,442.52 | $129,404.8 | $3,962.28 | 3.16% |
Mark Perrault Intergy Private Wealth LLC | 4,619 | $336,734.29 | $401,483.48 | $64,749.19 | 19.23% |