| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Ryan Gough Perfromance Wealth Partners LLC | 1,658 | $481,553.9 | $646,885.28 | $165,331.38 | 34.33% |
Russell Kartub Insight Inv LLC | 82 | $23,601.24 | $30,394.94 | $6,793.7 | 28.79% |
Caroline Jankowski Operose Advisors LLC | 5 | $1,615.05 | $1,961.7 | $346.65 | 21.46% |
Brian Ramsay Wealthspan Partners LLC | 977 | $288,266.87 | $377,835.22 | $89,568.35 | 31.07% |
Kathryn Brown Morton Brown Family Wealth LLC | 1 | $284 | $370.67 | $86.67 | 30.52% |
Lonny Elfenbein West Michigan Advisors LLC | 928 | $262,780.96 | $343,981.77 | $81,200.81 | 30.9% |
John Gorlow Cardiff Park Advisors LLC | 1,304 | $381,448.98 | $515,927.59 | $134,478.61 | 35.25% |
Jay Richards Investment Advisory Group LLC | 973 | $221,258.51 | $376,288.3 | $155,029.79 | 70.07% |
Kelly Kaczmarczyk Dravo Bay LLC | 1,808 | $392,152.66 | $701,540.16 | $309,387.5 | 78.89% |
Sean Reitenbach Prosperity Consulting Group LLC | 607 | $239,133.71 | $238,150.38 | -$983.33 | -0.41% |
Kathleen Thornhill Confluence Wealth Services Inc. | 78,858 | $23.16M | $29.23M | $6.07M | 26.23% |
Bill McVay Red Tortoise LLC | 888 | $191,063.12 | $329,154.97 | $138,091.85 | 72.28% |
Samantha Pierangeli City State Bank | 207 | $44,405.64 | $76,728.69 | $32,323.05 | 72.79% |
Christopher Pelch Vance Wealth LLC | 14,120 | $3.49M | $5.59M | $2.1M | 60.2% |
| JCC Jason Cyril Crawshaw William Allan Corp | 1,301 | $420,297.76 | $482,241.68 | $61,943.92 | 14.74% |
| TRI Trail Ridge Investment Advisors LLC Trail Ridge Investment Advisors LLC | 630 | $248,194.79 | $247,174.2 | -$1,020.59 | -0.41% |
| TA Thomas Anderton 626 Financial LLC | 614 | $241,891.43 | $227,591.39 | -$14,300.04 | -5.91% |
Michael Hackman HFG Advisors Inc. | 784 | $212,307.2 | $305,885.44 | $93,578.24 | 44.08% |
W. Travis McKinney HB Wealth Management LLC | 22,856 | $5.85M | $8.47M | $2.62M | 44.8% |
Mark Perrault Intergy Private Wealth LLC | 2,811 | $596,685.24 | $1.04M | $445,268.16 | 74.62% |