| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Caroline Jankowski Operose Advisors LLC | 17,398 | $3.26M | $4.72M | $1.46M | 44.72% |
Tracy A. Zullo Zullo Investment Group Inc. | 1,653 | $308,461.01 | $453,748.5 | $145,287.49 | 47.1% |
Brian Ramsay Wealthspan Partners LLC | 18,318 | $4.01M | $5.05M | $1.05M | 26.09% |
Billy DeFrance Lauterbach Financial Advisors LLC | 1,429 | $304,585.54 | $390,760.05 | $86,174.51 | 28.29% |
Ana-Maria Ignat Covestor Ltd | 5 | $1,170.23 | $1,375.4 | $205.17 | 17.53% |
Kathryn Brown Morton Brown Family Wealth LLC | 4,314 | $769,617.6 | $1.17M | $401,072.58 | 52.11% |
Lonny Elfenbein West Michigan Advisors LLC | 1,341 | $325,467.96 | $363,907.17 | $38,439.21 | 11.81% |
John Gorlow Cardiff Park Advisors LLC | 5,277 | $1.13M | $1.43M | $304,805.5 | 27.04% |
Stefan Demuth Ameliora Wealth Management Ltd. | 160 | $35,353.6 | $43,649.6 | $8,296 | 23.47% |
Sean Reitenbach Prosperity Consulting Group LLC | 22,316 | $4.26M | $6.06M | $1.8M | 42.15% |
Kathleen Thornhill Confluence Wealth Services Inc. | 7,889 | $1.78M | $2.14M | $361,543.22 | 20.32% |
James Langer Redmont Wealth Advisors LLC | 1,903 | $383,975.65 | $516,417.11 | $132,441.46 | 34.49% |
Bill McVay Red Tortoise LLC | 6,730 | $1.2M | $1.83M | $627,827.65 | 52.38% |
Gery Sadzewicz Forum Private Client Group LLC | 1,042 | $209,423.56 | $284,934.9 | $75,511.34 | 36.06% |
Samantha Pierangeli City State Bank | 1,170 | $205,134.3 | $320,866.65 | $115,732.35 | 56.42% |
Christopher Pelch Vance Wealth LLC | 795 | $238,857.76 | $218,521.65 | -$20,336.11 | -8.51% |
| JG Jeffrey Gomez G2 Capital Management LLC / Oh | 1,320 | $284,842.8 | $360,973.8 | $76,131 | 26.73% |
Michael Schneck Gridiron Partners LLC | 9,353 | $2.26M | $2.55M | $290,760.78 | 12.84% |
Roger Steed KRS Capital Management LLC | 2,073 | $392,056.9 | $570,904.2 | $178,847.3 | 45.62% |
John Swift Benchmark Investment Advisors LLC | 1,431 | $318,598.69 | $391,328.41 | $72,729.72 | 22.83% |