| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Christopher Pelch Vance Wealth LLC | 435 | $277,843.19 | $221,328 | -$56,515.19 | -20.34% |
W. Travis McKinney HB Wealth Management LLC | 15,023 | $2.25M | $8.19M | $5.93M | 263.07% |
| LF Lukas Feh LGT Group Foundation | 90,834 | $10.91M | $39.44M | $28.54M | 261.68% |
Martin Schoeffel LGT Fund Management Co. Ltd. | 50,304 | $13.61M | $21.84M | $8.24M | 60.53% |
Mark Perrault Intergy Private Wealth LLC | 331 | $211,416.31 | $180,342.05 | -$31,074.26 | -14.7% |
| NWL Nicholas Wealth LLC Nicholas Wealth LLC | 1,005 | $120,673.12 | $547,564.23 | $426,891.11 | 353.76% |
Nathan Geraci ETF Store Inc. | 332 | $212,055.03 | $180,886.89 | -$31,168.14 | -14.7% |
William Jollie Quent Capital LLC | 387 | $114,654.29 | $168,074.1 | $53,419.81 | 46.59% |
Missy Straw Nilsine Partners LLC | 585 | $158,236.65 | $318,731.42 | $160,494.77 | 101.43% |
Dalila Toledo Ascent Group LLC | 9,300 | $1.78M | $5.07M | $3.29M | 184.43% |
| EM Erin Mccann Simplicity Wealth LLC | 3,138 | $1.41M | $1.63M | $222,489.37 | 15.82% |
Michael Byun SageView Advisory Group LLC | 1,734 | $510,328.62 | $752,954.84 | $242,626.22 | 47.54% |
Taro Kuriyama Axq Capita LLP | 3,992 | $1.08M | $2.07M | $992,730.59 | 91.94% |
Kristofer Gray Integrity Financial Corp. /WA | 1,286 | $227,603.07 | $700,664.28 | $473,061.21 | 207.84% |
David T. Morgan High Net Worth Advisory Group LLC | 450 | $287,423.99 | $245,178.01 | -$42,245.98 | -14.7% |
Dan Mohr Retireful LLC | 5,121 | $614,827.26 | $2.79M | $2.18M | 353.81% |
Leanne Menzel Smallwood Wealth Investment Management LLC | 18 | $3,100.86 | $9,807.12 | $6,706.26 | 216.27% |
Randy T. Siegel Aletheian Wealth Advisors LLC | 342 | $218,442.23 | $186,335.29 | -$32,106.94 | -14.7% |
| CS Catherine Salsman Paragon Private Wealth Management LLC | 619 | $395,367.66 | $337,255.98 | -$58,111.68 | -14.7% |
Anthony Chaves Dilation Capital Management LP | 20,280 | $5.49M | $11.05M | $5.56M | 101.43% |