| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Stefan Demuth Ameliora Wealth Management Ltd. | 110 | $19,552.5 | $13,536.6 | -$6,015.9 | -30.77% |
| CC Cheung Chan Chemistry Wealth Management LLC | 3,337 | $124,136.4 | $410,651.21 | $286,514.81 | 230.81% |
Jay Richards Investment Advisory Group LLC | 4,278 | $417,339.24 | $677,763.5 | $260,424.26 | 62.4% |
Andrew Burkey Joseph Group Capital Management | 509 | $78,881.97 | $80,640.86 | $1,758.89 | 2.23% |
Sean Reitenbach Prosperity Consulting Group LLC | 10,531 | $1.37M | $1.3M | -$73,140.09 | -5.34% |
Kathleen Thornhill Confluence Wealth Services Inc. | 3,914 | $456,646.38 | $481,656.83 | $25,010.45 | 5.48% |
Samantha Pierangeli City State Bank | 1,720 | $169,988.52 | $211,663.2 | $41,674.68 | 24.52% |
| GC Gregory Clinton KRAEMATON INVESTMENT ADVISORS Inc. | 10,767 | $408,234.13 | $1.32M | $916,752.87 | 224.57% |
Roger Steed KRS Capital Management LLC | 11,226 | $655,994.07 | $1.38M | $725,477.47 | 110.59% |
John Swift Benchmark Investment Advisors LLC | 24,525 | $3.59M | $3.02M | -$569,470.55 | -15.87% |
Brenda Bickle Adamsbrown Wealth Consultants LLC | 6,168 | $870,639.72 | $759,034.07 | -$111,605.65 | -12.82% |
W. Travis McKinney HB Wealth Management LLC | 96,614 | $8.59M | $11.89M | $3.3M | 38.43% |
| JF Joshua Frierdich Mid-American Wealth Advisory Group Inc. | 3,152 | $367,743.84 | $387,885.11 | $20,141.27 | 5.48% |
| LF Lukas Feh LGT Group Foundation | 89,118 | $9.49M | $15.33M | $5.84M | 61.54% |
Martin Schoeffel LGT Fund Management Co. Ltd. | 35,800 | $4.18M | $6.16M | $1.98M | 47.42% |
| MC mike Chen Byrne Asset Management LLC | 1,123 | $82,399.4 | $177,916.88 | $95,517.48 | 115.92% |
Roger Wittlin Roger Wittlin Investment Advisory LLC | 5,336 | $45,089.2 | $656,648.15 | $611,558.95 | 1,356.33% |
| JAI Josh Arnold Investment Consultant LLC Josh Arnold Investment Consultant LLC | 21,025 | $2.16M | $2.59M | $427,104.91 | 19.77% |
| NWL Nicholas Wealth LLC Nicholas Wealth LLC | 9,634 | $792,570.65 | $1.19M | $392,989.37 | 49.58% |
Maria Howe Carroll Investors Inc. | 237,697 | $8.93M | $29.25M | $20.32M | 227.42% |