| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Arthur Romano FOREFRONT WEALTH MANAGEMENT Inc. | 4,000 | $217,867.52 | $430,480 | $212,612.48 | 97.59% |
Candace Cavalier Congress Wealth Management LLC / DE / | 3,585 | $306,481.65 | $385,817.7 | $79,336.05 | 25.89% |
Jaclyn Gilbert SAXON INTERESTS Inc. | 5,969 | $611,938.19 | $643,756.65 | $31,818.46 | 5.2% |
Kristie R. Furseth Bowman & Co S.C. | 10,381 | $959,515.83 | $1.12M | $157,687.39 | 16.43% |
| RS Radon Stancil POM Investment Strategies LLC | 52 | $4,806 | $5,596.24 | $790.24 | 16.44% |
Shaun Peterson Peterson Wealth Services | 11,745 | $1.13M | $1.26M | $130,784.42 | 11.54% |
Michelle Johnston 1620 INVESTMENT ADVISORS Inc. | 1,200 | $90,984 | $129,144 | $38,160 | 41.94% |
| RM Robert Macaulay Jmac Enterprises LLC | 5,000 | $301,660 | $538,100 | $236,440 | 78.38% |
Timothy Tenneriello Oliver Lagore Vanvalin Investment Group | 173 | $8,762 | $18,618.26 | $9,856.26 | 112.49% |
| MS Marek Sestak Czech National Bank | 130,332 | $8.43M | $14.03M | $5.6M | 66.38% |
Penny A. Phillips Journey Strategic Wealth LLC | 4,312 | $353,873.06 | $464,057.44 | $110,184.38 | 31.14% |
Ana-Maria Ignat Covestor Ltd | 280 | $20,823.12 | $30,010.4 | $9,187.28 | 44.12% |
Kathryn Brown Morton Brown Family Wealth LLC | 6 | $689.16 | $645.72 | -$43.44 | -6.3% |
Lonny Elfenbein West Michigan Advisors LLC | 3,641 | $409,102.76 | $391,844.42 | -$17,258.34 | -4.22% |
Andrew Burkey Joseph Group Capital Management | 181 | $20,482.16 | $19,703.66 | -$778.5 | -3.8% |
Sean Reitenbach Prosperity Consulting Group LLC | 6,607 | $455,662.04 | $712,564.95 | $256,902.91 | 56.38% |
Kathleen Thornhill Confluence Wealth Services Inc. | 7,332 | $842,153.52 | $789,069.84 | -$53,083.68 | -6.3% |
Bill McVay Red Tortoise LLC | 74 | $4,162.5 | $7,963.88 | $3,801.38 | 91.32% |
Samantha Pierangeli City State Bank | 48 | $5,513.28 | $5,165.76 | -$347.52 | -6.3% |
W. Travis McKinney HB Wealth Management LLC | 26,124 | $2.07M | $2.81M | $746,378.6 | 36.14% |