| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 290,614 | $4.24M | $4.99M | $753,370.92 | 17.78% |
| TJL Timothy J. Landolt Endowment Wealth Management Inc. | 32,220 | $497,909.57 | $551,767.5 | $53,857.93 | 10.82% |
Candace Cavalier Congress Wealth Management LLC / DE / | 123,442 | $1.66M | $2.12M | $452,656.43 | 27.21% |
| SS Sam Sweitzer Anson Capital Inc. | 110,692 | $1.46M | $1.9M | $435,684.77 | 29.84% |
| HM Heidi Mark ENDEAVOR PRIVATE WEALTH Inc. | 28,444 | $383,597.75 | $487,672.38 | $104,074.63 | 27.13% |
| PS Patrick Severson TrueWealth Financial Partners | 12,119 | $209,901.08 | $207,780.25 | -$2,120.83 | -1.01% |
Dave Reichert Echo45 Advisors LLC | 370,858 | $5.15M | $6.29M | $1.15M | 22.26% |
Ana-Maria Ignat Covestor Ltd | 79 | $1,382.68 | $1,350.9 | -$31.78 | -2.3% |
Lonny Elfenbein West Michigan Advisors LLC | 64,105 | $883,696.67 | $1.1M | $216,986.18 | 24.55% |
| SD Stefan Demuth Ameliora Wealth Management Ltd. | 698 | $9,925.56 | $11,984.66 | $2,059.1 | 20.75% |
| SR Sean Reitenbach Prosperity Consulting Group LLC | 12,545 | $217,279.4 | $215,397.65 | -$1,881.75 | -0.87% |
| SP Samantha Pierangeli City State Bank | 1,946 | $28,761.88 | $33,578.23 | $4,816.35 | 16.75% |
| MWM Marion Wealth Management Marion Wealth Management | 1.11M | $15.41M | $19.06M | $3.65M | 23.66% |
| RDK Randy D. Kurtz Upper Left Wealth Management LLC | 33,805 | $462,038.71 | $583,305.27 | $121,266.56 | 26.25% |
Brenda Bickle Adamsbrown Wealth Consultants LLC | 13,875 | $231,296.25 | $238,095 | $6,798.75 | 2.94% |
| JRS James RG Skjong Ulland Investment Advisors LLC | 213 | $2,860.59 | $3,657.21 | $796.62 | 27.85% |
| WJ William Jollie Quent Capital LLC | 358,890 | $5.18M | $6.14M | $955,006.14 | 18.43% |
| RAF Richard A. Flora Key Client Fiduciary Advisors LLC | 31,870 | $452,815.26 | $544,932.38 | $92,117.12 | 20.34% |
| EM Erin Mccann Simplicity Wealth LLC | 81,602 | $1.16M | $1.4M | $238,591.69 | 20.63% |
Michael Byun SageView Advisory Group LLC | 181 | $2,399 | $3,095.34 | $696.34 | 29.03% |