| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
M. Katherine Pieper Unionview LLC | 93,717 | $4.5M | $6.66M | $2.16M | 47.95% |
Caroline Jankowski Operose Advisors LLC | 389 | $19,127.13 | $27,677.35 | $8,550.22 | 44.7% |
Lonny Elfenbein West Michigan Advisors LLC | 7,513 | $404,779.69 | $534,549.95 | $129,770.26 | 32.06% |
Bill McVay Red Tortoise LLC | 401 | $23,763.26 | $28,326.64 | $4,563.38 | 19.2% |
| MH Michael Hackman HFG Advisors Inc. | 143,684 | $7.08M | $10.15M | $3.07M | 43.39% |
Marc H. Stone Tyler-Stone Wealth Management | 4,882 | $262,261.04 | $343,546.34 | $81,285.3 | 30.99% |
Michael Byun SageView Advisory Group LLC | 178 | $11,200 | $12,534.76 | $1,334.76 | 11.92% |
| ABH Alexander B. Harcus Montz Harcus Wealth Management LLC | 14,765 | $870,378.33 | $1.04M | $168,634.72 | 19.37% |
| TG Timothy Gerlach Novem Group | 5,753 | $339,762.77 | $405,126.26 | $65,363.49 | 19.24% |
Amanda Hawley Atria Wealth Solutions Inc. | 23,417 | $1.16M | $1.66M | $495,352.66 | 42.63% |
Benjamin Cauley Carr Financial Group Corp. | 6,122 | $351,787.32 | $433,682.48 | $81,895.16 | 23.28% |
| TL Tradewinds LLC Tradewinds LLC | 4,536 | $274,155.84 | $321,330.24 | $47,174.4 | 17.21% |
Leonid Berline ARMSTRONG ADVISORY GROUP Inc. | 1,161 | $68,568.93 | $81,612.49 | $13,043.56 | 19.02% |
Mariana Coli Dunhill Financial LLC | 473 | $28,277.89 | $33,478.94 | $5,201.05 | 18.39% |
| SMK Solomon M. Kilgroe Cyndeo Wealth Partners LLC | 7,968 | $370,394.7 | $563,975.04 | $193,580.34 | 52.26% |
Loni Adams Daymark Wealth Partners LLC | 58,496 | $3.49M | $4.14M | $650,729.99 | 18.66% |
Brian Matter Creative Capital Management Investments LLC | 1,442 | $84,983.62 | $102,064.76 | $17,081.14 | 20.1% |
| SR Scott Register Register Financial Advisors LLC | 3,173 | $182,931.58 | $228,291 | $45,359.42 | 24.8% |
| CCW Cassaday & Co. Wealth Management LLC Cassaday & Co. Wealth Management LLC | 3,648 | $208,907 | $257,311.68 | $48,404.68 | 23.17% |
Joyce A. Kruzan Kaydan Wealth Management Inc. | 7,183 | $352,910.23 | $506,652.9 | $153,742.67 | 43.56% |