| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Kathleen Thornhill Confluence Wealth Services Inc. | 3,913 | $191,962.42 | $417,086.67 | $225,124.25 | 117.28% |
| SP Samantha Pierangeli City State Bank | 560 | $30,000 | $58,010.4 | $28,010.4 | 93.37% |
| WTM W. Travis McKinney HB Wealth Management LLC | 5,554 | $297,316.13 | $584,725.12 | $287,408.99 | 96.67% |
| LF Lukas Feh LGT Group Foundation | 88,524 | $7.23M | $9.44M | $2.2M | 30.42% |
Martin Schoeffel LGT Fund Management Co. Ltd. | 20,907 | $2.74M | $2.23M | -$510,548.94 | -18.64% |
| JRS James RG Skjong Ulland Investment Advisors LLC | 470 | $20,177.1 | $51,009.1 | $30,832 | 152.81% |
| MM Mike Meixler Meixler Investment Management Ltd. | 5,657 | $232,990.9 | $602,979.63 | $369,988.73 | 158.8% |
Jeremy Baltz Raleigh Capital Management Inc. | 29 | $3,799.29 | $3,053.12 | -$746.17 | -19.64% |
| WJ William Jollie Quent Capital LLC | 3,871 | $402,374.28 | $406,687.26 | $4,312.98 | 1.07% |
Marc H. Stone Tyler-Stone Wealth Management | 4,274 | $222,711.48 | $449,966.72 | $227,255.24 | 102.04% |
Dalila Toledo Ascent Group LLC | 2,968 | $344,777.92 | $311,818.08 | -$32,959.84 | -9.56% |
Michael Byun SageView Advisory Group LLC | 70 | $8,227 | $7,354.2 | -$872.8 | -10.61% |
Leanne Menzel Smallwood Wealth Investment Management LLC | 2,700 | $209,601 | $283,662 | $74,061 | 35.33% |
David K. Balsdon Harvest Portfolios Group Inc. | 6,874 | $682,139.71 | $720,944.43 | $38,804.72 | 5.69% |
Mark Fiskio Empirical Asset Management LLC | 2,351 | $308,004.51 | $246,996.06 | -$61,008.45 | -19.81% |
Amanda Hawley Atria Wealth Solutions Inc. | 5,127 | $268,757.34 | $538,181.19 | $269,423.85 | 100.25% |
Jeffrey Gilbert Balboa Wealth Partners | 1,729 | $226,516.29 | $181,337.35 | -$45,178.94 | -19.95% |
| EL Edward Lowndes Angeles Wealth Management LLC | 1,896 | $248,394.96 | $198,852.29 | -$49,542.67 | -19.95% |
| MS Michael Stulic Astoria Portfolio Advisors LLC | 8,932 | $443,198.56 | $936,787.27 | $493,588.71 | 111.37% |
Leonid Berline ARMSTRONG ADVISORY GROUP Inc. | 1,454 | $129,614.79 | $150,198.2 | $20,583.41 | 15.88% |