| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Joshua Moeller Hill Island Financial LLC | 2,407 | $488,567.01 | $589,823.31 | $101,256.3 | 20.73% |
Ana-Maria Ignat Covestor Ltd | 545 | $144,634.7 | $134,473.3 | -$10,161.4 | -7.03% |
Kathryn Brown Morton Brown Family Wealth LLC | 5 | $1,334.9 | $1,202.15 | -$132.75 | -9.94% |
Lonny Elfenbein West Michigan Advisors LLC | 16,527 | $4.31M | $3.96M | -$348,301.7 | -8.08% |
Stefan Demuth Ameliora Wealth Management Ltd. | 100 | $33,124.8 | $23,926.5 | -$9,198.3 | -27.77% |
| CC Cheung Chan Chemistry Wealth Management LLC | 13,010 | $2.28M | $3.13M | $850,801.94 | 37.3% |
| CB Catherine Bluvol Next Level Private LLC | 2,619 | $488,888.73 | $631,270.66 | $142,381.93 | 29.12% |
Andrew Burkey Joseph Group Capital Management | 264 | $69,936.24 | $63,481.44 | -$6,454.8 | -9.23% |
Sean Reitenbach Prosperity Consulting Group LLC | 2,757 | $757,133.12 | $661,845.42 | -$95,287.7 | -12.59% |
Kathleen Thornhill Confluence Wealth Services Inc. | 4,337 | $947,971.23 | $1.04M | $87,400.78 | 9.22% |
James Langer Redmont Wealth Advisors LLC | 50 | $13,634.5 | $11,988.5 | -$1,646 | -12.07% |
Bill McVay Red Tortoise LLC | 310 | $86,756.83 | $74,317.85 | -$12,438.98 | -14.34% |
Samantha Pierangeli City State Bank | 2,930 | $626,526.97 | $705,353.55 | $78,826.58 | 12.58% |
| GC Gregory Clinton KRAEMATON INVESTMENT ADVISORS Inc. | 3,250 | $808,983.75 | $798,005 | -$10,978.75 | -1.36% |
Roger Steed KRS Capital Management LLC | 4,220 | $1.03M | $1.02M | -$13,505.94 | -1.31% |
John Swift Benchmark Investment Advisors LLC | 3,426 | $927,043.43 | $837,108.84 | -$89,934.59 | -9.7% |
| TA Thomas Anderton 626 Financial LLC | 1,446 | $391,014.61 | $356,786.05 | -$34,228.56 | -8.75% |
| MWM Marion Wealth Management Marion Wealth Management | 22,482 | $5.26M | $5.39M | $133,859.27 | 2.55% |
W. Travis McKinney HB Wealth Management LLC | 33,897 | $8.91M | $8.36M | -$542,420.81 | -6.09% |
| LF Lukas Feh LGT Group Foundation | 20,057 | $5.32M | $4.81M | -$509,069.3 | -9.58% |