| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Ana-Maria Ignat Covestor Ltd | 63 | $41,028.07 | $59,769.69 | $18,741.62 | 45.68% |
Kathryn Brown Morton Brown Family Wealth LLC | 39 | $29,409.5 | $36,899.07 | $7,489.57 | 25.47% |
Lonny Elfenbein West Michigan Advisors LLC | 295 | $196,582.9 | $279,108.35 | $82,525.45 | 41.98% |
John Gorlow Cardiff Park Advisors LLC | 1,112 | $638,825.69 | $1.05M | $413,270.87 | 64.69% |
| LMK Lawrence M. Korchan Frontier Asset Management LLC | 338 | $291,470.92 | $319,791.94 | $28,321.02 | 9.72% |
Stefan Demuth Ameliora Wealth Management Ltd. | 721 | $520,603.51 | $682,159.73 | $161,556.22 | 31.03% |
Eric Lai Archvest Wealth Advisors Inc. | 606 | $500,545.67 | $573,354.78 | $72,809.11 | 14.55% |
| CC Cheung Chan Chemistry Wealth Management LLC | 3,087 | $1.86M | $2.92M | $1.06M | 57.26% |
| AE Alexis Eubanks TILIA FIDUCIARY PARTNERS Inc. | 1,001 | $591,029.51 | $947,866.92 | $356,837.41 | 60.38% |
Marshall McCormick Fingerlakes Wealth Management Inc. | 356 | $329,524.28 | $336,822.28 | $7,298 | 2.21% |
Jay Richards Investment Advisory Group LLC | 590 | $538,138.12 | $558,216.7 | $20,078.58 | 3.73% |
| JN John Nunn Paradigm Capital Management LLC/NV | 577 | $571,195.38 | $545,917.01 | -$25,278.37 | -4.43% |
| CB Catherine Bluvol Next Level Private LLC | 466 | $417,814.78 | $440,896.58 | $23,081.8 | 5.52% |
D. Patrick Franklin First International Bank & Trust | 1,785 | $1.44M | $1.69M | $244,485.36 | 16.93% |
Andrew Burkey Joseph Group Capital Management | 134 | $129,096.65 | $126,781.42 | -$2,315.23 | -1.79% |
Sean Reitenbach Prosperity Consulting Group LLC | 12,482 | $10.21M | $11.81M | $1.6M | 15.69% |
Kathleen Thornhill Confluence Wealth Services Inc. | 8,020 | $5.95M | $7.59M | $1.64M | 27.55% |
David Jarvis Corton Capital Inc. | 398 | $368,400.74 | $376,705.01 | $8,304.27 | 2.25% |
James Langer Redmont Wealth Advisors LLC | 43 | $41,905.02 | $40,699.28 | -$1,205.74 | -2.88% |
Bill McVay Red Tortoise LLC | 81 | $74,976.03 | $76,702.14 | $1,726.11 | 2.3% |