| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| WTM W. Travis McKinney HB Wealth Management LLC | 7,607 | $1.16M | $1.64M | $475,457.92 | 40.91% |
| LF Lukas Feh LGT Group Foundation | 84,125 | $11.4M | $18.1M | $6.7M | 58.77% |
| MS Martin Schoeffel LGT Fund Management Co. Ltd. | 49,321 | $9.2M | $10.64M | $1.44M | 15.62% |
| BO Brian O'Rourke O'ROURKE & COMPANY Inc. | 2,124 | $261,118.64 | $456,553.8 | $195,435.16 | 74.85% |
| CL Courtney Lawson Autumn Glory Partners LLC | 3,585 | $603,364.2 | $771,205.2 | $167,841 | 27.82% |
| LWL Leo Wealth LLC Leo Wealth LLC | 1,309 | $214,294.25 | $281,461.18 | $67,166.93 | 31.34% |
| WJ William Jollie Quent Capital LLC | 586 | $109,974.62 | $126,288.86 | $16,314.24 | 14.83% |
| SMP Sotirios Mike Pappas Mystic Asset Management Inc. | 10,072 | $1.38M | $2.17M | $784,132.66 | 56.72% |
| MS Missy Straw Nilsine Partners LLC | 2,931 | $394,210.76 | $630,311.55 | $236,100.79 | 59.89% |
| DT Dalila Toledo Ascent Group LLC | 2,714 | $448,021.24 | $583,727.12 | $135,705.88 | 30.29% |
| EM Erin Mccann Simplicity Wealth LLC | 2,278 | $426,306.5 | $489,883.9 | $63,577.4 | 14.91% |
| MB Michael Byun SageView Advisory Group LLC | 2,184 | $371,311.29 | $469,669.2 | $98,357.91 | 26.49% |
| EMI Edward Mahaffy III Clientfirst Wealth Management LLC | 1,593 | $274,330.53 | $343,546.38 | $69,215.85 | 25.23% |
| HKI Hutchens & Kramer Investment Management Group LLC Hutchens & Kramer Investment Management Group LLC | 1,284 | $169,913.11 | $276,201.24 | $106,288.13 | 62.55% |
| LM Leanne Menzel Smallwood Wealth Investment Management LLC | 30 | $4,982.4 | $6,453 | $1,470.6 | 29.52% |
| DKB David K. Balsdon Harvest Portfolios Group Inc. | 4,730 | $799,286.98 | $1.02M | $218,041.42 | 27.28% |
| TG Timothy Gerlach Novem Group | 6,409 | $1.04M | $1.38M | $339,639.83 | 32.7% |
| DR Daniel Ronan Catalyst Financial Partners LLC | 1,588 | $246,520.44 | $341,610.56 | $95,090.12 | 38.57% |
| AH Amanda Hawley Atria Wealth Solutions Inc. | 4,542 | $605,573.62 | $978,119.7 | $372,546.08 | 61.52% |
| ML Mary Lecca ARGONAUTICA PRIVATE WEALTH MANAGEMENT Inc. | 1,119 | $210,002.87 | $240,517.86 | $30,514.99 | 14.53% |