| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
W. Travis McKinney HB Wealth Management LLC | 8,313 | $1.3M | $1.69M | $393,795.77 | 30.36% |
| LF Lukas Feh LGT Group Foundation | 89,562 | $12.61M | $17.8M | $5.18M | 41.09% |
Martin Schoeffel LGT Fund Management Co. Ltd. | 43,863 | $8.18M | $8.72M | $533,812.71 | 6.52% |
Brian O'Rourke O'ROURKE & COMPANY Inc. | 1,937 | $240,105.41 | $384,881.9 | $144,776.49 | 60.3% |
Courtney Lawson Autumn Glory Partners LLC | 3,585 | $603,364.2 | $712,339.5 | $108,975.3 | 18.06% |
| LWL Leo Wealth LLC Leo Wealth LLC | 1,309 | $214,294.25 | $260,098.3 | $45,804.05 | 21.37% |
William Jollie Quent Capital LLC | 686 | $132,339.62 | $139,525.54 | $7,185.92 | 5.43% |
| SMP Sotirios Mike Pappas Mystic Asset Management Inc. | 9,990 | $1.37M | $1.99M | $614,290.36 | 44.82% |
Missy Straw Nilsine Partners LLC | 2,967 | $402,262.17 | $589,542.9 | $187,280.73 | 46.56% |
Dalila Toledo Ascent Group LLC | 2,942 | $497,417.28 | $590,179.91 | $92,762.63 | 18.65% |
| EM Erin Mccann Simplicity Wealth LLC | 51,964 | $11.54M | $10.56M | -$979,550.62 | -8.49% |
Michael Byun SageView Advisory Group LLC | 1,595 | $271,756.5 | $316,926.5 | $45,170 | 16.62% |
Edward Mahaffy III Clientfirst Wealth Management LLC | 1,593 | $274,330.53 | $322,088.67 | $47,758.14 | 17.41% |
Taro Kuriyama Axq Capita LLP | 1,107 | $247,581 | $224,732.07 | -$22,848.93 | -9.23% |
Leanne Menzel Smallwood Wealth Investment Management LLC | 20 | $3,321.6 | $3,974 | $652.4 | 19.64% |
David K. Balsdon Harvest Portfolios Group Inc. | 4,811 | $817,402.63 | $955,945.7 | $138,543.07 | 16.95% |
Mark Fiskio Empirical Asset Management LLC | 1,063 | $237,739.94 | $211,218.1 | -$26,521.84 | -11.16% |
Timothy Gerlach Novem Group | 6,339 | $1.03M | $1.26M | $226,284.91 | 21.9% |
Daniel Ronan Catalyst Financial Partners LLC | 1,807 | $291,193.89 | $359,050.9 | $67,857.01 | 23.3% |
Amanda Hawley Atria Wealth Solutions Inc. | 4,542 | $605,573.62 | $923,797.38 | $318,223.76 | 52.55% |