| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Bill McVay Red Tortoise LLC | 870 | $87,264.1 | $62,387.7 | -$24,876.4 | -28.51% |
Samantha Pierangeli City State Bank | 2,336 | $141,114.1 | $167,514.56 | $26,400.46 | 18.71% |
Evan Shorten PARAGON FINANCIAL PARTNERS Inc. | 16,453 | $1.09M | $1.22M | $133,753.14 | 12.32% |
Christopher Pelch Vance Wealth LLC | 8,600 | $302,908.52 | $616,706 | $313,797.48 | 103.59% |
| JG Jeffrey Gomez G2 Capital Management LLC / Oh | 10,492 | $292,208 | $752,381.32 | $460,173.32 | 157.48% |
John Swift Benchmark Investment Advisors LLC | 29,835 | $2.67M | $2.14M | -$526,969.8 | -19.76% |
| TRI Trail Ridge Investment Advisors LLC Trail Ridge Investment Advisors LLC | 2,319 | $299,950.52 | $166,295.49 | -$133,655.03 | -44.56% |
| TA Thomas Anderton 626 Financial LLC | 7,043 | $943,128.13 | $505,053.53 | -$438,074.6 | -46.45% |
| MWM Marion Wealth Management Marion Wealth Management | 3,310 | $380,124.91 | $237,360.1 | -$142,764.81 | -37.56% |
Brenda Bickle Adamsbrown Wealth Consultants LLC | 3,997 | $311,347.63 | $286,624.87 | -$24,722.76 | -7.94% |
W. Travis McKinney HB Wealth Management LLC | 237,387 | $17.85M | $17.02M | -$822,086.39 | -4.61% |
| LF Lukas Feh LGT Group Foundation | 307,379 | $26.18M | $22.04M | -$4.13M | -15.79% |
Martin Schoeffel LGT Fund Management Co. Ltd. | 170,623 | $16.92M | $12.24M | -$4.68M | -27.67% |
Joel A. Schreiber SFI Advisors LLC | 5,640 | $132,765.6 | $404,444.4 | $271,678.8 | 204.63% |
| MC mike Chen Byrne Asset Management LLC | 4,068 | $261,313.6 | $299,282.76 | $37,969.16 | 14.53% |
| GBW Granite Bay Wealth Management LLC Granite Bay Wealth Management LLC | 2,365 | $164,521.8 | $169,594.15 | $5,072.35 | 3.08% |
Russell Mohberg Regatta Capital Group LLC | 27,537 | $1.77M | $1.97M | $203,374.79 | 11.48% |
| JRS James RG Skjong Ulland Investment Advisors LLC | 140 | $14,976.6 | $10,039.4 | -$4,937.2 | -32.97% |
Jeremy Baltz Raleigh Capital Management Inc. | 816 | $88,619.12 | $58,515.36 | -$30,103.76 | -33.97% |
Robert Sinnaeve SS&H Financial Advisors Inc. | 2,250 | $200,542.5 | $161,347.5 | -$39,195 | -19.54% |