| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Caroline Jankowski Operose Advisors LLC | 5 | $1,615.05 | $1,695.8 | $80.75 | 5% |
Brian Ramsay Wealthspan Partners LLC | 977 | $288,266.87 | $339,058.09 | $50,791.22 | 17.62% |
Kathryn Brown Morton Brown Family Wealth LLC | 1 | $284 | $340.17 | $56.17 | 19.78% |
Lonny Elfenbein West Michigan Advisors LLC | 928 | $262,780.96 | $316,577.92 | $53,796.96 | 20.47% |
John Gorlow Cardiff Park Advisors LLC | 1,304 | $381,448.98 | $444,025.04 | $62,576.06 | 16.4% |
Jay Richards Investment Advisory Group LLC | 973 | $221,258.51 | $333,714.67 | $112,456.16 | 50.83% |
Kelly Kaczmarczyk Dravo Bay LLC | 1,808 | $392,152.66 | $622,856 | $230,703.34 | 58.83% |
Sean Reitenbach Prosperity Consulting Group LLC | 607 | $239,133.71 | $206,267.7 | -$32,866.01 | -13.74% |
Kathleen Thornhill Confluence Wealth Services Inc. | 78,858 | $23.16M | $26.75M | $3.6M | 15.53% |
Bill McVay Red Tortoise LLC | 888 | $191,063.12 | $301,658.04 | $110,594.92 | 57.88% |
Samantha Pierangeli City State Bank | 207 | $44,405.64 | $70,233.03 | $25,827.39 | 58.16% |
Christopher Pelch Vance Wealth LLC | 14,120 | $3.49M | $4.88M | $1.39M | 39.85% |
| JCC Jason Cyril Crawshaw William Allan Corp | 1,302 | $420,654.66 | $446,768.28 | $26,113.62 | 6.21% |
| TRI Trail Ridge Investment Advisors LLC Trail Ridge Investment Advisors LLC | 630 | $248,194.79 | $213,462.9 | -$34,731.89 | -13.99% |
| TA Thomas Anderton 626 Financial LLC | 614 | $241,891.43 | $213,546.13 | -$28,345.3 | -11.72% |
Michael Hackman HFG Advisors Inc. | 784 | $212,307.2 | $272,416.48 | $60,109.28 | 28.31% |
W. Travis McKinney HB Wealth Management LLC | 18,497 | $4.74M | $6.43M | $1.69M | 35.78% |
Mark Perrault Intergy Private Wealth LLC | 2,811 | $596,685.24 | $952,451.13 | $355,765.89 | 59.62% |
Allison Tronnes Forum Financial Management LP | 1,592 | $443,972.08 | $539,417.36 | $95,445.28 | 21.5% |
Paul Elam Oak Harbor Wealth Partners LLC | 1,026 | $282,858.54 | $352,061.64 | $69,203.1 | 24.47% |