| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| PAP Penny A. Phillips Journey Strategic Wealth LLC | 11,566 | $1.38M | $1.44M | $62,120.77 | 4.52% |
| TG Tyler Glazier New Millennium Group LLC | 604 | $58,587.89 | $75,068.14 | $16,480.25 | 28.13% |
Caroline Jankowski Operose Advisors LLC | 22 | $2,880.68 | $2,734.27 | -$146.41 | -5.08% |
Ana-Maria Ignat Covestor Ltd | 368 | $42,262.14 | $46,404.8 | $4,142.66 | 9.8% |
Lonny Elfenbein West Michigan Advisors LLC | 6,934 | $789,451.97 | $861,792.19 | $72,340.22 | 9.16% |
John Gorlow Cardiff Park Advisors LLC | 2,316 | $303,257.04 | $287,844.06 | -$15,412.98 | -5.08% |
| SD Stefan Demuth Ameliora Wealth Management Ltd. | 50 | $4,413 | $6,214.25 | $1,801.25 | 40.82% |
| AE Alexis Eubanks TILIA FIDUCIARY PARTNERS Inc. | 2,126 | $225,706.69 | $264,229.91 | $38,523.22 | 17.07% |
| JN John Nunn Paradigm Capital Management LLC/NV | 6,701 | $796,417.73 | $832,833.78 | $36,416.05 | 4.57% |
Brian Kellett Kellett Wealth Advisors LLC | 9,427 | $968,377.18 | $1.17M | $203,257.51 | 20.99% |
Andrew Burkey Joseph Group Capital Management | 307 | $38,595.01 | $38,155.49 | -$439.52 | -1.14% |
| SR Sean Reitenbach Prosperity Consulting Group LLC | 7,985 | $913,755.39 | $992,415.72 | $78,660.33 | 8.61% |
Kathleen Thornhill Confluence Wealth Services Inc. | 14,564 | $1.5M | $1.81M | $307,006.25 | 20.4% |
| JL James Langer Redmont Wealth Advisors LLC | 1,347 | $164,293.59 | $167,411.89 | $3,118.3 | 1.9% |
Bill McVay Red Tortoise LLC | 109 | $9,620.34 | $13,558.51 | $3,938.17 | 40.94% |
| SP Samantha Pierangeli City State Bank | 2,292 | $229,560.71 | $286,958.4 | $57,397.69 | 25% |
| GC Gregory Clinton KRAEMATON INVESTMENT ADVISORS Inc. | 2,414 | $254,004.69 | $300,023.99 | $46,019.3 | 18.12% |
| JCC Jason Cyril Crawshaw William Allan Corp | 2,717 | $332,556.14 | $337,682.34 | $5,126.2 | 1.54% |
| BFA Blackston Financial Advisory Group LLC Blackston Financial Advisory Group LLC | 2,938 | $358,859.15 | $365,457.82 | $6,598.67 | 1.84% |
| MC Morgan Christen Spinnaker Investment Group LLC | 6,290 | $708,055.64 | $788,388.6 | $80,332.96 | 11.35% |