| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Tracy A. Zullo Zullo Investment Group Inc. | 348 | $220,746.85 | $226,342.68 | $5,595.83 | 2.53% |
Joshua Moeller Hill Island Financial LLC | 618 | $239,514.18 | $403,016.34 | $163,502.16 | 68.26% |
Brian Ramsay Wealthspan Partners LLC | 28,433 | $10.31M | $18.53M | $8.23M | 79.8% |
Ana-Maria Ignat Covestor Ltd | 1,189 | $490,323.2 | $773,646.63 | $283,323.43 | 57.78% |
Kathryn Brown Morton Brown Family Wealth LLC | 41 | $19,903.27 | $26,257.63 | $6,354.36 | 31.93% |
Lonny Elfenbein West Michigan Advisors LLC | 539 | $246,463.15 | $345,531.34 | $99,068.19 | 40.2% |
| RW Ryan Westerbeck Greenup Street Wealth Management LLC | 326 | $206,791.59 | $212,180.36 | $5,388.77 | 2.61% |
John Gorlow Cardiff Park Advisors LLC | 1,481 | $494,491.09 | $948,076.96 | $453,585.87 | 91.73% |
| CC Cheung Chan Chemistry Wealth Management LLC | 3,327 | $1.38M | $2.14M | $756,647.98 | 54.64% |
| JK Joshua Kirby Guardian Wealth Management Inc. | 318 | $201,716.95 | $207,646.04 | $5,929.09 | 2.94% |
| CB Catherine Bluvol Next Level Private LLC | 1,097 | $451,751.5 | $710,022.28 | $258,270.78 | 57.17% |
D. Patrick Franklin First International Bank & Trust | 2,086 | $810,455.91 | $1.37M | $557,949.66 | 68.84% |
Andrew Burkey Joseph Group Capital Management | 59 | $31,448.35 | $37,788.61 | $6,340.26 | 20.16% |
Kelly Kaczmarczyk Dravo Bay LLC | 470 | $220,751.06 | $309,250.6 | $88,499.54 | 40.09% |
Sean Reitenbach Prosperity Consulting Group LLC | 1,240 | $544,606.1 | $793,804.58 | $249,198.48 | 45.76% |
Kathleen Thornhill Confluence Wealth Services Inc. | 11,104 | $5.42M | $7.08M | $1.66M | 30.59% |
James Langer Redmont Wealth Advisors LLC | 14 | $7,118.86 | $8,970.08 | $1,851.22 | 26% |
Bill McVay Red Tortoise LLC | 5 | $2,346.75 | $3,195.77 | $849.02 | 36.18% |
| JBS Joseph Blane Shea Horizon Family Wealth Inc. | 642 | $257,436 | $418,667.46 | $161,231.46 | 62.63% |
Samantha Pierangeli City State Bank | 2,714 | $1.16M | $1.74M | $582,168.25 | 50.38% |