| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Caroline Jankowski Operose Advisors LLC | 1,021 | $241,473.59 | $392,503.03 | $151,029.44 | 62.54% |
Tracy A. Zullo Zullo Investment Group Inc. | 2,655 | $388,280.35 | $975,473.55 | $587,193.2 | 151.23% |
Ana-Maria Ignat Covestor Ltd | 225 | $53,850.89 | $87,734.25 | $33,883.36 | 62.92% |
Kathryn Brown Morton Brown Family Wealth LLC | 9 | $3,574.53 | $3,306.69 | -$267.84 | -7.49% |
Lonny Elfenbein West Michigan Advisors LLC | 9,635 | $2.27M | $3.54M | $1.27M | 56.2% |
| CC Cheung Chan Chemistry Wealth Management LLC | 603 | $239,493.52 | $221,548.23 | -$17,945.29 | -7.49% |
| AE Alexis Eubanks TILIA FIDUCIARY PARTNERS Inc. | 775 | $214,211.04 | $302,467 | $88,255.96 | 41.2% |
Jay Richards Investment Advisory Group LLC | 747 | $239,863.42 | $283,411.8 | $43,548.38 | 18.16% |
Brian Kellett Kellett Wealth Advisors LLC | 876 | $231,582.27 | $321,851.16 | $90,268.89 | 38.98% |
Andrew Burkey Joseph Group Capital Management | 162 | $51,222.05 | $61,462.8 | $10,240.75 | 19.99% |
Sean Reitenbach Prosperity Consulting Group LLC | 2,393 | $658,050.3 | $919,940.99 | $261,890.69 | 39.8% |
Kathleen Thornhill Confluence Wealth Services Inc. | 14,864 | $4.65M | $5.46M | $813,046.4 | 17.49% |
James Langer Redmont Wealth Advisors LLC | 13 | $2,621.71 | $4,776.33 | $2,154.62 | 82.18% |
Bill McVay Red Tortoise LLC | 79 | $12,958.37 | $29,025.39 | $16,067.02 | 123.99% |
Samantha Pierangeli City State Bank | 654 | $120,151.93 | $240,286.14 | $120,134.21 | 99.99% |
| JG Jeffrey Gomez G2 Capital Management LLC / Oh | 628 | $249,422.77 | $241,104.89 | -$8,317.88 | -3.33% |
John Swift Benchmark Investment Advisors LLC | 1,362 | $273,990.95 | $523,593.66 | $249,602.71 | 91.1% |
| MWM Marion Wealth Management Marion Wealth Management | 17,944 | $3.21M | $6.59M | $3.38M | 105.49% |
W. Travis McKinney HB Wealth Management LLC | 18,479 | $4.08M | $6.79M | $2.71M | 66.51% |
| LF Lukas Feh LGT Group Foundation | 522 | $207,322.75 | $203,480.82 | -$3,841.93 | -1.85% |