| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Caroline Jankowski Operose Advisors LLC | 20,516 | $729,453.22 | $1.05M | $324,864.02 | 44.54% |
Tracy A. Zullo Zullo Investment Group Inc. | 12,982 | $418,410.71 | $667,144.98 | $248,734.27 | 59.45% |
Joshua Moeller Hill Island Financial LLC | 4,915 | $233,820.99 | $254,351.25 | $20,530.26 | 8.78% |
Brian Ramsay Wealthspan Partners LLC | 7,381 | $352,019.95 | $379,309.59 | $27,289.64 | 7.75% |
Ana-Maria Ignat Covestor Ltd | 1,421 | $55,105.37 | $73,465.7 | $18,360.33 | 33.32% |
Kathryn Brown Morton Brown Family Wealth LLC | 11,837 | $405,475.17 | $608,303.43 | $202,828.26 | 50.02% |
Lonny Elfenbein West Michigan Advisors LLC | 4,215 | $199,453.8 | $216,608.85 | $17,155.05 | 8.6% |
John Gorlow Cardiff Park Advisors LLC | 5,627 | $191,534.24 | $289,171.53 | $97,637.29 | 50.98% |
| LMK Lawrence M. Korchan Frontier Asset Management LLC | 3,686 | $210,028.28 | $190,732.07 | -$19,296.21 | -9.19% |
Stefan Demuth Ameliora Wealth Management Ltd. | 6,517 | $290,700.55 | $351,657.32 | $60,956.77 | 20.97% |
| CC Cheung Chan Chemistry Wealth Management LLC | 73,467 | $3M | $3.96M | $967,405.58 | 32.28% |
Jay Richards Investment Advisory Group LLC | 9,773 | $383,639.28 | $527,351.08 | $143,711.8 | 37.46% |
| JN John Nunn Paradigm Capital Management LLC/NV | 32,819 | $1.56M | $1.7M | $148,337.01 | 9.53% |
Daniel Flack Intrinsic Value Partners LLC | 12,167 | $541,309.83 | $632,501.49 | $91,191.66 | 16.85% |
| CB Catherine Bluvol Next Level Private LLC | 29,987 | $963,068.43 | $1.62M | $655,030.09 | 68.01% |
Andrew Burkey Joseph Group Capital Management | 1,554 | $86,611.04 | $79,860.06 | -$6,750.98 | -7.79% |
| ERT Edward R. Tedeschi Pb Investment Partners LP | 112,745 | $3.95M | $5.79M | $1.84M | 46.51% |
Sean Reitenbach Prosperity Consulting Group LLC | 81,688 | $3.57M | $4.2M | $623,935.53 | 17.46% |
Kathleen Thornhill Confluence Wealth Services Inc. | 25,650 | $1.13M | $1.32M | $186,000.38 | 16.43% |
James Langer Redmont Wealth Advisors LLC | 60 | $3,095.4 | $3,083.4 | -$12 | -0.39% |