| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Brian Kellett Kellett Wealth Advisors LLC | 1,822 | $898,094.45 | $755,036.78 | -$143,057.67 | -15.93% |
Andrew Burkey Joseph Group Capital Management | 303 | $110,655.97 | $122,402.91 | $11,746.94 | 10.62% |
Sean Reitenbach Prosperity Consulting Group LLC | 6,711 | $3.88M | $2.68M | -$1.2M | -30.95% |
Kathleen Thornhill Confluence Wealth Services Inc. | 7,916 | $3.58M | $3.28M | -$302,303.68 | -8.44% |
Bill McVay Red Tortoise LLC | 96 | $42,583.16 | $39,782.4 | -$2,800.76 | -6.58% |
Cole Bruner Buska Wealth Management LLC | 1,478 | $692,990.1 | $612,483.19 | -$80,506.91 | -11.62% |
Samantha Pierangeli City State Bank | 446 | $148,002.42 | $184,822.4 | $36,819.98 | 24.88% |
Christopher Pelch Vance Wealth LLC | 668 | $277,640.84 | $268,355.65 | -$9,285.19 | -3.34% |
| JG Jeffrey Gomez G2 Capital Management LLC / Oh | 587 | $190,898.39 | $239,930.38 | $49,031.99 | 25.68% |
Roger Steed KRS Capital Management LLC | 923 | $318,782.23 | $382,491.19 | $63,708.96 | 19.99% |
Brett Lee Planning Center Inc. | 1,112 | $579,410.61 | $460,812.79 | -$118,597.82 | -20.47% |
Morgan Christen Spinnaker Investment Group LLC | 2,413 | $821,240.69 | $999,947.18 | $178,706.49 | 21.76% |
| YR Yarenis Rodriguez Pursue Wealth Partners LLC | 1,500 | $623,445 | $610,619.98 | -$12,825.02 | -2.06% |
W. Travis McKinney HB Wealth Management LLC | 49,228 | $24.48M | $20.4M | -$4.08M | -16.66% |
| LF Lukas Feh LGT Group Foundation | 81,736 | $36.25M | $33.27M | -$2.98M | -8.23% |
Martin Schoeffel LGT Fund Management Co. Ltd. | 17,941 | $5.13M | $7.3M | $2.17M | 42.41% |
| MC mike Chen Byrne Asset Management LLC | 1,140 | $445,712.58 | $470,535 | $24,822.42 | 5.57% |
Mark Perrault Intergy Private Wealth LLC | 635 | $263,925.05 | $263,143.99 | -$781.06 | -0.3% |
| NWL Nicholas Wealth LLC Nicholas Wealth LLC | 821 | $341,234 | $340,222.39 | -$1,011.61 | -0.3% |
Taylor Fairman Eagle Rock Investment Company LLC | 12,460 | $5.32M | $5.16M | -$151,952.39 | -2.86% |