| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Bill McVay Red Tortoise LLC | 2,720 | $239,938.55 | $353,246.4 | $113,307.85 | 47.22% |
Samantha Pierangeli City State Bank | 2,221 | $355,703.99 | $288,441.27 | -$67,262.72 | -18.91% |
Roger Steed KRS Capital Management LLC | 9,436 | $938,065.34 | $1.23M | $287,387.98 | 30.64% |
Brett Lee Planning Center Inc. | 6,377 | $1.18M | $828,180.99 | -$350,900.34 | -29.76% |
| TA Thomas Anderton 626 Financial LLC | 1,958 | $163,060.52 | $254,285.46 | $91,224.94 | 55.95% |
| YR Yarenis Rodriguez Pursue Wealth Partners LLC | 3,400 | $576,709.92 | $499,868.01 | -$76,841.91 | -13.32% |
| MWM Marion Wealth Management Marion Wealth Management | 12,411 | $1.54M | $1.61M | $76,375.98 | 4.97% |
Brenda Bickle Adamsbrown Wealth Consultants LLC | 1,392 | $243,938.11 | $180,779.04 | -$63,159.07 | -25.89% |
W. Travis McKinney HB Wealth Management LLC | 185,529 | $19.22M | $24.09M | $4.88M | 25.37% |
| LF Lukas Feh LGT Group Foundation | 102,944 | $13.17M | $15.13M | $1.96M | 14.89% |
Martin Schoeffel LGT Fund Management Co. Ltd. | 80,023 | $12.99M | $11.76M | -$1.23M | -9.48% |
Joel A. Schreiber SFI Advisors LLC | 1,725 | $252,798.75 | $224,025.75 | -$28,773 | -11.38% |
| MC mike Chen Byrne Asset Management LLC | 7,653 | $813,993.89 | $1.11M | $291,022.78 | 35.75% |
| NWL Nicholas Wealth LLC Nicholas Wealth LLC | 9,124 | $1.44M | $1.18M | -$254,418.26 | -17.68% |
Taylor Fairman Eagle Rock Investment Company LLC | 16,520 | $1.48M | $2.15M | $664,987.51 | 44.92% |
Russell Mohberg Regatta Capital Group LLC | 5,788 | $498,451.68 | $887,184.64 | $388,732.96 | 77.99% |
Courtney Lawson Autumn Glory Partners LLC | 2,413 | $418,866.8 | $313,376.31 | -$105,490.49 | -25.18% |
| FCI Family CFO Inc Family CFO Inc | 1,562 | $137,419.46 | $202,856.94 | $65,437.48 | 47.62% |
Jeremy Baltz Raleigh Capital Management Inc. | 4,823 | $715,880.51 | $626,363.01 | -$89,517.5 | -12.5% |
Robert Sinnaeve SS&H Financial Advisors Inc. | 47,650 | $4.8M | $6.19M | $1.39M | 28.89% |