| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Sean Reitenbach Prosperity Consulting Group LLC | 7,577 | $970,532.57 | $956,975.1 | -$13,557.47 | -1.4% |
Kathleen Thornhill Confluence Wealth Services Inc. | 1,624 | $220,003.28 | $205,143.68 | -$14,859.6 | -6.75% |
James Langer Redmont Wealth Advisors LLC | 63 | $6,622.56 | $7,967.61 | $1,345.05 | 20.31% |
Bill McVay Red Tortoise LLC | 22 | $2,480.06 | $2,777.61 | $297.55 | 12% |
Samantha Pierangeli City State Bank | 22 | $2,907.96 | $2,761.22 | -$146.74 | -5.05% |
| JCC Jason Cyril Crawshaw William Allan Corp | 1,628 | $215,171.39 | $207,570 | -$7,601.39 | -3.53% |
W. Travis McKinney HB Wealth Management LLC | 33,675 | $4.06M | $4.27M | $216,776.71 | 5.34% |
| LF Lukas Feh LGT Group Foundation | 605,484 | $66.45M | $76.61M | $10.16M | 15.3% |
Martin Schoeffel LGT Fund Management Co. Ltd. | 20,905 | $2.3M | $2.66M | $357,124.09 | 15.5% |
Roger Wittlin Roger Wittlin Investment Advisory LLC | 2,143 | $266,607.9 | $269,396.53 | $2,788.63 | 1.05% |
Mark Perrault Intergy Private Wealth LLC | 2,542 | $326,191.96 | $326,113.18 | -$78.78 | -0.02% |
Brian O'Rourke O'ROURKE & COMPANY Inc. | 2,524 | $317,859.49 | $320,749.92 | $2,890.43 | 0.91% |
Jeremy Baltz Raleigh Capital Management Inc. | 20,235 | $2.45M | $2.55M | $107,577.8 | 4.4% |
Edward A. McDonough McDonough Capital Management Inc. | 2,189 | $250,504.74 | $279,053.72 | $28,548.98 | 11.4% |
William Jollie Quent Capital LLC | 1,694 | $199,246.7 | $215,036.36 | $15,789.66 | 7.92% |
| SMP Sotirios Mike Pappas Mystic Asset Management Inc. | 1,659 | $211,787.94 | $210,593.46 | -$1,194.48 | -0.56% |
Marc H. Stone Tyler-Stone Wealth Management | 2,226 | $288,703.37 | $281,433.18 | -$7,270.19 | -2.52% |
Missy Straw Nilsine Partners LLC | 8,548 | $1.07M | $1.08M | $17,471.77 | 1.64% |
Dalila Toledo Ascent Group LLC | 19,347 | $2.48M | $2.43M | -$47,489.71 | -1.92% |
| EM Erin Mccann Simplicity Wealth LLC | 9,067 | $1.01M | $1.16M | $146,746.31 | 14.5% |