| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
John Gorlow Cardiff Park Advisors LLC | 13,616 | $262,723.55 | $298,596.16 | $35,872.61 | 13.65% |
| SD Stefan Demuth Ameliora Wealth Management Ltd. | 3,308 | $57,524.72 | $72,627.14 | $15,102.42 | 26.25% |
Marshall McCormick Fingerlakes Wealth Management Inc. | 6,922 | $200,668.78 | $151,972.51 | -$48,696.27 | -24.27% |
Jay Richards Investment Advisory Group LLC | 18,548 | $347,983.27 | $406,753.93 | $58,770.66 | 16.89% |
| JN John Nunn Paradigm Capital Management LLC/NV | 55,451 | $1.6M | $1.22M | -$388,722.6 | -24.22% |
| CB Catherine Bluvol Next Level Private LLC | 116,116 | $1.92M | $2.55M | $630,083.94 | 32.88% |
Andrew Burkey Joseph Group Capital Management | 254,679 | $5.32M | $5.59M | $260,576.16 | 4.89% |
| SR Sean Reitenbach Prosperity Consulting Group LLC | 94,126 | $1.99M | $2.06M | $70,853.01 | 3.55% |
Kathleen Thornhill Confluence Wealth Services Inc. | 56,547 | $1.15M | $1.24M | $94,040.07 | 8.21% |
Bill McVay Red Tortoise LLC | 2,799 | $52,761.94 | $61,381.51 | $8,619.57 | 16.34% |
Cole Bruner Buska Wealth Management LLC | 16,563 | $358,400.67 | $363,223.28 | $4,822.61 | 1.35% |
| GS Gery Sadzewicz Forum Private Client Group LLC | 29,121 | $525,379.8 | $638,617.71 | $113,237.91 | 21.55% |
| SP Samantha Pierangeli City State Bank | 17,967 | $335,501.14 | $394,012.72 | $58,511.58 | 17.44% |
| TA Thomas Anderton 626 Financial LLC | 15,318 | $253,292.3 | $335,920.68 | $82,628.38 | 32.62% |
| WTM W. Travis McKinney HB Wealth Management LLC | 1.12M | $22.48M | $24.58M | $2.1M | 9.33% |
| LF Lukas Feh LGT Group Foundation | 115,373 | $2.13M | $2.53M | $399,097.33 | 18.71% |
Martin Schoeffel LGT Fund Management Co. Ltd. | 140,606 | $4.07M | $3.09M | -$983,538.97 | -24.17% |
| MC mike Chen Byrne Asset Management LLC | 34,958 | $601,446.56 | $761,210.45 | $159,763.89 | 26.56% |
| MPR Maureen P. Ruggiero Mendel Capital Management LLC | 8,261 | $239,486.39 | $181,287.64 | -$58,198.75 | -24.3% |
| TF Taylor Fairman Eagle Rock Investment Company LLC | 15,587 | $272,580.6 | $342,056.71 | $69,476.11 | 25.49% |