| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| KMT Kirk M. Tokheim Ameritas Advisory Services LLC | 1,785 | $292,496.31 | $386,568.52 | $94,072.21 | 32.16% |
Christian Keedy Guardian Wealth Advisors LLC / Nc | 4,461 | $742,066.23 | $966,096.46 | $224,030.23 | 30.19% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 727 | $114,772.13 | $152,313.77 | $37,541.64 | 32.71% |
Scott Ungar BlackDiamond Wealth Management LLC | 4,654 | $437,649.54 | $981,016.61 | $543,367.07 | 124.16% |
J. Adam Causey Jackson Thornton Wealth Management LLC | 1,211 | $250,640.67 | $252,541.93 | $1,901.26 | 0.76% |
| HC Harry Cowley Stonegate Investment Group LLC | 26,575 | $3M | $5.57M | $2.57M | 85.87% |
Dominic Corabi Wedmont Private Capital | 4,403 | $453,919.39 | $922,472.49 | $468,553.1 | 103.22% |
Susan M. Stiles Stiles Financial Services Inc. | 1,346 | $147,445.31 | $287,344.08 | $139,898.77 | 94.88% |
Barry Oliver Capital Performance Advisors LLP | 1,705 | $214,271.11 | $369,234.8 | $154,963.69 | 72.32% |
Katherine Andersen Western Pacific Wealth Management LP | 83 | $13,502.64 | $17,519.64 | $4,017 | 29.75% |
Albert Luong Canoe Financia LLP | 698,838 | $71.37M | $146.41M | $75.05M | 105.16% |
Dave Reichert Echo45 Advisors LLC | 1,246 | $184,428.32 | $261,049.45 | $76,621.13 | 41.55% |
Michael Hogan Promethos Capital LLC | 1,800 | $372,546 | $384,264 | $11,718 | 3.15% |
Lindsey Seagraves Carson Advisory Inc. | 1,261 | $134,215.83 | $265,806.18 | $131,590.35 | 98.04% |
| CC Cheung Chan Chemistry Wealth Management LLC | 2,146 | $236,639.42 | $449,608.44 | $212,969.02 | 90% |
Sean Reitenbach Prosperity Consulting Group LLC | 3,002 | $512,183.2 | $640,866.96 | $128,683.76 | 25.12% |
W. Travis McKinney HB Wealth Management LLC | 6,745 | $893,109.24 | $1.41M | $520,035.71 | 58.23% |
| LF Lukas Feh LGT Group Foundation | 135,667 | $27.13M | $28.6M | $1.47M | 5.41% |
Martin Schoeffel LGT Fund Management Co. Ltd. | 34,394 | $7.12M | $7.25M | $131,385.08 | 1.85% |
Mark Perrault Intergy Private Wealth LLC | 1,174 | $242,982.78 | $245,964.73 | $2,981.95 | 1.23% |