| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Kathleen Thornhill Confluence Wealth Services Inc. | 9,116 | $524,645.01 | $758,542.36 | $233,897.35 | 44.58% |
James Langer Redmont Wealth Advisors LLC | 320 | $24,996.99 | $26,854.4 | $1,857.41 | 7.43% |
Bill McVay Red Tortoise LLC | 336 | $13,751.75 | $28,103.04 | $14,351.29 | 104.36% |
Samantha Pierangeli City State Bank | 3,189 | $144,355.65 | $265,898.82 | $121,543.17 | 84.2% |
| JG Jeffrey Gomez G2 Capital Management LLC / Oh | 5,738 | $291,254.55 | $475,221.16 | $183,966.61 | 63.16% |
Michael Hackman HFG Advisors Inc. | 3,380 | $273,362.3 | $279,762.6 | $6,400.3 | 2.34% |
| YR Yarenis Rodriguez Pursue Wealth Partners LLC | 5,530 | $263,421.4 | $458,879.4 | $195,458 | 74.2% |
Brenda Bickle Adamsbrown Wealth Consultants LLC | 3,775 | $328,173.22 | $318,138.12 | -$10,035.1 | -3.06% |
W. Travis McKinney HB Wealth Management LLC | 154,805 | $9.7M | $12.81M | $3.11M | 32.06% |
| LF Lukas Feh LGT Group Foundation | 352,951 | $25.57M | $29.61M | $4.04M | 15.8% |
Martin Schoeffel LGT Fund Management Co. Ltd. | 99,828 | $7.86M | $8.39M | $529,600.31 | 6.73% |
| MC mike Chen Byrne Asset Management LLC | 4,493 | $357,790.53 | $375,614.8 | $17,824.27 | 4.98% |
Brian O'Rourke O'ROURKE & COMPANY Inc. | 4,543 | $224,203.7 | $382,770.46 | $158,566.76 | 70.72% |
Russell Mohberg Regatta Capital Group LLC | 8,454 | $395,661.92 | $712,164.96 | $316,503.04 | 79.99% |
| JRS James RG Skjong Ulland Investment Advisors LLC | 1,370 | $65,732.6 | $114,799.15 | $49,066.55 | 74.65% |
Sue Cox BetterWealth LLC | 3,526 | $249,611.52 | $291,776.5 | $42,164.98 | 16.89% |
Jeremy Baltz Raleigh Capital Management Inc. | 12,182 | $741,215.44 | $1.01M | $272,631.51 | 36.78% |
Allison Tronnes Forum Financial Management LP | 16,241 | $1.17M | $1.36M | $185,244.84 | 15.8% |
| DC Debora Caley Richwood Investment Advisors LLC | 11,864 | $851,716.56 | $984,712 | $132,995.44 | 15.61% |
Paul Elam Oak Harbor Wealth Partners LLC | 2,875 | $202,268.68 | $242,247.5 | $39,978.82 | 19.77% |