| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Caroline Jankowski Operose Advisors LLC | 563 | $32,434.43 | $44,302.47 | $11,868.04 | 36.59% |
Kathryn Brown Morton Brown Family Wealth LLC | 1,790 | $105,600.29 | $141,078.85 | $35,478.56 | 33.6% |
Lonny Elfenbein West Michigan Advisors LLC | 4,643 | $290,241.94 | $366,307.63 | $76,065.69 | 26.21% |
John Gorlow Cardiff Park Advisors LLC | 2,002 | $105,163.92 | $157,837.68 | $52,673.76 | 50.09% |
Marshall McCormick Fingerlakes Wealth Management Inc. | 34,075 | $1.98M | $2.68M | $701,898.24 | 35.49% |
Jay Richards Investment Advisory Group LLC | 13,792 | $783,979.14 | $1.09M | $306,623.26 | 39.11% |
| CB Catherine Bluvol Next Level Private LLC | 3,493 | $245,138.74 | $276,261.37 | $31,122.63 | 12.7% |
Sean Reitenbach Prosperity Consulting Group LLC | 139,275 | $8.76M | $10.97M | $2.21M | 25.22% |
Kathleen Thornhill Confluence Wealth Services Inc. | 1.27M | $77.28M | $100.29M | $23.01M | 29.78% |
Bill McVay Red Tortoise LLC | 75,221 | $3.85M | $5.92M | $2.07M | 53.76% |
Samantha Pierangeli City State Bank | 9,307 | $508,052.75 | $732,740.11 | $224,687.36 | 44.23% |
Michael Hackman HFG Advisors Inc. | 4,767 | $277,222.14 | $374,567.02 | $97,344.88 | 35.11% |
W. Travis McKinney HB Wealth Management LLC | 274,583 | $14.47M | $21.58M | $7.11M | 49.11% |
Daniel Forbes Forbes Financial Planning Inc. | 148,966 | $9.07M | $11.73M | $2.67M | 29.41% |
| MPR Maureen P. Ruggiero Mendel Capital Management LLC | 6,282 | $316,547.09 | $494,110.71 | $177,563.62 | 56.09% |
Nathan Geraci ETF Store Inc. | 4,134 | $313,315.86 | $324,911.73 | $11,595.87 | 3.7% |
Russell Mohberg Regatta Capital Group LLC | 6,971 | $486,888 | $551,371.24 | $64,483.24 | 13.24% |
| JRS James RG Skjong Ulland Investment Advisors LLC | 440 | $26,989.6 | $34,718.2 | $7,728.6 | 28.64% |
Courtney Lawson Autumn Glory Partners LLC | 114,631 | $6.18M | $9.06M | $2.89M | 46.76% |
Michelle McCarthy Vantage Financial Partners LLC | 67,745 | $4.37M | $5.36M | $991,581.15 | 22.71% |