| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Tyler Glazier New Millennium Group LLC | 10 | $2,690.9 | $2,334.4 | -$356.5 | -13.25% |
Caroline Jankowski Operose Advisors LLC | 98 | $19,292.28 | $22,750.21 | $3,457.93 | 17.92% |
Lonny Elfenbein West Michigan Advisors LLC | 1,401 | $307,152.68 | $327,567.81 | $20,415.13 | 6.65% |
Andrew Burkey Joseph Group Capital Management | 88 | $20,437.97 | $20,554.16 | $116.19 | 0.57% |
Sean Reitenbach Prosperity Consulting Group LLC | 1,316 | $369,835.48 | $306,022.64 | -$63,812.84 | -17.25% |
Kathleen Thornhill Confluence Wealth Services Inc. | 4,479 | $943,282.69 | $1.04M | $98,091.98 | 10.4% |
Bill McVay Red Tortoise LLC | 61 | $15,005.35 | $14,175.18 | -$830.17 | -5.53% |
Samantha Pierangeli City State Bank | 25 | $3,950.75 | $5,752.14 | $1,801.39 | 45.6% |
Roger Steed KRS Capital Management LLC | 2,444 | $548,127.6 | $558,441.78 | $10,314.18 | 1.88% |
W. Travis McKinney HB Wealth Management LLC | 6,765 | $1.32M | $1.56M | $239,968.51 | 18.13% |
Taylor Fairman Eagle Rock Investment Company LLC | 1,898 | $406,483.28 | $442,955.24 | $36,471.96 | 8.97% |
Jeremy Baltz Raleigh Capital Management Inc. | 42 | $8,268.12 | $9,749.04 | $1,480.92 | 17.91% |
William Jollie Quent Capital LLC | 169 | $38,699.57 | $39,054.21 | $354.64 | 0.92% |
Missy Straw Nilsine Partners LLC | 6,641 | $1.29M | $1.54M | $254,936.81 | 19.76% |
Dalila Toledo Ascent Group LLC | 2,005 | $462,002.46 | $461,321.43 | -$681.03 | -0.15% |
Michael Byun SageView Advisory Group LLC | 1,394 | $335,389.52 | $324,070.16 | -$11,319.36 | -3.37% |
Daniel Hays Comprehensive Financial Consultants Institutional Inc. | 11,767 | $2.35M | $2.72M | $372,178.6 | 15.86% |
Samuel Miller Kraft, Davis & Associates LLC | 928 | $212,001.09 | $216,576.64 | $4,575.55 | 2.16% |
Timothy Gerlach Novem Group | 15,526 | $3.2M | $3.62M | $415,814.52 | 12.99% |
Daniel Ronan Catalyst Financial Partners LLC | 1,017 | $285,808 | $236,930.49 | -$48,877.51 | -17.1% |