| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Ana-Maria Ignat Covestor Ltd | 226 | $145,757.06 | $145,602.76 | -$154.3 | -0.11% |
Kathryn Brown Morton Brown Family Wealth LLC | 34 | $10,656.96 | $21,562.8 | $10,905.84 | 102.34% |
Lonny Elfenbein West Michigan Advisors LLC | 710 | $381,994.2 | $450,282.01 | $68,287.81 | 17.88% |
John Gorlow Cardiff Park Advisors LLC | 1,085 | $251,538.57 | $684,917.11 | $433,378.54 | 172.29% |
Andrew Burkey Joseph Group Capital Management | 58 | $31,474.57 | $37,714.5 | $6,239.93 | 19.83% |
Sean Reitenbach Prosperity Consulting Group LLC | 1,158 | $443,032.39 | $738,630.28 | $295,597.89 | 66.72% |
Kathleen Thornhill Confluence Wealth Services Inc. | 3,504 | $1.57M | $2.22M | $655,194.79 | 41.81% |
James Langer Redmont Wealth Advisors LLC | 15 | $4,912.5 | $9,513 | $4,600.5 | 93.65% |
Gery Sadzewicz Forum Private Client Group LLC | 656 | $207,483.52 | $418,429.59 | $210,946.07 | 101.67% |
Samantha Pierangeli City State Bank | 1,129 | $274,136.87 | $716,011.81 | $441,874.94 | 161.19% |
Roger Steed KRS Capital Management LLC | 347 | $247,483.88 | $220,067.4 | -$27,416.48 | -11.08% |
| EI Excelsior Investors Intelligent Financial Strategies | 195 | $42,537.3 | $123,669 | $81,131.7 | 190.73% |
W. Travis McKinney HB Wealth Management LLC | 9,760 | $3.33M | $6.19M | $2.86M | 86.01% |
| LF Lukas Feh LGT Group Foundation | 22,022 | $15.71M | $14.18M | -$1.52M | -9.7% |
Martin Schoeffel LGT Fund Management Co. Ltd. | 2,486 | $1.77M | $1.6M | -$171,981.46 | -9.7% |
Taylor Fairman Eagle Rock Investment Company LLC | 14,047 | $4.68M | $8.91M | $4.22M | 90.17% |
Timothy Taylor TCM Advisors LLC | 1,900 | $432,243 | $1.21M | $779,671.96 | 180.38% |
Jeremy Baltz Raleigh Capital Management Inc. | 716 | $224,423.04 | $454,087.21 | $229,664.17 | 102.34% |
Allison Tronnes Forum Financial Management LP | 402 | $164,905.05 | $254,948.4 | $90,043.35 | 54.6% |
| LWL Leo Wealth LLC Leo Wealth LLC | 1,195 | $332,422.8 | $757,869.01 | $425,446.21 | 127.98% |