| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Clint Dunn Beaird Harris Wealth Management LLC | 5 | $1,351.62 | $1,388.15 | $36.53 | 2.7% |
Jennifer Carlson Gould Capital LLC | 190 | $43,111.97 | $52,523.6 | $9,411.63 | 21.83% |
Penny A. Phillips Journey Strategic Wealth LLC | 2,201 | $591,880.48 | $611,063.63 | $19,183.15 | 3.24% |
Tyler Glazier New Millennium Group LLC | 66 | $15,708 | $17,824.62 | $2,116.62 | 13.47% |
Ana-Maria Ignat Covestor Ltd | 175 | $36,475.6 | $49,904.75 | $13,429.15 | 36.82% |
Lonny Elfenbein West Michigan Advisors LLC | 1,143 | $207,643.79 | $314,702.19 | $107,058.4 | 51.56% |
Stefan Demuth Ameliora Wealth Management Ltd. | 700 | $164,024 | $192,731 | $28,707 | 17.5% |
Andrew Burkey Joseph Group Capital Management | 88 | $23,517.38 | $24,916.32 | $1,398.94 | 5.95% |
Sean Reitenbach Prosperity Consulting Group LLC | 2,879 | $708,001.33 | $792,675.07 | $84,673.74 | 11.96% |
Kathleen Thornhill Confluence Wealth Services Inc. | 1,014 | $282,510.53 | $281,516.82 | -$993.71 | -0.35% |
Samantha Pierangeli City State Bank | 8 | $2,114.16 | $2,221.04 | $106.88 | 5.06% |
Brenda Bickle Adamsbrown Wealth Consultants LLC | 1,285 | $221,296.8 | $354,235.96 | $132,939.16 | 60.07% |
W. Travis McKinney HB Wealth Management LLC | 29,406 | $7.15M | $8.16M | $1.01M | 14.19% |
| LF Lukas Feh LGT Group Foundation | 21,775 | $4.8M | $6M | $1.2M | 25.03% |
Martin Schoeffel LGT Fund Management Co. Ltd. | 4,200 | $1.12M | $1.19M | $65,974.44 | 5.89% |
Russell Mohberg Regatta Capital Group LLC | 898 | $179,882.64 | $246,976.94 | $67,094.3 | 37.3% |
| JRS James RG Skjong Ulland Investment Advisors LLC | 1,321 | $316,104.38 | $364,160.08 | $48,055.7 | 15.2% |
Courtney Lawson Autumn Glory Partners LLC | 1,286 | $342,101.72 | $353,688.58 | $11,586.86 | 3.39% |
Jeremy Baltz Raleigh Capital Management Inc. | 4 | $1,064.08 | $1,101.32 | $37.24 | 3.5% |
| DC Debora Caley Richwood Investment Advisors LLC | 1,570 | $406,915.18 | $432,801.92 | $25,886.74 | 6.36% |