| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jay Richards Investment Advisory Group LLC | 417 | $207,136.41 | $209,484.12 | $2,347.71 | 1.13% |
Andrew Burkey Joseph Group Capital Management | 10,756 | $4.32M | $5.21M | $893,845.88 | 20.69% |
Sean Reitenbach Prosperity Consulting Group LLC | 978 | $462,622.02 | $510,887.64 | $48,265.62 | 10.43% |
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 | $306,143.2 | $48,180.45 | 18.68% |
Roger Steed KRS Capital Management LLC | 1,572 | $393,089.2 | $793,522.02 | $400,432.82 | 101.87% |
| YR Yarenis Rodriguez Pursue Wealth Partners LLC | 591 | $207,978.81 | $295,570.98 | $87,592.17 | 42.12% |
W. Travis McKinney HB Wealth Management LLC | 10,287 | $4.5M | $4.91M | $412,873.06 | 9.19% |
| LF Lukas Feh LGT Group Foundation | 3,769 | $1.63M | $1.97M | $341,345.4 | 20.97% |
Martin Schoeffel LGT Fund Management Co. Ltd. | 3,485 | $1.56M | $1.76M | $202,983.82 | 13.04% |
| GBW Granite Bay Wealth Management LLC Granite Bay Wealth Management LLC | 915 | $421,490.61 | $461,910.3 | $40,419.69 | 9.59% |
Jeremy Baltz Raleigh Capital Management Inc. | 119 | $57,042.82 | $62,163.22 | $5,120.4 | 8.98% |
| LWL Leo Wealth LLC Leo Wealth LLC | 584 | $260,779 | $300,053.36 | $39,274.36 | 15.06% |
William Jollie Quent Capital LLC | 462 | $201,534.39 | $229,184.34 | $27,649.95 | 13.72% |
| SMP Sotirios Mike Pappas Mystic Asset Management Inc. | 1,284 | $622,508.88 | $638,648.76 | $16,139.88 | 2.59% |
Missy Straw Nilsine Partners LLC | 3,532 | $1.27M | $1.85M | $577,284.22 | 45.45% |
Dalila Toledo Ascent Group LLC | 4,410 | $1.89M | $2.27M | $379,029.73 | 20.07% |
| EM Erin Mccann Simplicity Wealth LLC | 2,792 | $1.26M | $1.35M | $96,976.35 | 7.72% |