| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Billy DeFrance Lauterbach Financial Advisors LLC | 187 | $215,852.24 | $153,906.62 | -$61,945.62 | -28.7% |
Ana-Maria Ignat Covestor Ltd | 879 | $641,384.45 | $771,384.04 | $129,999.59 | 20.27% |
Kathryn Brown Morton Brown Family Wealth LLC | 86 | $15,754.7 | $70,780.58 | $55,025.88 | 349.27% |
Lonny Elfenbein West Michigan Advisors LLC | 2,088 | $595,936.08 | $1.72M | $1.12M | 188.37% |
| RW Ryan Westerbeck Greenup Street Wealth Management LLC | 288 | $332,435.53 | $237,032.65 | -$95,402.88 | -28.7% |
Wayne Freeman DIXON FNANCIAL SERVICES Inc. | 1,669 | $466,658.56 | $1.37M | $906,978.56 | 194.36% |
John Gorlow Cardiff Park Advisors LLC | 3,193 | $1.08M | $2.63M | $1.55M | 143.62% |
Stefan Demuth Ameliora Wealth Management Ltd. | 1,685 | $293,512.25 | $1.39M | $1.09M | 372.49% |
Eric Lai Archvest Wealth Advisors Inc. | 355 | $409,772.96 | $292,175.66 | -$117,597.3 | -28.7% |
| CC Cheung Chan Chemistry Wealth Management LLC | 4,172 | $251,872.97 | $3.43M | $3.18M | 1,263.26% |
Jay Richards Investment Advisory Group LLC | 1,309 | $426,285.59 | $1.14M | $712,531.32 | 167.15% |
William Gordon Ritter Ritter Alpha LP | 620 | $209,461 | $510,278.62 | $300,817.62 | 143.62% |
Brian Kellett Kellett Wealth Advisors LLC | 488 | $563,293.54 | $401,638.65 | -$161,654.89 | -28.7% |
Andrew Burkey Joseph Group Capital Management | 350 | $204,076.39 | $304,496.5 | $100,420.11 | 49.21% |
Sean Reitenbach Prosperity Consulting Group LLC | 4,618 | $932,882.12 | $3.8M | $2.87M | 307.42% |
Kathleen Thornhill Confluence Wealth Services Inc. | 4,307 | $1.7M | $3.54M | $1.84M | 108.19% |
Bill McVay Red Tortoise LLC | 88 | $25,021.51 | $72,426.64 | $47,405.13 | 189.46% |
Cole Bruner Buska Wealth Management LLC | 329 | $379,878 | $270,776.88 | -$109,101.12 | -28.72% |
Emilie Camilleri Bryant Woods Investment Advisors LLC | 1,813 | $613,320.37 | $1.49M | $878,833.07 | 143.29% |
Samantha Pierangeli City State Bank | 13,013 | $966,377.5 | $10.71M | $9.74M | 1,008.27% |