| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Ana-Maria Ignat Covestor Ltd | 323 | $90,328.15 | $98,011.12 | $7,682.97 | 8.51% |
Kathryn Brown Morton Brown Family Wealth LLC | 2,993 | $756,626.39 | $882,605.8 | $125,979.41 | 16.65% |
Lonny Elfenbein West Michigan Advisors LLC | 5,687 | $1.53M | $1.68M | $148,118.53 | 9.69% |
| AE Alexis Eubanks TILIA FIDUCIARY PARTNERS Inc. | 962 | $275,950.61 | $289,427.32 | $13,476.71 | 4.88% |
Andrew Burkey Joseph Group Capital Management | 68 | $19,753.32 | $20,040.28 | $286.96 | 1.45% |
Sean Reitenbach Prosperity Consulting Group LLC | 8,262 | $2M | $2.51M | $509,142.47 | 25.42% |
Kathleen Thornhill Confluence Wealth Services Inc. | 5,504 | $1.58M | $1.62M | $46,501.74 | 2.95% |
Bill McVay Red Tortoise LLC | 15 | $4,623.9 | $4,423.35 | -$200.55 | -4.34% |
Samantha Pierangeli City State Bank | 3 | $741.06 | $884.67 | $143.61 | 19.38% |
W. Travis McKinney HB Wealth Management LLC | 32,042 | $8.23M | $9.45M | $1.22M | 14.78% |
| LF Lukas Feh LGT Group Foundation | 2,417 | $702,300.93 | $733,462.8 | $31,161.87 | 4.44% |
| MC mike Chen Byrne Asset Management LLC | 434 | $106,303.82 | $127,904.14 | $21,600.32 | 20.32% |
| JRS James RG Skjong Ulland Investment Advisors LLC | 75 | $22,819.5 | $22,116.75 | -$702.75 | -3.08% |
Jeremy Baltz Raleigh Capital Management Inc. | 65 | $18,253.95 | $19,167.85 | $913.9 | 5.01% |
Robert Sinnaeve SS&H Financial Advisors Inc. | 907 | $260,415.65 | $267,465.24 | $7,049.59 | 2.71% |
Allison Tronnes Forum Financial Management LP | 3,404 | $986,067.64 | $1M | $17,737.95 | 1.8% |
William Jollie Quent Capital LLC | 831 | $212,367.36 | $252,158.64 | $39,791.28 | 18.74% |
| RFA Resurgent Financial Advisors LLC Resurgent Financial Advisors LLC | 1,487 | $429,010.08 | $459,438.39 | $30,428.31 | 7.09% |
| SMP Sotirios Mike Pappas Mystic Asset Management Inc. | 1,762 | $517,944.76 | $543,013.16 | $25,068.4 | 4.84% |
Dalila Toledo Ascent Group LLC | 7,296 | $2.01M | $2.15M | $140,188.98 | 6.97% |