| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Penny A. Phillips Journey Strategic Wealth LLC | 871 | $333,294.69 | $463,990.41 | $130,695.72 | 39.21% |
Russell Kartub Insight Inv LLC | 350 | $249,623.51 | $185,174.5 | -$64,449.01 | -25.82% |
G. Adam Parmer Enhancing Capital LLC | 7,164 | $1.58M | $3.76M | $2.18M | 138.36% |
Tyler Glazier New Millennium Group LLC | 155 | $42,924.15 | $83,374.5 | $40,450.35 | 94.24% |
Tracy A. Zullo Zullo Investment Group Inc. | 854 | $261,282.88 | $458,094.14 | $196,811.26 | 75.32% |
Ana-Maria Ignat Covestor Ltd | 226 | $145,757.06 | $120,396.98 | -$25,360.08 | -17.4% |
Kathryn Brown Morton Brown Family Wealth LLC | 34 | $10,656.96 | $18,288.26 | $7,631.3 | 71.61% |
Lonny Elfenbein West Michigan Advisors LLC | 710 | $381,994.2 | $382,058.1 | $63.9 | 0.02% |
John Gorlow Cardiff Park Advisors LLC | 1,085 | $251,538.57 | $583,263.45 | $331,724.88 | 131.88% |
Andrew Burkey Joseph Group Capital Management | 58 | $31,474.57 | $31,216.18 | -$258.39 | -0.82% |
Sean Reitenbach Prosperity Consulting Group LLC | 1,158 | $443,032.39 | $621,753.36 | $178,720.97 | 40.34% |
Kathleen Thornhill Confluence Wealth Services Inc. | 3,504 | $1.57M | $1.88M | $315,622.11 | 20.14% |
James Langer Redmont Wealth Advisors LLC | 15 | $4,912.5 | $8,071.65 | $3,159.15 | 64.31% |
Gery Sadzewicz Forum Private Client Group LLC | 656 | $207,483.52 | $344,695.2 | $137,211.68 | 66.13% |
Samantha Pierangeli City State Bank | 1,129 | $274,136.87 | $602,231.16 | $328,094.29 | 119.68% |
Roger Steed KRS Capital Management LLC | 347 | $247,483.88 | $184,857.3 | -$62,626.58 | -25.31% |
| EI Excelsior Investors Intelligent Financial Strategies | 195 | $42,537.3 | $102,331.12 | $59,793.82 | 140.57% |
W. Travis McKinney HB Wealth Management LLC | 10,266 | $3.69M | $5.47M | $1.78M | 48.27% |
| LF Lukas Feh LGT Group Foundation | 22,022 | $15.71M | $11.85M | -$3.86M | -24.56% |
Martin Schoeffel LGT Fund Management Co. Ltd. | 2,486 | $1.77M | $1.33M | -$440,046.91 | -24.82% |