| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Penny A. Phillips Journey Strategic Wealth LLC | 21,710 | $1.39M | $3.97M | $2.57M | 184.71% |
Joshua Moeller Hill Island Financial LLC | 1,140 | $343,949.39 | $208,437.6 | -$135,511.79 | -39.4% |
Ana-Maria Ignat Covestor Ltd | 671 | $67,465.3 | $132,931.81 | $65,466.51 | 97.04% |
Kathryn Brown Morton Brown Family Wealth LLC | 20 | $6,034.2 | $3,656.4 | -$2,377.8 | -39.41% |
Lonny Elfenbein West Michigan Advisors LLC | 139 | $16,084.38 | $25,411.98 | $9,327.6 | 57.99% |
John Gorlow Cardiff Park Advisors LLC | 1,210 | $365,069.09 | $221,236.4 | -$143,832.69 | -39.4% |
Stefan Demuth Ameliora Wealth Management Ltd. | 95 | $11,543.26 | $17,367.9 | $5,824.64 | 50.46% |
| JK Joshua Kirby Guardian Wealth Management Inc. | 770 | $232,316.69 | $140,786.8 | -$91,529.89 | -39.4% |
| AE Alexis Eubanks TILIA FIDUCIARY PARTNERS Inc. | 33,355 | $2.32M | $6.1M | $3.78M | 163.23% |
Jay Richards Investment Advisory Group LLC | 1,297 | $391,317.86 | $253,206.82 | -$138,111.04 | -35.29% |
Andrew Burkey Joseph Group Capital Management | 487 | $78,968.54 | $95,074.57 | $16,106.03 | 20.4% |
Sean Reitenbach Prosperity Consulting Group LLC | 11,053 | $1.15M | $2.3M | $1.16M | 100.74% |
Kathleen Thornhill Confluence Wealth Services Inc. | 23,772 | $2.13M | $4.35M | $2.21M | 103.75% |
James Langer Redmont Wealth Advisors LLC | 100 | $8,957.4 | $18,282 | $9,324.6 | 104.1% |
Bill McVay Red Tortoise LLC | 790 | $59,952.88 | $144,427.81 | $84,474.93 | 140.9% |
Emilie Camilleri Bryant Woods Investment Advisors LLC | 833 | $251,324.42 | $152,230.75 | -$99,093.67 | -39.43% |
Samantha Pierangeli City State Bank | 50 | $15,085.5 | $9,141 | -$5,944.5 | -39.41% |
Christopher Pelch Vance Wealth LLC | 921 | $277,874.9 | $168,312.75 | -$109,562.15 | -39.43% |
John Swift Benchmark Investment Advisors LLC | 39,806 | $2.63M | $7.27M | $4.65M | 176.75% |
W. Travis McKinney HB Wealth Management LLC | 85,960 | $6.18M | $15.72M | $9.54M | 154.5% |