| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JF Joshua Frierdich Mid-American Wealth Advisory Group Inc. | 1,922 | $709,524.37 | $692,381.28 | -$17,143.09 | -2.42% |
| LF Lukas Feh LGT Group Foundation | 50,104 | $10.68M | $17.89M | $7.21M | 67.53% |
Martin Schoeffel LGT Fund Management Co. Ltd. | 23,909 | $8.89M | $8.59M | -$300,775.22 | -3.38% |
Ryan Fink Treasure Coast Financial Planning | 813 | $206,654.88 | $294,647.46 | $87,992.58 | 42.58% |
| MC mike Chen Byrne Asset Management LLC | 47 | $20,585.04 | $16,589.59 | -$3,995.45 | -19.41% |
Mark Perrault Intergy Private Wealth LLC | 3,264 | $882,774.32 | $1.2M | $320,026 | 36.25% |
| NWL Nicholas Wealth LLC Nicholas Wealth LLC | 12,923 | $3.44M | $4.76M | $1.32M | 38.46% |
Maria Howe Carroll Investors Inc. | 60,013 | $19.87M | $21.12M | $1.25M | 6.27% |
Kenyon Lederer Pinnacle Wealth Management LLC | 4,090 | $1.09M | $1.44M | $344,560.11 | 31.47% |
Brian O'Rourke O'ROURKE & COMPANY Inc. | 685 | $196,609.66 | $249,836.62 | $53,226.96 | 27.07% |
| GBW Granite Bay Wealth Management LLC Granite Bay Wealth Management LLC | 3,763 | $1.6M | $1.37M | -$228,906.68 | -14.32% |
Russell Mohberg Regatta Capital Group LLC | 12,865 | $1.72M | $4.62M | $2.9M | 168.15% |
| JRS James RG Skjong Ulland Investment Advisors LLC | 85 | $36,238.1 | $30,476.75 | -$5,761.35 | -15.9% |
| AG Alan Gilmore Financial Futures Ltd. Liability Co. | 3,325 | $1.39M | $1.19M | -$202,763.62 | -14.54% |
Courtney Lawson Autumn Glory Partners LLC | 1,064 | $444,735.48 | $381,369.52 | -$63,365.96 | -14.25% |
| FCI Family CFO Inc Family CFO Inc | 2,778 | $968,272.24 | $1.01M | $38,336.06 | 3.96% |
Sue Cox BetterWealth LLC | 4,419 | $1.66M | $1.6M | -$54,551.41 | -3.29% |
Jeremy Baltz Raleigh Capital Management Inc. | 3,539 | $1.18M | $1.24M | $65,591.29 | 5.57% |
Robert Sinnaeve SS&H Financial Advisors Inc. | 1,420 | $315,421 | $523,582.4 | $208,161.4 | 65.99% |
Michelle McCarthy Vantage Financial Partners LLC | 1,566 | $428,722.74 | $561,301.38 | $132,578.64 | 30.92% |