| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Roger Steed KRS Capital Management LLC | 9,239 | $778,886.75 | $1.44M | $657,223.41 | 84.38% |
| JCC Jason Cyril Crawshaw William Allan Corp | 1,597 | $270,947.02 | $248,237.68 | -$22,709.34 | -8.38% |
| EI Excelsior Investors Intelligent Financial Strategies | 600 | $36,714 | $93,264 | $56,550 | 154.03% |
| TRI Trail Ridge Investment Advisors LLC Trail Ridge Investment Advisors LLC | 3,745 | $347,040.06 | $598,263.75 | $251,223.69 | 72.39% |
Suzanne Hammer 5th Street Advisors LLC | 3,931 | $666,933.46 | $596,057.53 | -$70,875.93 | -10.63% |
| TA Thomas Anderton 626 Financial LLC | 4,075 | $393,417.26 | $633,418 | $240,000.74 | 61% |
| JRF James Reed Financial Services Inc. James Reed Financial Services Inc. | 2,053 | $231,107.14 | $319,118.32 | $88,011.18 | 38.08% |
Morgan Christen Spinnaker Investment Group LLC | 4,129 | $477,793.42 | $641,811.76 | $164,018.34 | 34.33% |
| MWM Marion Wealth Management Marion Wealth Management | 6,156 | $676,743.75 | $956,888.64 | $280,144.89 | 41.4% |
Brenda Bickle Adamsbrown Wealth Consultants LLC | 22,406 | $1.77M | $3.48M | $1.72M | 97.02% |
W. Travis McKinney HB Wealth Management LLC | 348,977 | $38.82M | $54.24M | $15.42M | 39.73% |
| LF Lukas Feh LGT Group Foundation | 885,368 | $111.57M | $135.41M | $23.84M | 21.37% |
Martin Schoeffel LGT Fund Management Co. Ltd. | 180,140 | $25.99M | $27.55M | $1.56M | 6.02% |
Ryan Fink Treasure Coast Financial Planning | 7,528 | $586,711.7 | $1.17M | $583,440.62 | 99.44% |
Joel A. Schreiber SFI Advisors LLC | 1,559 | $213,146.48 | $242,330.96 | $29,184.48 | 13.69% |
| MC mike Chen Byrne Asset Management LLC | 8,750 | $839,399.64 | $1.33M | $487,362.86 | 58.06% |
Mark Perrault Intergy Private Wealth LLC | 2,290 | $313,088.8 | $355,957.6 | $42,868.8 | 13.69% |
| MPR Maureen P. Ruggiero Mendel Capital Management LLC | 4,055 | $441,910.61 | $630,309.2 | $188,398.59 | 42.63% |
Taylor Fairman Eagle Rock Investment Company LLC | 7,487 | $553,931.09 | $1.16M | $609,848.19 | 110.09% |
Brian O'Rourke O'ROURKE & COMPANY Inc. | 1,549 | $211,779.28 | $247,994.92 | $36,215.64 | 17.1% |