| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
J. Adam Causey Jackson Thornton Wealth Management LLC | 976 | $201,065.75 | $203,515.52 | $2,449.77 | 1.22% |
Dominic Corabi Wedmont Private Capital | 1,501 | $312,645.64 | $320,583.58 | $7,937.94 | 2.54% |
| MC Mike Clark Cassady Schiller Wealth Management LLC | 9 | $1,680.21 | $1,933.11 | $252.9 | 15.05% |
Candace Cavalier Congress Wealth Management LLC / DE / | 11,540 | $1.87M | $2.47M | $599,839.69 | 32.04% |
Jaclyn Gilbert SAXON INTERESTS Inc. | 4,818 | $803,964.6 | $990,580.85 | $186,616.25 | 23.21% |
Kristie R. Furseth Bowman & Co S.C. | 9,461 | $1.43M | $2.03M | $600,400.62 | 42.03% |
Shaun Peterson Peterson Wealth Services | 11,764 | $2.21M | $2.42M | $212,072.02 | 9.61% |
Michelle Johnston 1620 INVESTMENT ADVISORS Inc. | 2,294 | $350,371.94 | $491,420.68 | $141,048.74 | 40.26% |
Richard Ahl, Jr. AHL INVESTMENT MANAGEMENT Inc. | 1,500 | $225,960 | $320,040 | $94,080 | 41.64% |
| MS Marek Sestak Czech National Bank | 32,623 | $4.96M | $6.8M | $1.84M | 37.12% |
Penny A. Phillips Journey Strategic Wealth LLC | 2,383 | $407,560.65 | $508,758.58 | $101,197.93 | 24.83% |
Billy DeFrance Lauterbach Financial Advisors LLC | 4,800 | $723,072 | $1.03M | $301,968 | 41.76% |
Ana-Maria Ignat Covestor Ltd | 43 | $7,919.2 | $9,215.33 | $1,296.13 | 16.37% |
Lonny Elfenbein West Michigan Advisors LLC | 1,983 | $388,747.32 | $413,495.16 | $24,747.84 | 6.37% |
Andrew Burkey Joseph Group Capital Management | 26 | $5,097.04 | $5,421.52 | $324.48 | 6.37% |
Kelly Kaczmarczyk Dravo Bay LLC | 2,631 | $484,156.62 | $559,126.96 | $74,970.34 | 15.48% |
Kathleen Thornhill Confluence Wealth Services Inc. | 3,108 | $507,134.46 | $648,080.16 | $140,945.7 | 27.79% |
Samantha Pierangeli City State Bank | 15 | $2,310.57 | $3,199.35 | $888.78 | 38.47% |
| BFA Blackston Financial Advisory Group LLC Blackston Financial Advisory Group LLC | 2,382 | $349,323.05 | $510,129.12 | $160,806.07 | 46.03% |
W. Travis McKinney HB Wealth Management LLC | 7,172 | $1.21M | $1.54M | $331,901.15 | 27.54% |