| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| BFA Blackston Financial Advisory Group LLC Blackston Financial Advisory Group LLC | 1,011 | $328,830.05 | $363,050.11 | $34,220.06 | 10.41% |
W. Travis McKinney HB Wealth Management LLC | 29,621 | $8.58M | $10.1M | $1.52M | 17.71% |
| LF Lukas Feh LGT Group Foundation | 96,445 | $32.26M | $35.65M | $3.4M | 10.53% |
Martin Schoeffel LGT Fund Management Co. Ltd. | 22,357 | $7.42M | $8.26M | $848,264.21 | 11.44% |
Robert Sinnaeve SS&H Financial Advisors Inc. | 15,030 | $5.16M | $5.12M | -$37,725 | -0.73% |
Allison Tronnes Forum Financial Management LP | 971 | $284,846.23 | $330,965.36 | $46,119.13 | 16.19% |
Christopher Clancy Global Wealth Strategies & Associates | 7,684 | $2.04M | $2.62M | $578,520.2 | 28.35% |
William Jollie Quent Capital LLC | 1,007 | $335,114.72 | $372,318.12 | $37,203.4 | 11.1% |
Marc H. Stone Tyler-Stone Wealth Management | 696 | $240,153.39 | $237,231.61 | -$2,921.78 | -1.22% |
Missy Straw Nilsine Partners LLC | 867 | $291,398.32 | $295,516.96 | $4,118.64 | 1.41% |
Dalila Toledo Ascent Group LLC | 6,114 | $2.08M | $2.08M | $894.52 | 0.04% |
Ed West Values First Advisors Inc. | 1 | $320.55 | $340.85 | $20.3 | 6.33% |
Nichole Raftopoulos Nvest Financial LLC | 5,218 | $1.8M | $1.78M | -$24,613.47 | -1.37% |
Taro Kuriyama Axq Capita LLP | 7,354 | $2.53M | $2.72M | $186,497.65 | 7.37% |
Thomas Mason Mason & Associates Inc. | 3,204 | $819,221.14 | $1.09M | $272,862.29 | 33.31% |
Katie Christensen iSAM Funds UKK) Ltd | 2,160 | $743,731 | $778,032.02 | $34,301.02 | 4.61% |
| CS Catherine Salsman Paragon Private Wealth Management LLC | 3,418 | $1.02M | $1.17M | $144,203.09 | 14.13% |
Anthony Chaves Dilation Capital Management LP | 46,615 | $15.47M | $15.89M | $417,843.19 | 2.7% |
| BAW Boyce & Associates Wealth Consulting Inc. Boyce & Associates Wealth Consulting Inc. | 798 | $214,074.3 | $271,998.31 | $57,924.01 | 27.06% |
Timothy Gerlach Novem Group | 1,362 | $463,278.66 | $464,237.71 | $959.05 | 0.21% |