| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Lindsey Seagraves Carson Advisory Inc. | 2,510 | $284,380.89 | $399,993.6 | $115,612.71 | 40.65% |
Penny A. Phillips Journey Strategic Wealth LLC | 5,137 | $864,491.57 | $823,152.88 | -$41,338.69 | -4.78% |
Lisa Cooper Figure 8 Investment Strategies LLC | 8,872 | $1.51M | $1.4M | -$110,425.08 | -7.32% |
G. Adam Parmer Enhancing Capital LLC | 3,412 | $510,314.29 | $540,648.46 | $30,334.17 | 5.94% |
Tyler Glazier New Millennium Group LLC | 182 | $25,234.47 | $28,857.92 | $3,623.45 | 14.36% |
Caroline Jankowski Operose Advisors LLC | 500 | $55,010 | $79,237.5 | $24,227.5 | 44.04% |
Ana-Maria Ignat Covestor Ltd | 145 | $23,484.2 | $22,969.45 | -$514.75 | -2.19% |
Lonny Elfenbein West Michigan Advisors LLC | 2,676 | $459,321.19 | $425,095.98 | -$34,225.21 | -7.45% |
Stefan Demuth Ameliora Wealth Management Ltd. | 132 | $21,378.72 | $21,052.68 | -$326.04 | -1.53% |
| CC Cheung Chan Chemistry Wealth Management LLC | 7,773 | $860,230.72 | $1.26M | $395,575.16 | 45.98% |
Daniel Flack Intrinsic Value Partners LLC | 4,566 | $429,831.59 | $719,510.28 | $289,678.69 | 67.39% |
Andrew Burkey Joseph Group Capital Management | 157 | $24,061.94 | $24,895.49 | $833.55 | 3.46% |
Kathleen Thornhill Confluence Wealth Services Inc. | 6,591 | $936,578.8 | $1.04M | $107,831.06 | 11.51% |
James Langer Redmont Wealth Advisors LLC | 55 | $10,090.85 | $8,738.95 | -$1,351.9 | -13.4% |
Bill McVay Red Tortoise LLC | 93 | $12,317.22 | $14,790.25 | $2,473.03 | 20.08% |
Samantha Pierangeli City State Bank | 46 | $5,953.08 | $7,368.74 | $1,415.66 | 23.78% |
Roger Steed KRS Capital Management LLC | 1,702 | $182,510.54 | $274,975.12 | $92,464.58 | 50.66% |
W. Travis McKinney HB Wealth Management LLC | 79,203 | $10.49M | $12.55M | $2.05M | 19.57% |
| LF Lukas Feh LGT Group Foundation | 181,047 | $29.9M | $28.76M | -$1.13M | -3.79% |
Martin Schoeffel LGT Fund Management Co. Ltd. | 65,199 | $10.18M | $10.4M | $212,322.13 | 2.08% |