| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| SR Sean Reitenbach Prosperity Consulting Group LLC | 7,430 | $1.54M | $1.39M | -$149,084.02 | -9.66% |
Kathleen Thornhill Confluence Wealth Services Inc. | 5,282 | $1.18M | $999,724.14 | -$184,785.52 | -15.6% |
| JL James Langer Redmont Wealth Advisors LLC | 30 | $7,147.8 | $5,628 | -$1,519.8 | -21.26% |
Bill McVay Red Tortoise LLC | 71 | $9,940 | $13,438.17 | $3,498.17 | 35.19% |
| JBS Joseph Blane Shea Horizon Family Wealth Inc. | 2,390 | $426,563.89 | $448,364 | $21,800.11 | 5.11% |
| SP Samantha Pierangeli City State Bank | 314 | $64,548.82 | $60,319.4 | -$4,229.42 | -6.55% |
Brett Lee Planning Center Inc. | 1,634 | $232,282.03 | $306,538.4 | $74,256.37 | 31.97% |
| MWM Marion Wealth Management Marion Wealth Management | 11,505 | $2.67M | $2.16M | -$511,966.29 | -19.17% |
| WTM W. Travis McKinney HB Wealth Management LLC | 20,744 | $3.97M | $3.96M | -$10,833.36 | -0.27% |
| LF Lukas Feh LGT Group Foundation | 11,067 | $1.6M | $2.09M | $490,490.21 | 30.58% |
Martin Schoeffel LGT Fund Management Co. Ltd. | 23,205 | $5.1M | $4.39M | -$712,069.6 | -13.95% |
| MC mike Chen Byrne Asset Management LLC | 246 | $45,241.75 | $46,951.09 | $1,709.34 | 3.78% |
| GBW Granite Bay Wealth Management LLC Granite Bay Wealth Management LLC | 37,904 | $8.29M | $7.17M | -$1.11M | -13.45% |
Jeremy Baltz Raleigh Capital Management Inc. | 1,720 | $287,202.22 | $328,275.93 | $41,073.71 | 14.3% |
| WJ William Jollie Quent Capital LLC | 3,010 | $400,384.81 | $572,667.55 | $172,282.74 | 43.03% |
| RFA Resurgent Financial Advisors LLC Resurgent Financial Advisors LLC | 1,970 | $288,252.12 | $375,990.46 | $87,738.34 | 30.44% |
| GE Genemarie Eguilior Bulltick Wealth Management LLC | 2,016 | $416,318.76 | $381,568.32 | -$34,750.44 | -8.35% |
| MS Missy Straw Nilsine Partners LLC | 3,311 | $697,197.99 | $631,931.17 | -$65,266.82 | -9.36% |
Dalila Toledo Ascent Group LLC | 29,178 | $4.92M | $5.55M | $629,481.02 | 12.79% |
| EM Erin Mccann Simplicity Wealth LLC | 1,899 | $445,592.69 | $362,439.53 | -$83,153.16 | -18.66% |