| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Sean Reitenbach Prosperity Consulting Group LLC | 5,036 | $1.11M | $1.95M | $834,629.15 | 74.9% |
Kathleen Thornhill Confluence Wealth Services Inc. | 2,397 | $504,401.65 | $795,396.49 | $290,994.84 | 57.69% |
Bill McVay Red Tortoise LLC | 78 | $5,442.06 | $25,882.74 | $20,440.68 | 375.61% |
Gery Sadzewicz Forum Private Client Group LLC | 683 | $232,916.65 | $264,327.83 | $31,411.18 | 13.49% |
| JBS Joseph Blane Shea Horizon Family Wealth Inc. | 2,183 | $362,646.84 | $840,542.32 | $477,895.48 | 131.78% |
Samantha Pierangeli City State Bank | 519 | $105,567.66 | $172,219.76 | $66,652.1 | 63.14% |
Roger Steed KRS Capital Management LLC | 22,659 | $2.6M | $7.52M | $4.92M | 189.48% |
John Swift Benchmark Investment Advisors LLC | 14,929 | $2.3M | $5.78M | $3.48M | 151.57% |
Morgan Christen Spinnaker Investment Group LLC | 1,146 | $390,808.91 | $380,277.17 | -$10,531.74 | -2.69% |
| YR Yarenis Rodriguez Pursue Wealth Partners LLC | 12,960 | $2.08M | $4.72M | $2.64M | 126.96% |
| MWM Marion Wealth Management Marion Wealth Management | 2,847 | $488,055.68 | $944,719.98 | $456,664.3 | 93.57% |
Brenda Bickle Adamsbrown Wealth Consultants LLC | 1,298 | $208,095.36 | $430,715.33 | $222,619.97 | 106.98% |
W. Travis McKinney HB Wealth Management LLC | 49,347 | $8.48M | $16.37M | $7.9M | 93.2% |
| LF Lukas Feh LGT Group Foundation | 182,846 | $34.97M | $66.52M | $31.55M | 90.23% |
Martin Schoeffel LGT Fund Management Co. Ltd. | 67,530 | $12.91M | $24.57M | $11.65M | 90.21% |
| MC mike Chen Byrne Asset Management LLC | 192 | $32,812.8 | $69,630.72 | $36,817.92 | 112.21% |
Mark Perrault Intergy Private Wealth LLC | 770 | $262,585.39 | $255,509.09 | -$7,076.3 | -2.69% |
| NWL Nicholas Wealth LLC Nicholas Wealth LLC | 6,579 | $1.19M | $2.18M | $991,393.29 | 83.19% |
Maria Howe Carroll Investors Inc. | 58,834 | $5.42M | $19.52M | $14.1M | 260.1% |
Taylor Fairman Eagle Rock Investment Company LLC | 12,091 | $1.96M | $4.01M | $2.05M | 104.78% |