| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| HGL Herbst Group LLC Herbst Group LLC | 5,050 | $1.67M | $5M | $3.33M | 199.83% |
Tyler Glazier New Millennium Group LLC | 8,614 | $5.3M | $8.53M | $3.23M | 61.05% |
Caroline Jankowski Operose Advisors LLC | 202 | $47,968.27 | $210,059.8 | $162,091.53 | 337.91% |
Brian Ramsay Wealthspan Partners LLC | 362 | $353,734.8 | $362,108.6 | $8,373.8 | 2.37% |
Billy DeFrance Lauterbach Financial Advisors LLC | 636 | $342,996.5 | $629,824.43 | $286,827.93 | 83.62% |
Ana-Maria Ignat Covestor Ltd | 69 | $49,573.85 | $68,332.08 | $18,758.23 | 37.84% |
Kathryn Brown Morton Brown Family Wealth LLC | 45 | $10,728 | $44,563.05 | $33,835.05 | 315.39% |
Lonny Elfenbein West Michigan Advisors LLC | 567 | $359,742.3 | $561,494.42 | $201,752.12 | 56.08% |
| RW Ryan Westerbeck Greenup Street Wealth Management LLC | 245 | $213,860.5 | $242,621.05 | $28,760.55 | 13.45% |
| LMK Lawrence M. Korchan Frontier Asset Management LLC | 1,138 | $993,360.2 | $1.14M | $144,981.2 | 14.6% |
Stefan Demuth Ameliora Wealth Management Ltd. | 610 | $253,602.14 | $604,076.89 | $350,474.75 | 138.2% |
Eric Lai Archvest Wealth Advisors Inc. | 570 | $378,269.09 | $564,465.29 | $186,196.2 | 49.22% |
| CC Cheung Chan Chemistry Wealth Management LLC | 284 | $247,903.6 | $281,242.35 | $33,338.75 | 13.45% |
Jay Richards Investment Advisory Group LLC | 204 | $239,671.44 | $204,061.2 | -$35,610.24 | -14.86% |
Daniel Flack Intrinsic Value Partners LLC | 795 | $136,350.45 | $787,280.53 | $650,930.08 | 477.39% |
| CB Catherine Bluvol Next Level Private LLC | 12,685 | $2.18M | $12.56M | $10.38M | 474.94% |
Andrew Burkey Joseph Group Capital Management | 94 | $83,899.02 | $94,028.2 | $10,129.18 | 12.07% |
Sean Reitenbach Prosperity Consulting Group LLC | 2,481 | $1.67M | $2.58M | $913,728.8 | 54.84% |
Kathleen Thornhill Confluence Wealth Services Inc. | 4,067 | $3.12M | $4.03M | $907,741.82 | 29.1% |
James Langer Redmont Wealth Advisors LLC | 17 | $8,995.55 | $16,834.93 | $7,839.38 | 87.15% |