| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Lonny Elfenbein West Michigan Advisors LLC | 17,687 | $211,541.22 | $251,155.4 | $39,614.18 | 18.73% |
| CB Catherine Bluvol Next Level Private LLC | 188,982 | $2.11M | $2.68M | $577,370.67 | 27.41% |
| SR Sean Reitenbach Prosperity Consulting Group LLC | 120,992 | $1.41M | $1.72M | $303,538.18 | 21.46% |
Bill McVay Red Tortoise LLC | 466 | $4,673.98 | $6,537.98 | $1,864 | 39.88% |
| SP Samantha Pierangeli City State Bank | 32,724 | $381,318.85 | $469,098.54 | $87,779.69 | 23.02% |
| TA Thomas Anderton 626 Financial LLC | 30,314 | $380,405.3 | $425,305.42 | $44,900.12 | 11.8% |
| WTM W. Travis McKinney HB Wealth Management LLC | 106,932 | $1.19M | $1.51M | $317,338.84 | 26.68% |
| LF Lukas Feh LGT Group Foundation | 17,692 | $231,319.98 | $248,218.76 | $16,898.78 | 7.31% |
| TT Timothy Taylor TCM Advisors LLC | 163,355 | $3.16M | $2.29M | -$866,085.2 | -27.43% |
Jeremy Baltz Raleigh Capital Management Inc. | 78 | $949.94 | $1,099.02 | $149.08 | 15.69% |
| PE Paul Elam Oak Harbor Wealth Partners LLC | 48,954 | $564,929.16 | $689,761.86 | $124,832.7 | 22.1% |
| LWL Leo Wealth LLC Leo Wealth LLC | 15,208 | $177,213.44 | $214,280.72 | $37,067.28 | 20.92% |
| WJ William Jollie Quent Capital LLC | 6,685 | $80,387.6 | $94,659.6 | $14,272 | 17.75% |
Marc H. Stone Tyler-Stone Wealth Management | 30,148 | $425,682.7 | $424,785.32 | -$897.38 | -0.21% |
| RAF Richard A. Flora Key Client Fiduciary Advisors LLC | 13,841 | $184,804.95 | $195,019.69 | $10,214.74 | 5.53% |
Dalila Toledo Ascent Group LLC | 362,854 | $4.46M | $5.14M | $673,732.19 | 15.09% |
| EM Erin Mccann Simplicity Wealth LLC | 35,905 | $412,263.09 | $505,901.45 | $93,638.36 | 22.71% |
| RG Robert Glass AlphaCentric Advisors LLC | 16,355 | $188,736.7 | $230,441.95 | $41,705.25 | 22.1% |
Michael Byun SageView Advisory Group LLC | 63,093 | $684,540.85 | $893,396.88 | $208,856.03 | 30.51% |
| TK Taro Kuriyama Axq Capita LLP | 398,847 | $4.61M | $5.64M | $1.04M | 22.46% |