| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Ana-Maria Ignat Covestor Ltd | 253 | $114,312.46 | $129,844.65 | $15,532.19 | 13.59% |
Kathryn Brown Morton Brown Family Wealth LLC | 5 | $2,384.3 | $2,566.1 | $181.8 | 7.62% |
Lonny Elfenbein West Michigan Advisors LLC | 1,032 | $511,624.32 | $529,643.01 | $18,018.69 | 3.52% |
John Gorlow Cardiff Park Advisors LLC | 479 | $237,469.04 | $245,832.37 | $8,363.33 | 3.52% |
| AE Alexis Eubanks TILIA FIDUCIARY PARTNERS Inc. | 467 | $231,519.92 | $239,673.73 | $8,153.81 | 3.52% |
Jay Richards Investment Advisory Group LLC | 785 | $373,124.12 | $402,877.68 | $29,753.56 | 7.97% |
Andrew Burkey Joseph Group Capital Management | 124 | $58,421.96 | $63,639.28 | $5,217.32 | 8.93% |
| SR Sean Reitenbach Prosperity Consulting Group LLC | 2,588 | $1.21M | $1.33M | $113,889.26 | 9.38% |
Kathleen Thornhill Confluence Wealth Services Inc. | 3,141 | $1.37M | $1.61M | $239,473.91 | 17.45% |
| JL James Langer Redmont Wealth Advisors LLC | 109 | $51,140.62 | $55,940.98 | $4,800.36 | 9.39% |
Bill McVay Red Tortoise LLC | 35 | $12,440.4 | $17,962.7 | $5,522.3 | 44.39% |
| EC Emilie Camilleri Bryant Woods Investment Advisors LLC | 2,734 | $1.04M | $1.4M | $363,313.61 | 34.94% |
| SP Samantha Pierangeli City State Bank | 10 | $3,856.11 | $5,132.2 | $1,276.09 | 33.09% |
| MWM Marion Wealth Management Marion Wealth Management | 3,285 | $1.53M | $1.69M | $152,687.74 | 9.96% |
| WTM W. Travis McKinney HB Wealth Management LLC | 20,264 | $8.79M | $10.4M | $1.61M | 18.3% |
| RM Russell Mohberg Regatta Capital Group LLC | 933 | $357,833.53 | $478,834.23 | $121,000.7 | 33.81% |
Jeremy Baltz Raleigh Capital Management Inc. | 867 | $369,680.13 | $444,961.71 | $75,281.58 | 20.36% |
Allison Tronnes Forum Financial Management LP | 546 | $259,350 | $280,218.1 | $20,868.1 | 8.05% |
| EHD Edward Henrique de SA Milestones Administradora de Recursos Ltda. | 100,633 | $47.19M | $51.65M | $4.46M | 9.44% |
| LWL Leo Wealth LLC Leo Wealth LLC | 878 | $374,486.83 | $450,607.13 | $76,120.3 | 20.33% |