| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Andrew Burkey Joseph Group Capital Management | 148 | $33,415.41 | $33,251.16 | -$164.25 | -0.49% |
Sean Reitenbach Prosperity Consulting Group LLC | 14,091 | $2.92M | $3.16M | $249,382.28 | 8.55% |
Kathleen Thornhill Confluence Wealth Services Inc. | 10,828 | $2.1M | $2.43M | $327,906.3 | 15.62% |
Cole Bruner Buska Wealth Management LLC | 2,311 | $493,350.45 | $515,584.1 | $22,233.65 | 4.51% |
Samantha Pierangeli City State Bank | 1,774 | $288,873.23 | $400,835.3 | $111,962.07 | 38.76% |
Roger Steed KRS Capital Management LLC | 1,402 | $238,747.04 | $315,421.96 | $76,674.92 | 32.12% |
| MWM Marion Wealth Management Marion Wealth Management | 1,291 | $285,869.37 | $290,449.18 | $4,579.81 | 1.6% |
W. Travis McKinney HB Wealth Management LLC | 45,758 | $7.77M | $10.26M | $2.49M | 32.07% |
| LF Lukas Feh LGT Group Foundation | 8,735 | $1.57M | $1.96M | $392,777.44 | 25.02% |
Martin Schoeffel LGT Fund Management Co. Ltd. | 26,624 | $5.5M | $5.98M | $488,219.85 | 8.88% |
| MC mike Chen Byrne Asset Management LLC | 231 | $38,553.9 | $51,876.82 | $13,322.92 | 34.56% |
Brian O'Rourke O'ROURKE & COMPANY Inc. | 1,680 | $283,278.06 | $376,723.2 | $93,445.14 | 32.99% |
Russell Mohberg Regatta Capital Group LLC | 3,789 | $630,724.56 | $852,828.12 | $222,103.56 | 35.21% |
Timothy Taylor TCM Advisors LLC | 2,000 | $334,490 | $444,160 | $109,670 | 32.79% |
Courtney Lawson Autumn Glory Partners LLC | 1,004 | $232,380.94 | $226,040.56 | -$6,340.38 | -2.73% |
Allison Tronnes Forum Financial Management LP | 1,239 | $258,891.3 | $278,390.91 | $19,499.61 | 7.53% |
| DC Debora Caley Richwood Investment Advisors LLC | 3,135 | $725,783.85 | $700,296.3 | -$25,487.55 | -3.51% |
Edward A. McDonough McDonough Capital Management Inc. | 28,178 | $4.88M | $6.22M | $1.34M | 27.45% |
| LWL Leo Wealth LLC Leo Wealth LLC | 5,479 | $1.2M | $1.23M | $26,092.48 | 2.17% |
William Jollie Quent Capital LLC | 1,349 | $259,189.04 | $302,432.31 | $43,243.27 | 16.68% |