| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Andrew Burkey Joseph Group Capital Management | 23,758 | $4.6M | $5.12M | $516,330.91 | 11.23% |
Sean Reitenbach Prosperity Consulting Group LLC | 4,595 | $680,930.2 | $959,757.65 | $278,827.45 | 40.95% |
Kathleen Thornhill Confluence Wealth Services Inc. | 2,758 | $602,485.1 | $583,096.36 | -$19,388.74 | -3.22% |
James Langer Redmont Wealth Advisors LLC | 34 | $9,073.24 | $7,188.28 | -$1,884.96 | -20.77% |
Samantha Pierangeli City State Bank | 482 | $66,831.4 | $101,904.44 | $35,073.04 | 52.48% |
| TRI Trail Ridge Investment Advisors LLC Trail Ridge Investment Advisors LLC | 3,043 | $387,769.41 | $635,591.41 | $247,822 | 63.91% |
| JRF James Reed Financial Services Inc. James Reed Financial Services Inc. | 3,440 | $359,441.91 | $727,284.8 | $367,842.89 | 102.34% |
W. Travis McKinney HB Wealth Management LLC | 32,255 | $7.27M | $6.82M | -$445,713.36 | -6.14% |
| LF Lukas Feh LGT Group Foundation | 113,853 | $27M | $24.52M | -$2.48M | -9.18% |
Martin Schoeffel LGT Fund Management Co. Ltd. | 32,767 | $7.85M | $7.06M | -$792,413.63 | -10.1% |
| MC mike Chen Byrne Asset Management LLC | 125 | $13,425.65 | $26,595 | $13,169.35 | 98.09% |
| MPR Maureen P. Ruggiero Mendel Capital Management LLC | 2,773 | $721,473.7 | $586,267.66 | -$135,206.04 | -18.74% |
Maria Howe Carroll Investors Inc. | 20,043 | $3.76M | $4.24M | $476,804 | 12.68% |
Taylor Fairman Eagle Rock Investment Company LLC | 3,229 | $372,515.93 | $682,675.18 | $310,159.25 | 83.26% |
| JRS James RG Skjong Ulland Investment Advisors LLC | 425 | $43,626.25 | $89,853.5 | $46,227.25 | 105.96% |
Courtney Lawson Autumn Glory Partners LLC | 2,027 | $470,452.48 | $428,548.34 | -$41,904.14 | -8.91% |
Matt Monson Sovereign's Capital Management LLC | 19,250 | $4.54M | $4.03M | -$509,394.43 | -11.21% |
| LWL Leo Wealth LLC Leo Wealth LLC | 13,542 | $2.84M | $2.86M | $19,191.9 | 0.67% |
William Jollie Quent Capital LLC | 772 | $172,342.97 | $166,234.76 | -$6,108.21 | -3.54% |
| SMP Sotirios Mike Pappas Mystic Asset Management Inc. | 1,526 | $354,650.27 | $326,487.7 | -$28,162.57 | -7.94% |