| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| SP Salvatore Pitti Pitti Group Wealth Management LLC | 5,489 | $391,385.64 | $487,972.1 | $96,586.46 | 24.68% |
Caroline Jankowski Operose Advisors LLC | 915 | $71,841.08 | $81,471.6 | $9,630.52 | 13.41% |
| TAZ Tracy A. Zullo Zullo Investment Group Inc. | 9,271 | $718,377.26 | $825,489.84 | $107,112.58 | 14.91% |
Brian Ramsay Wealthspan Partners LLC | 6,697 | $428,784.51 | $596,300.88 | $167,516.37 | 39.07% |
Ana-Maria Ignat Covestor Ltd | 668 | $49,289.69 | $60,059.88 | $10,770.19 | 21.85% |
Kathryn Brown Morton Brown Family Wealth LLC | 1,035 | $79,479.12 | $92,156.4 | $12,677.28 | 15.95% |
Lonny Elfenbein West Michigan Advisors LLC | 29,708 | $2.13M | $2.65M | $519,753.61 | 24.45% |
John Gorlow Cardiff Park Advisors LLC | 5,781 | $533,094.73 | $514,509 | -$18,585.73 | -3.49% |
| LMK Lawrence M. Korchan Frontier Asset Management LLC | 3,233 | $259,545.24 | $287,866.32 | $28,321.08 | 10.91% |
| SD Stefan Demuth Ameliora Wealth Management Ltd. | 1,080 | $81,529.2 | $96,163.2 | $14,634 | 17.95% |
| CC Cheung Chan Chemistry Wealth Management LLC | 2,914 | $186,233.74 | $259,346 | $73,112.26 | 39.26% |
| AE Alexis Eubanks TILIA FIDUCIARY PARTNERS Inc. | 34,918 | $2.53M | $3.11M | $582,287.28 | 23.06% |
Marshall McCormick Fingerlakes Wealth Management Inc. | 16,553 | $1.38M | $1.47M | $91,978.48 | 6.66% |
Andrew Burkey Joseph Group Capital Management | 589 | $49,641.12 | $52,421 | $2,779.88 | 5.6% |
| SR Sean Reitenbach Prosperity Consulting Group LLC | 11,459 | $946,289.45 | $1.02M | $73,561.55 | 7.77% |
Kathleen Thornhill Confluence Wealth Services Inc. | 48,656 | $3.73M | $4.34M | $603,473.01 | 16.16% |
Bill McVay Red Tortoise LLC | 158 | $9,596.92 | $14,084.12 | $4,487.2 | 46.76% |
| SP Samantha Pierangeli City State Bank | 10,506 | $811,474.67 | $934,193.52 | $122,718.85 | 15.12% |
| TRI Trail Ridge Investment Advisors LLC Trail Ridge Investment Advisors LLC | 20,705 | $1.85M | $1.85M | -$6,957.56 | -0.38% |
| TA Thomas Anderton 626 Financial LLC | 2,200 | $204,336 | $196,108 | -$8,228 | -4.03% |