| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Penny A. Phillips Journey Strategic Wealth LLC | 5,643 | $440,889.33 | $526,096.89 | $85,207.56 | 19.33% |
| DD Donald Davey Disciplined Equity Management Inc. | 17,415 | $1.46M | $1.61M | $149,377.25 | 10.25% |
Brian Ramsay Wealthspan Partners LLC | 6,303 | $506,142.19 | $582,806.89 | $76,664.7 | 15.15% |
Ana-Maria Ignat Covestor Ltd | 233 | $21,060.87 | $21,121.45 | $60.58 | 0.29% |
Kathryn Brown Morton Brown Family Wealth LLC | 11 | $956.34 | $1,020.47 | $64.13 | 6.71% |
Lonny Elfenbein West Michigan Advisors LLC | 2,318 | $209,524.02 | $214,206.38 | $4,682.36 | 2.23% |
John Gorlow Cardiff Park Advisors LLC | 2,890 | $169,016.88 | $267,729.6 | $98,712.72 | 58.4% |
| LMK Lawrence M. Korchan Frontier Asset Management LLC | 6,227 | $457,684.5 | $565,037.98 | $107,353.48 | 23.46% |
| JN John Nunn Paradigm Capital Management LLC/NV | 12,598 | $1.03M | $1.15M | $111,640.22 | 10.79% |
Andrew Burkey Joseph Group Capital Management | 274 | $23,251.5 | $25,416.24 | $2,164.74 | 9.31% |
Sean Reitenbach Prosperity Consulting Group LLC | 54,851 | $4.38M | $5.11M | $728,912.88 | 16.64% |
Kathleen Thornhill Confluence Wealth Services Inc. | 4,426 | $384,796.44 | $411,175.4 | $26,378.96 | 6.86% |
Samantha Pierangeli City State Bank | 1,710 | $141,282.8 | $159,662.7 | $18,379.9 | 13.01% |
Roger Steed KRS Capital Management LLC | 10,561 | $742,545.1 | $969,922.24 | $227,377.14 | 30.62% |
| BFA Blackston Financial Advisory Group LLC Blackston Financial Advisory Group LLC | 3,131 | $192,273.96 | $284,169.56 | $91,895.6 | 47.79% |
Brenda Bickle Adamsbrown Wealth Consultants LLC | 19,195 | $1.33M | $1.78M | $447,866.2 | 33.74% |
W. Travis McKinney HB Wealth Management LLC | 35,263 | $2.67M | $3.2M | $524,179.81 | 19.61% |
| MC mike Chen Byrne Asset Management LLC | 168 | $10,780.98 | $15,647.52 | $4,866.54 | 45.14% |
Mike Meixler Meixler Investment Management Ltd. | 58,807 | $4.83M | $5.34M | $506,168.52 | 10.48% |
Courtney Lawson Autumn Glory Partners LLC | 92,345 | $6.13M | $8.5M | $2.38M | 38.79% |