| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Kathryn Brown Morton Brown Family Wealth LLC | 126 | $17,634.96 | $15,638.49 | -$1,996.47 | -11.32% |
Lonny Elfenbein West Michigan Advisors LLC | 2,509 | $262,304.23 | $313,951.17 | $51,646.94 | 19.69% |
Stefan Demuth Ameliora Wealth Management Ltd. | 36,160 | $2.64M | $4.55M | $1.91M | 72.3% |
| CC Cheung Chan Chemistry Wealth Management LLC | 4,197 | $280,583.51 | $521,477.25 | $240,893.74 | 85.85% |
Daniel Flack Intrinsic Value Partners LLC | 5,235 | $320,844.15 | $642,439.2 | $321,595.05 | 100.23% |
| CB Catherine Bluvol Next Level Private LLC | 7,600 | $404,439.68 | $962,198 | $557,758.32 | 137.91% |
Andrew Burkey Joseph Group Capital Management | 713 | $84,570.19 | $88,611.64 | $4,041.45 | 4.78% |
Sean Reitenbach Prosperity Consulting Group LLC | 19,027 | $1.3M | $2.36M | $1.07M | 82.26% |
Kathleen Thornhill Confluence Wealth Services Inc. | 6,839 | $614,902.5 | $845,676.54 | $230,774.04 | 37.53% |
James Langer Redmont Wealth Advisors LLC | 115 | $9,788.8 | $14,384.2 | $4,595.4 | 46.95% |
Bill McVay Red Tortoise LLC | 233 | $11,985.52 | $28,869.86 | $16,884.34 | 140.87% |
Samantha Pierangeli City State Bank | 1,925 | $88,571.7 | $238,719.25 | $150,147.55 | 169.52% |
Roger Steed KRS Capital Management LLC | 50,080 | $6.48M | $6.22M | -$261,417.6 | -4.03% |
| TA Thomas Anderton 626 Financial LLC | 7,334 | $339,504.39 | $911,029.48 | $571,525.09 | 168.34% |
Michael Hackman HFG Advisors Inc. | 1,447 | $202,522.13 | $178,255.93 | -$24,266.2 | -11.98% |
W. Travis McKinney HB Wealth Management LLC | 103,976 | $8.02M | $12.81M | $4.79M | 59.73% |
| LF Lukas Feh LGT Group Foundation | 213,938 | $12.58M | $26.77M | $14.19M | 112.84% |
Martin Schoeffel LGT Fund Management Co. Ltd. | 31,467 | $3.09M | $3.96M | $872,919.45 | 28.29% |
| MC mike Chen Byrne Asset Management LLC | 3,665 | $479,939.48 | $454,789.85 | -$25,149.63 | -5.24% |
Mark Perrault Intergy Private Wealth LLC | 1,759 | $245,980.06 | $218,555.75 | -$27,424.31 | -11.15% |