| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Lisa Cooper Figure 8 Investment Strategies LLC | 3,754 | $1.6M | $2.33M | $731,265.56 | 45.72% |
Raymond L. Eaton Primoris Wealth Advisors LLC | 631 | $260,527.28 | $373,974.76 | $113,447.48 | 43.55% |
Caroline Jankowski Operose Advisors LLC | 625 | $312,441.25 | $387,356.26 | $74,915.01 | 23.98% |
Tracy A. Zullo Zullo Investment Group Inc. | 348 | $220,746.85 | $206,249.15 | -$14,497.7 | -6.57% |
Joshua Moeller Hill Island Financial LLC | 618 | $239,514.18 | $376,535.04 | $137,020.86 | 57.21% |
Brian Ramsay Wealthspan Partners LLC | 28,433 | $10.31M | $17.48M | $7.17M | 69.6% |
Ana-Maria Ignat Covestor Ltd | 1,189 | $490,323.2 | $738,166.89 | $247,843.69 | 50.55% |
Kathryn Brown Morton Brown Family Wealth LLC | 41 | $19,903.27 | $24,299.47 | $4,396.2 | 22.09% |
Lonny Elfenbein West Michigan Advisors LLC | 539 | $246,463.15 | $319,449.12 | $72,985.97 | 29.61% |
| RW Ryan Westerbeck Greenup Street Wealth Management LLC | 326 | $206,791.59 | $193,210.41 | -$13,581.18 | -6.57% |
John Gorlow Cardiff Park Advisors LLC | 1,481 | $494,491.09 | $901,706.82 | $407,215.73 | 82.35% |
| CC Cheung Chan Chemistry Wealth Management LLC | 3,327 | $1.38M | $1.97M | $587,070.72 | 42.4% |
| JK Joshua Kirby Guardian Wealth Management Inc. | 318 | $201,716.95 | $188,469.05 | -$13,247.9 | -6.57% |
| CB Catherine Bluvol Next Level Private LLC | 1,097 | $451,751.5 | $650,158.97 | $198,407.47 | 43.92% |
D. Patrick Franklin First International Bank & Trust | 2,086 | $810,455.91 | $1.24M | $425,853.67 | 52.54% |
Andrew Burkey Joseph Group Capital Management | 59 | $31,448.35 | $36,275.56 | $4,827.21 | 15.35% |
Kelly Kaczmarczyk Dravo Bay LLC | 470 | $220,751.06 | $286,361.6 | $65,610.54 | 29.72% |
Sean Reitenbach Prosperity Consulting Group LLC | 1,240 | $544,606.1 | $768,514.82 | $223,908.72 | 41.11% |
Kathleen Thornhill Confluence Wealth Services Inc. | 11,104 | $5.42M | $6.58M | $1.16M | 21.4% |
James Langer Redmont Wealth Advisors LLC | 14 | $7,118.86 | $8,297.38 | $1,178.52 | 16.55% |