| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Ana-Maria Ignat Covestor Ltd | 1,556 | $54,500.62 | $67,787.14 | $13,286.52 | 24.38% |
Lonny Elfenbein West Michigan Advisors LLC | 36,038 | $1.62M | $1.55M | -$68,354.99 | -4.23% |
Kathleen Thornhill Confluence Wealth Services Inc. | 8,936 | $292,490.09 | $385,837.71 | $93,347.62 | 31.91% |
| JL James Langer Redmont Wealth Advisors LLC | 961 | $35,941.4 | $41,265.34 | $5,323.94 | 14.81% |
| SP Samantha Pierangeli City State Bank | 200 | $9,060 | $8,746 | -$314 | -3.47% |
Brenda Bickle Adamsbrown Wealth Consultants LLC | 6,792 | $320,465.93 | $293,264.3 | -$27,201.63 | -8.49% |
| WTM W. Travis McKinney HB Wealth Management LLC | 29,897 | $1.29M | $1.3M | $12,425.11 | 0.96% |
Martin Schoeffel LGT Fund Management Co. Ltd. | 51,000 | $2.57M | $2.2M | -$364,247.1 | -14.19% |
Courtney Lawson Autumn Glory Partners LLC | 33,365 | $1.39M | $1.44M | $55,405.43 | 4% |
Matt Monson Sovereign's Capital Management LLC | 12,377 | $418,924.39 | $534,412.87 | $115,488.48 | 27.57% |
Jeremy Baltz Raleigh Capital Management Inc. | 50 | $2,516 | $2,177.5 | -$338.5 | -13.45% |
| LWL Leo Wealth LLC Leo Wealth LLC | 5,605 | $282,051 | $244,097.75 | -$37,953.25 | -13.46% |
| WJ William Jollie Quent Capital LLC | 4,556 | $160,130.12 | $197,775.96 | $37,645.84 | 23.51% |
| RAF Richard A. Flora Key Client Fiduciary Advisors LLC | 8,442 | $360,864.61 | $367,649.1 | $6,784.49 | 1.88% |
| MS Missy Straw Nilsine Partners LLC | 20,954 | $754,041.01 | $912,546.7 | $158,505.69 | 21.02% |
Dalila Toledo Ascent Group LLC | 25,417 | $1.01M | $1.1M | $93,758.37 | 9.29% |
Michael Byun SageView Advisory Group LLC | 1,566 | $57,361 | $67,980.06 | $10,619.06 | 18.51% |
| DW Darren Woolson Asset Allocation Strategies LLC | 5,138 | $258,557 | $223,040.58 | -$35,516.42 | -13.74% |
| MT Michael Topley Lansing Street Advisors | 20,150 | $1.01M | $874,711.5 | -$139,236.5 | -13.73% |
Mark Fiskio Empirical Asset Management LLC | 5,029 | $253,059.28 | $218,308.89 | -$34,750.39 | -13.73% |