| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| MWM Marion Wealth Management Marion Wealth Management | 1,291 | $285,869.37 | $292,476.05 | $6,606.68 | 2.31% |
W. Travis McKinney HB Wealth Management LLC | 45,414 | $7.69M | $10.29M | $2.6M | 33.78% |
| LF Lukas Feh LGT Group Foundation | 8,735 | $1.57M | $1.99M | $418,720.39 | 26.67% |
Martin Schoeffel LGT Fund Management Co. Ltd. | 26,624 | $5.5M | $6.06M | $565,296.33 | 10.29% |
| MC mike Chen Byrne Asset Management LLC | 231 | $38,553.9 | $51,815.61 | $13,261.71 | 34.4% |
Brian O'Rourke O'ROURKE & COMPANY Inc. | 1,680 | $283,278.06 | $377,244 | $93,965.94 | 33.17% |
Russell Mohberg Regatta Capital Group LLC | 3,789 | $630,724.56 | $857,526.48 | $226,801.92 | 35.96% |
Timothy Taylor TCM Advisors LLC | 2,000 | $334,490 | $452,640 | $118,150 | 35.32% |
| AG Alan Gilmore Financial Futures Ltd. Liability Co. | 911 | $152,058.64 | $206,387.05 | $54,328.41 | 35.73% |
Courtney Lawson Autumn Glory Partners LLC | 1,002 | $231,935.18 | $227,003.1 | -$4,932.08 | -2.13% |
Allison Tronnes Forum Financial Management LP | 1,239 | $258,891.3 | $280,695.45 | $21,804.15 | 8.42% |
| DC Debora Caley Richwood Investment Advisors LLC | 3,135 | $725,783.85 | $710,234.25 | -$15,549.6 | -2.14% |
Edward A. McDonough McDonough Capital Management Inc. | 28,178 | $4.88M | $6.38M | $1.5M | 30.63% |
| LWL Leo Wealth LLC Leo Wealth LLC | 5,479 | $1.2M | $1.24M | $37,817.54 | 3.14% |
William Jollie Quent Capital LLC | 1,349 | $259,189.04 | $307,140.31 | $47,951.27 | 18.5% |
| RFA Resurgent Financial Advisors LLC Resurgent Financial Advisors LLC | 2,336 | $534,446.95 | $524,548.8 | -$9,898.15 | -1.85% |
| GE Genemarie Eguilior Bulltick Wealth Management LLC | 2,250 | $517,028 | $509,737.5 | -$7,290.5 | -1.41% |
| SMP Sotirios Mike Pappas Mystic Asset Management Inc. | 20,693 | $3.96M | $4.69M | $734,018.69 | 18.56% |
Richard A. Flora Key Client Fiduciary Advisors LLC | 1,721 | $374,339.66 | $389,892.55 | $15,552.89 | 4.15% |
Stephen Dunnaway Brown Shipley& Co Ltd | 13,004 | $2.28M | $2.95M | $668,989.34 | 29.38% |