| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| EI Excelsior Investors Intelligent Financial Strategies | 1 | $151.56 | $158.02 | $6.46 | 4.26% |
| TRI Trail Ridge Investment Advisors LLC Trail Ridge Investment Advisors LLC | 4,021 | $621,554.45 | $632,463.09 | $10,908.64 | 1.76% |
| TA Thomas Anderton 626 Financial LLC | 8,054 | $1.09M | $1.27M | $180,318.36 | 16.5% |
Morgan Christen Spinnaker Investment Group LLC | 5,967 | $963,013.92 | $948,484.48 | -$14,529.44 | -1.51% |
Michael Hackman HFG Advisors Inc. | 18,928 | $3.19M | $2.97M | -$220,674.53 | -6.91% |
| MWM Marion Wealth Management Marion Wealth Management | 14,602 | $2.35M | $2.33M | -$16,322.84 | -0.7% |
Brenda Bickle Adamsbrown Wealth Consultants LLC | 1,903 | $286,123.47 | $302,310.58 | $16,187.11 | 5.66% |
W. Travis McKinney HB Wealth Management LLC | 268,418 | $41.84M | $42.16M | $321,026.09 | 0.77% |
| LF Lukas Feh LGT Group Foundation | 638,215 | $107.33M | $101.18M | -$6.15M | -5.73% |
Martin Schoeffel LGT Fund Management Co. Ltd. | 209,824 | $31.73M | $33.37M | $1.64M | 5.17% |
| MC mike Chen Byrne Asset Management LLC | 6,368 | $1.04M | $1.01M | -$32,668.41 | -3.14% |
| MPR Maureen P. Ruggiero Mendel Capital Management LLC | 3,298 | $536,483.69 | $517,753.02 | -$18,730.67 | -3.49% |
| NWL Nicholas Wealth LLC Nicholas Wealth LLC | 1,571 | $230,377 | $249,192.02 | $18,815.02 | 8.17% |
Brian O'Rourke O'ROURKE & COMPANY Inc. | 6,179 | $988,412.72 | $981,472.36 | -$6,940.36 | -0.7% |
Nathan Geraci ETF Store Inc. | 5,516 | $802,400.44 | $866,894.56 | $64,494.12 | 8.04% |
| GBW Granite Bay Wealth Management LLC Granite Bay Wealth Management LLC | 4,906 | $747,293.94 | $780,176.65 | $32,882.71 | 4.4% |
Russell Mohberg Regatta Capital Group LLC | 14,403 | $2.14M | $2.29M | $158,080.41 | 7.4% |
Timothy Taylor TCM Advisors LLC | 2,300 | $350,314 | $363,400 | $13,086 | 3.74% |
| JRS James RG Skjong Ulland Investment Advisors LLC | 1,180 | $192,593.2 | $187,566.9 | -$5,026.3 | -2.61% |
Courtney Lawson Autumn Glory Partners LLC | 16,035 | $2.37M | $2.55M | $180,752.01 | 7.62% |