| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Clint Dunn Beaird Harris Wealth Management LLC | 98 | $11,971 | $13,467.16 | $1,496.16 | 12.5% |
Loyd Stegent Stegent Equity Advisors Inc. | 2,135 | $308,656.95 | $293,690.6 | -$14,966.35 | -4.85% |
| PAP Penny A. Phillips Journey Strategic Wealth LLC | 4,058 | $522,767.46 | $557,650.36 | $34,882.9 | 6.67% |
| RK Russell Kartub Insight Inv LLC | 23,521 | $2.82M | $3.24M | $416,946.81 | 14.79% |
| TG Tyler Glazier New Millennium Group LLC | 19 | $2,334.28 | $2,610.98 | $276.7 | 11.85% |
Caroline Jankowski Operose Advisors LLC | 127 | $18,360.39 | $17,452.34 | -$908.05 | -4.95% |
Ana-Maria Ignat Covestor Ltd | 609 | $69,733.83 | $85,004.22 | $15,270.39 | 21.9% |
Lonny Elfenbein West Michigan Advisors LLC | 30,684 | $3.61M | $4.22M | $601,817.45 | 16.65% |
Andrew Burkey Joseph Group Capital Management | 97 | $12,124.41 | $13,329.74 | $1,205.33 | 9.94% |
| SR Sean Reitenbach Prosperity Consulting Group LLC | 4,211 | $519,940.58 | $578,675.62 | $58,735.04 | 11.3% |
Kathleen Thornhill Confluence Wealth Services Inc. | 12,881 | $1.6M | $1.78M | $182,554.13 | 11.41% |
| JL James Langer Redmont Wealth Advisors LLC | 39 | $4,664.79 | $5,359.38 | $694.59 | 14.89% |
| JBS Joseph Blane Shea Horizon Family Wealth Inc. | 1,556 | $224,950.92 | $213,825.52 | -$11,125.4 | -4.95% |
| SP Samantha Pierangeli City State Bank | 115 | $14,894.8 | $16,074.7 | $1,179.9 | 7.92% |
| MWM Marion Wealth Management Marion Wealth Management | 15,253 | $1.62M | $2.1M | $480,028.04 | 29.69% |
| WTM W. Travis McKinney HB Wealth Management LLC | 17,325 | $2.19M | $2.42M | $227,855.19 | 10.41% |
| LF Lukas Feh LGT Group Foundation | 2,900 | $304,529 | $401,316.5 | $96,787.5 | 31.78% |
| MC mike Chen Byrne Asset Management LLC | 36 | $4,319.04 | $5,020.92 | $701.88 | 16.25% |
Jeremy Baltz Raleigh Capital Management Inc. | 204 | $21,422.04 | $28,451.88 | $7,029.84 | 32.82% |
| LWL Leo Wealth LLC Leo Wealth LLC | 7,818 | $1.06M | $1.09M | $32,960.57 | 3.12% |