| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Loyd Stegent Stegent Equity Advisors Inc. | 1,213 | $273,812.98 | $296,578.5 | $22,765.52 | 8.31% |
| PAP Penny A. Phillips Journey Strategic Wealth LLC | 4,430 | $1.18M | $1.09M | -$97,543.06 | -8.24% |
Kenneth A. Armstrong Elevate Capital Advisors LLC | 7,650 | $1.97M | $1.87M | -$103,410.96 | -5.24% |
Caroline Jankowski Operose Advisors LLC | 143 | $42,235.05 | $35,057.88 | -$7,177.17 | -16.99% |
| TAZ Tracy A. Zullo Zullo Investment Group Inc. | 700 | $206,745 | $171,577 | -$35,168 | -17.01% |
Ana-Maria Ignat Covestor Ltd | 376 | $96,899.05 | $91,713.92 | -$5,185.13 | -5.35% |
Lonny Elfenbein West Michigan Advisors LLC | 7,695 | $1.68M | $1.89M | $201,563.41 | 11.96% |
| SD Stefan Demuth Ameliora Wealth Management Ltd. | 103 | $27,829.57 | $25,251.48 | -$2,578.09 | -9.26% |
Andrew Burkey Joseph Group Capital Management | 103 | $29,663.87 | $25,251.48 | -$4,412.39 | -14.87% |
| SR Sean Reitenbach Prosperity Consulting Group LLC | 7,801 | $2.25M | $1.91M | -$334,311.99 | -14.88% |
Kathleen Thornhill Confluence Wealth Services Inc. | 1,523 | $291,414.3 | $375,000.67 | $83,586.37 | 28.68% |
Bill McVay Red Tortoise LLC | 44 | $7,848.77 | $10,833.9 | $2,985.13 | 38.03% |
| SP Samantha Pierangeli City State Bank | 65 | $11,566.35 | $15,865.85 | $4,299.5 | 37.17% |
| WTM W. Travis McKinney HB Wealth Management LLC | 10,579 | $2.45M | $2.58M | $137,250.12 | 5.61% |
| LF Lukas Feh LGT Group Foundation | 113,156 | $31.14M | $27.86M | -$3.28M | -10.53% |
Martin Schoeffel LGT Fund Management Co. Ltd. | 9,778 | $2.81M | $2.41M | -$400,823.4 | -14.27% |
Matt Monson Sovereign's Capital Management LLC | 2,728 | $737,078.22 | $671,701.8 | -$65,376.42 | -8.87% |
Jeremy Baltz Raleigh Capital Management Inc. | 8,015 | $2.25M | $1.96M | -$291,251.03 | -12.95% |
Allison Tronnes Forum Financial Management LP | 4,745 | $901,959.66 | $1.16M | $257,109.08 | 28.51% |
| PE Paul Elam Oak Harbor Wealth Partners LLC | 3,563 | $708,650.77 | $870,339.71 | $161,688.94 | 22.82% |