| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
John Gorlow Cardiff Park Advisors LLC | 1,089 | $211,418.46 | $306,640.62 | $95,222.16 | 45.04% |
| CC Cheung Chan Chemistry Wealth Management LLC | 1,233 | $210,594.48 | $346,657.95 | $136,063.47 | 64.61% |
Brian Kellett Kellett Wealth Advisors LLC | 913 | $271,814.28 | $254,836.56 | -$16,977.72 | -6.25% |
Andrew Burkey Joseph Group Capital Management | 352 | $74,997.64 | $99,056.32 | $24,058.68 | 32.08% |
Sean Reitenbach Prosperity Consulting Group LLC | 18,577 | $3.73M | $5.21M | $1.48M | 39.56% |
Kathleen Thornhill Confluence Wealth Services Inc. | 7,427 | $1.47M | $2.08M | $616,564.27 | 42.03% |
Christopher H. Jackson Drystone LLC | 28,460 | $5.36M | $7.94M | $2.58M | 48.21% |
Bill McVay Red Tortoise LLC | 19 | $3,296.31 | $5,332.63 | $2,036.32 | 61.78% |
Samantha Pierangeli City State Bank | 1,745 | $288,575.3 | $488,887.92 | $200,312.62 | 69.41% |
Christopher Pelch Vance Wealth LLC | 1,685 | $317,532.34 | $470,822.7 | $153,290.36 | 48.28% |
Roger Steed KRS Capital Management LLC | 2,363 | $445,870.25 | $659,560.56 | $213,690.31 | 47.93% |
Brenda Bickle Adamsbrown Wealth Consultants LLC | 774 | $230,706.19 | $219,622.5 | -$11,083.69 | -4.8% |
W. Travis McKinney HB Wealth Management LLC | 85,652 | $14.62M | $23.91M | $9.29M | 63.57% |
| JF Joshua Frierdich Mid-American Wealth Advisory Group Inc. | 1,269 | $378,250.84 | $351,183.06 | -$27,067.78 | -7.16% |
| LF Lukas Feh LGT Group Foundation | 168,298 | $37.62M | $47.37M | $9.75M | 25.92% |
Martin Schoeffel LGT Fund Management Co. Ltd. | 30,032 | $6.54M | $8.47M | $1.92M | 29.41% |
| MC mike Chen Byrne Asset Management LLC | 532 | $96,298.4 | $149,172.8 | $52,874.4 | 54.91% |
Timothy Taylor TCM Advisors LLC | 2,700 | $425,245 | $743,931 | $318,686 | 74.94% |
Courtney Lawson Autumn Glory Partners LLC | 5,671 | $1.09M | $1.6M | $508,619 | 46.81% |
Jeremy Baltz Raleigh Capital Management Inc. | 1,844 | $540,422.17 | $517,029.94 | -$23,392.23 | -4.33% |