| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Scott Ungar BlackDiamond Wealth Management LLC | 4,654 | $437,649.54 | $924,144.78 | $486,495.24 | 111.16% |
J. Adam Causey Jackson Thornton Wealth Management LLC | 1,211 | $250,640.67 | $238,809.2 | -$11,831.47 | -4.72% |
| HC Harry Cowley Stonegate Investment Group LLC | 26,575 | $3M | $5.24M | $2.24M | 74.85% |
Dominic Corabi Wedmont Private Capital | 3,949 | $412,649.36 | $774,122.47 | $361,473.11 | 87.6% |
Susan M. Stiles Stiles Financial Services Inc. | 1,346 | $147,445.31 | $267,773.24 | $120,327.93 | 81.61% |
Barry Oliver Capital Performance Advisors LLP | 1,705 | $214,271.11 | $337,283.1 | $123,011.99 | 57.41% |
Katherine Andersen Western Pacific Wealth Management LP | 83 | $13,502.64 | $16,512.02 | $3,009.38 | 22.29% |
Albert Luong Canoe Financia LLP | 698,838 | $71.37M | $137.43M | $66.07M | 92.57% |
Dave Reichert Echo45 Advisors LLC | 1,308 | $197,049.66 | $257,244.36 | $60,194.7 | 30.55% |
Michael Hogan Promethos Capital LLC | 1,800 | $372,546 | $352,602 | -$19,944 | -5.35% |
Lindsey Seagraves Carson Advisory Inc. | 1,261 | $134,215.83 | $251,002.05 | $116,786.22 | 87.01% |
| CC Cheung Chan Chemistry Wealth Management LLC | 2,146 | $236,639.42 | $427,096.92 | $190,457.5 | 80.48% |
Sean Reitenbach Prosperity Consulting Group LLC | 3,002 | $512,183.2 | $592,489.73 | $80,306.53 | 15.68% |
W. Travis McKinney HB Wealth Management LLC | 6,830 | $910,701.69 | $1.34M | $432,622.71 | 47.5% |
| LF Lukas Feh LGT Group Foundation | 135,667 | $27.13M | $26.84M | -$290,541.1 | -1.07% |
Martin Schoeffel LGT Fund Management Co. Ltd. | 34,394 | $7.12M | $6.82M | -$294,756.58 | -4.14% |
Mark Perrault Intergy Private Wealth LLC | 1,174 | $242,982.78 | $233,426.42 | -$9,556.36 | -3.93% |
Courtney Lawson Autumn Glory Partners LLC | 1,500 | $220,980 | $298,050 | $77,070 | 34.88% |
Paul Elam Oak Harbor Wealth Partners LLC | 7,613 | $877,271.95 | $1.51M | $635,735.67 | 72.47% |
Christopher Clancy Global Wealth Strategies & Associates | 1,095 | $215,266 | $216,623.85 | $1,357.85 | 0.63% |