| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
W. Travis McKinney HB Wealth Management LLC | 117,245 | $31.23M | $36.49M | $5.26M | 16.84% |
| JF Joshua Frierdich Mid-American Wealth Advisory Group Inc. | 1,922 | $709,524.37 | $598,145.6 | -$111,378.77 | -15.7% |
| LF Lukas Feh LGT Group Foundation | 50,104 | $10.68M | $16.58M | $5.9M | 55.26% |
Martin Schoeffel LGT Fund Management Co. Ltd. | 23,909 | $8.89M | $7.91M | -$977,160.83 | -10.99% |
Ryan Fink Treasure Coast Financial Planning | 813 | $206,654.88 | $253,013.72 | $46,358.84 | 22.43% |
| MC mike Chen Byrne Asset Management LLC | 47 | $20,585.04 | $15,112.85 | -$5,472.19 | -26.58% |
Mark Perrault Intergy Private Wealth LLC | 3,264 | $882,774.32 | $1.02M | $133,015.09 | 15.07% |
| NWL Nicholas Wealth LLC Nicholas Wealth LLC | 12,923 | $3.44M | $4.02M | $580,295.61 | 16.86% |
Maria Howe Carroll Investors Inc. | 60,063 | $19.89M | $18.69M | -$1.2M | -6.03% |
Kenyon Lederer Pinnacle Wealth Management LLC | 4,090 | $1.09M | $1.27M | $178,015.27 | 16.26% |
Brian O'Rourke O'ROURKE & COMPANY Inc. | 685 | $196,609.66 | $234,454.94 | $37,845.28 | 19.25% |
| GBW Granite Bay Wealth Management LLC Granite Bay Wealth Management LLC | 3,763 | $1.6M | $1.29M | -$310,563.82 | -19.43% |
Russell Mohberg Regatta Capital Group LLC | 12,865 | $1.72M | $4.21M | $2.49M | 144.72% |
| JRS James RG Skjong Ulland Investment Advisors LLC | 85 | $36,238.1 | $26,452.85 | -$9,785.25 | -27% |
| AG Alan Gilmore Financial Futures Ltd. Liability Co. | 3,271 | $1.38M | $1.02M | -$357,814.75 | -26.01% |
Courtney Lawson Autumn Glory Partners LLC | 1,029 | $430,014.48 | $320,235.08 | -$109,779.4 | -25.53% |
| FCI Family CFO Inc Family CFO Inc | 2,778 | $968,272.24 | $864,541.35 | -$103,730.89 | -10.71% |
Sue Cox BetterWealth LLC | 4,557 | $1.7M | $1.42M | -$286,601.73 | -16.81% |
Jeremy Baltz Raleigh Capital Management Inc. | 3,539 | $1.18M | $1.1M | -$76,570.38 | -6.5% |
Robert Sinnaeve SS&H Financial Advisors Inc. | 1,420 | $315,421 | $441,918.19 | $126,497.19 | 40.1% |