| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Tracy A. Zullo Zullo Investment Group Inc. | 1,653 | $308,461.01 | $481,353.62 | $172,892.61 | 56.05% |
Brian Ramsay Wealthspan Partners LLC | 18,318 | $4.01M | $5.49M | $1.49M | 37.09% |
Billy DeFrance Lauterbach Financial Advisors LLC | 1,429 | $304,585.54 | $416,124.81 | $111,539.27 | 36.62% |
Ana-Maria Ignat Covestor Ltd | 5 | $1,170.23 | $1,507.8 | $337.57 | 28.85% |
Kathryn Brown Morton Brown Family Wealth LLC | 4,314 | $769,617.6 | $1.26M | $486,619.24 | 63.23% |
Lonny Elfenbein West Michigan Advisors LLC | 1,341 | $325,467.96 | $390,499.21 | $65,031.25 | 19.98% |
John Gorlow Cardiff Park Advisors LLC | 5,311 | $1.13M | $1.55M | $411,785.96 | 36.29% |
Stefan Demuth Ameliora Wealth Management Ltd. | 160 | $35,353.6 | $46,592 | $11,238.4 | 31.79% |
Sean Reitenbach Prosperity Consulting Group LLC | 21,773 | $4.1M | $6.34M | $2.24M | 54.76% |
Kathleen Thornhill Confluence Wealth Services Inc. | 7,889 | $1.78M | $2.3M | $517,982.17 | 29.11% |
James Langer Redmont Wealth Advisors LLC | 1,903 | $383,975.65 | $554,153.62 | $170,177.97 | 44.32% |
Bill McVay Red Tortoise LLC | 6,730 | $1.2M | $1.96M | $761,283.62 | 63.52% |
Gery Sadzewicz Forum Private Client Group LLC | 1,122 | $225,480.36 | $326,726.41 | $101,246.05 | 44.9% |
Samantha Pierangeli City State Bank | 1,170 | $205,134.3 | $340,704.01 | $135,569.71 | 66.09% |
| JG Jeffrey Gomez G2 Capital Management LLC / Oh | 1,320 | $284,842.8 | $384,384.01 | $99,541.21 | 34.95% |
Michael Schneck Gridiron Partners LLC | 9,353 | $2.26M | $2.82M | $551,288.59 | 24.35% |
Roger Steed KRS Capital Management LLC | 2,073 | $392,056.9 | $603,657.62 | $211,600.72 | 53.97% |
John Swift Benchmark Investment Advisors LLC | 1,430 | $318,298.24 | $416,416.01 | $98,117.77 | 30.83% |
| BFA Blackston Financial Advisory Group LLC Blackston Financial Advisory Group LLC | 1,727 | $381,477.03 | $502,902.42 | $121,425.39 | 31.83% |
| TA Thomas Anderton 626 Financial LLC | 6,343 | $1.34M | $1.85M | $503,236.66 | 37.45% |