| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Kathleen Thornhill Confluence Wealth Services Inc. | 1,642 | $759,552.36 | $783,398.22 | $23,845.86 | 3.14% |
James Langer Redmont Wealth Advisors LLC | 15 | $6,678 | $7,156.5 | $478.5 | 7.17% |
Samantha Pierangeli City State Bank | 160 | $70,363.68 | $76,336 | $5,972.32 | 8.49% |
| GC Gregory Clinton KRAEMATON INVESTMENT ADVISORS Inc. | 608 | $257,962.75 | $290,076.81 | $32,114.06 | 12.45% |
Roger Steed KRS Capital Management LLC | 1,572 | $393,089.2 | $750,001.22 | $356,912.02 | 90.8% |
| YR Yarenis Rodriguez Pursue Wealth Partners LLC | 591 | $207,978.81 | $293,177.37 | $85,198.56 | 40.97% |
W. Travis McKinney HB Wealth Management LLC | 10,287 | $4.5M | $4.91M | $412,873.06 | 9.19% |
| LF Lukas Feh LGT Group Foundation | 3,840 | $1.66M | $1.83M | $171,538.54 | 10.33% |
Martin Schoeffel LGT Fund Management Co. Ltd. | 5,063 | $2.26M | $2.42M | $154,725.33 | 6.84% |
| GBW Granite Bay Wealth Management LLC Granite Bay Wealth Management LLC | 910 | $419,006.96 | $434,161.01 | $15,154.05 | 3.62% |
Jeremy Baltz Raleigh Capital Management Inc. | 119 | $57,042.82 | $56,774.9 | -$267.92 | -0.47% |
| LWL Leo Wealth LLC Leo Wealth LLC | 584 | $260,779 | $278,626.41 | $17,847.41 | 6.84% |
William Jollie Quent Capital LLC | 462 | $201,534.39 | $229,184.34 | $27,649.95 | 13.72% |
| RFA Resurgent Financial Advisors LLC Resurgent Financial Advisors LLC | 1,260 | $570,476.58 | $601,146.01 | $30,669.43 | 5.38% |
| SMP Sotirios Mike Pappas Mystic Asset Management Inc. | 2,000 | $969,640 | $954,200.02 | -$15,439.98 | -1.59% |
Missy Straw Nilsine Partners LLC | 3,532 | $1.27M | $1.69M | $415,059.5 | 32.68% |
Dalila Toledo Ascent Group LLC | 4,410 | $1.89M | $2.1M | $215,506.97 | 11.41% |
| EM Erin Mccann Simplicity Wealth LLC | 2,792 | $1.26M | $1.35M | $96,976.35 | 7.72% |
Robert Glass AlphaCentric Advisors LLC | 5,002 | $2.11M | $2.39M | $274,592.68 | 13% |
Michael Byun SageView Advisory Group LLC | 1,302 | $605,501.09 | $621,184.21 | $15,683.12 | 2.59% |