| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
G. Adam Parmer Enhancing Capital LLC | 3,412 | $510,314.29 | $513,642.45 | $3,328.16 | 0.65% |
Tyler Glazier New Millennium Group LLC | 182 | $25,234.47 | $27,751.36 | $2,516.89 | 9.97% |
Caroline Jankowski Operose Advisors LLC | 500 | $55,010 | $75,665 | $20,655 | 37.55% |
Ana-Maria Ignat Covestor Ltd | 145 | $23,484.2 | $21,793.5 | -$1,690.7 | -7.2% |
Lonny Elfenbein West Michigan Advisors LLC | 2,676 | $459,321.19 | $408,036.48 | -$51,284.71 | -11.17% |
Stefan Demuth Ameliora Wealth Management Ltd. | 132 | $21,378.72 | $20,127.36 | -$1,251.36 | -5.85% |
| CC Cheung Chan Chemistry Wealth Management LLC | 7,705 | $849,892.68 | $1.17M | $324,965.72 | 38.24% |
Daniel Flack Intrinsic Value Partners LLC | 4,566 | $429,831.59 | $696,223.68 | $266,392.09 | 61.98% |
Andrew Burkey Joseph Group Capital Management | 157 | $24,061.94 | $23,424.4 | -$637.54 | -2.65% |
Kathleen Thornhill Confluence Wealth Services Inc. | 6,591 | $936,578.8 | $1M | $68,416.88 | 7.3% |
James Langer Redmont Wealth Advisors LLC | 55 | $10,090.85 | $8,386.4 | -$1,704.45 | -16.89% |
Bill McVay Red Tortoise LLC | 93 | $12,317.22 | $14,180.64 | $1,863.42 | 15.13% |
Samantha Pierangeli City State Bank | 46 | $5,953.08 | $7,014.08 | $1,061 | 17.82% |
Roger Steed KRS Capital Management LLC | 1,702 | $182,510.54 | $259,520.96 | $77,010.42 | 42.2% |
W. Travis McKinney HB Wealth Management LLC | 80,419 | $10.6M | $12.26M | $1.66M | 15.64% |
| LF Lukas Feh LGT Group Foundation | 181,047 | $29.9M | $27.25M | -$2.64M | -8.83% |
Martin Schoeffel LGT Fund Management Co. Ltd. | 65,199 | $10.18M | $9.82M | -$368,274.96 | -3.62% |
Russell Mohberg Regatta Capital Group LLC | 2,365 | $291,155.15 | $357,895.45 | $66,740.3 | 22.92% |
Timothy Taylor TCM Advisors LLC | 3,855 | $411,715.8 | $583,377.15 | $171,661.35 | 41.69% |
| JRS James RG Skjong Ulland Investment Advisors LLC | 9,360 | $1.4M | $1.43M | $26,705.53 | 1.91% |