| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Ana-Maria Ignat Covestor Ltd | 83 | $13,700.08 | $18,501.53 | $4,801.45 | 35.05% |
| RW Ryan Westerbeck Greenup Street Wealth Management LLC | 1,401 | $272,167.57 | $321,347.37 | $49,179.8 | 18.07% |
Sean Reitenbach Prosperity Consulting Group LLC | 1,613 | $302,550.55 | $369,973.81 | $67,423.26 | 22.28% |
James Langer Redmont Wealth Advisors LLC | 56 | $9,140.88 | $12,844.72 | $3,703.84 | 40.52% |
Bill McVay Red Tortoise LLC | 23 | $2,702.04 | $5,275.51 | $2,573.47 | 95.24% |
| JCC Jason Cyril Crawshaw William Allan Corp | 2,707 | $415,634 | $620,904.59 | $205,270.59 | 49.39% |
W. Travis McKinney HB Wealth Management LLC | 8,229 | $1.28M | $1.89M | $609,287.03 | 47.67% |
| LF Lukas Feh LGT Group Foundation | 84,125 | $11.4M | $19.3M | $7.9M | 69.3% |
Martin Schoeffel LGT Fund Management Co. Ltd. | 49,321 | $9.2M | $11.31M | $2.11M | 22.97% |
Brian O'Rourke O'ROURKE & COMPANY Inc. | 2,124 | $261,118.64 | $487,181.88 | $226,063.24 | 86.57% |
Courtney Lawson Autumn Glory Partners LLC | 3,585 | $603,364.2 | $822,291.45 | $218,927.25 | 36.28% |
| LWL Leo Wealth LLC Leo Wealth LLC | 1,309 | $214,294.25 | $300,245.33 | $85,951.08 | 40.11% |
William Jollie Quent Capital LLC | 686 | $132,339.62 | $152,916.26 | $20,576.64 | 15.55% |
| SMP Sotirios Mike Pappas Mystic Asset Management Inc. | 9,967 | $1.37M | $2.29M | $920,552.1 | 67.41% |
Missy Straw Nilsine Partners LLC | 2,967 | $402,262.17 | $680,540.79 | $278,278.62 | 69.18% |
Dalila Toledo Ascent Group LLC | 2,757 | $456,042.03 | $632,373.09 | $176,331.06 | 38.67% |
| EM Erin Mccann Simplicity Wealth LLC | 51,964 | $11.54M | $11.53M | -$11,981.46 | -0.1% |
Michael Byun SageView Advisory Group LLC | 1,958 | $333,112 | $449,106.46 | $115,994.46 | 34.82% |
Edward Mahaffy III Clientfirst Wealth Management LLC | 1,593 | $274,330.53 | $365,386.41 | $91,055.88 | 33.19% |
Taro Kuriyama Axq Capita LLP | 1,107 | $247,581 | $245,565.81 | -$2,015.19 | -0.81% |