| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Ana-Maria Ignat Covestor Ltd | 79 | $1,382.68 | $1,566.57 | $183.89 | 13.3% |
Lonny Elfenbein West Michigan Advisors LLC | 64,105 | $883,696.67 | $1.28M | $400,326.48 | 45.3% |
Stefan Demuth Ameliora Wealth Management Ltd. | 698 | $9,925.56 | $13,848.32 | $3,922.76 | 39.52% |
Samantha Pierangeli City State Bank | 1,946 | $28,761.88 | $39,153.52 | $10,391.64 | 36.13% |
| MWM Marion Wealth Management Marion Wealth Management | 1.07M | $14.9M | $21.27M | $6.37M | 42.75% |
Brenda Bickle Adamsbrown Wealth Consultants LLC | 13,875 | $231,296.25 | $275,071.87 | $43,775.62 | 18.93% |
| JRS James RG Skjong Ulland Investment Advisors LLC | 213 | $2,860.59 | $4,245.09 | $1,384.5 | 48.4% |
William Jollie Quent Capital LLC | 349,260 | $5.05M | $6.93M | $1.88M | 37.22% |
Richard A. Flora Key Client Fiduciary Advisors LLC | 31,870 | $452,815.26 | $631,344.7 | $178,529.44 | 39.43% |
| EM Erin Mccann Simplicity Wealth LLC | 105,608 | $1.56M | $2.1M | $539,978.55 | 34.68% |
Leanne Menzel Smallwood Wealth Investment Management LLC | 1 | $13.43 | $20.06 | $6.63 | 49.37% |
Randy T. Siegel Aletheian Wealth Advisors LLC | 129,578 | $1.84M | $2.57M | $732,979.49 | 39.9% |
Jim Clark Worth Asset Management LLC | 63,920 | $1.11M | $1.28M | $170,027.2 | 15.36% |
Amanda Hawley Atria Wealth Solutions Inc. | 50,973 | $671,328.93 | $1.01M | $339,465.66 | 50.57% |
Jeffrey Gilbert Balboa Wealth Partners | 11,172 | $193,461.34 | $224,166.18 | $30,704.84 | 15.87% |
| BFG Bleakley Financial Group LLC Bleakley Financial Group LLC | 126,352 | $2.01M | $2.51M | $502,880.72 | 25.06% |
CJ Harrison DecisionPoint Financial LLC | 308 | $4,119.07 | $6,107.64 | $1,988.57 | 48.28% |
| JG John Ginter Callan Family Office LLC | 12,137 | $167,884.86 | $240,798.08 | $72,913.22 | 43.43% |
Rodrigo Diaz Plan Group Financial LLC | 504,041 | $7.56M | $10.04M | $2.48M | 32.79% |
Rachel Faulk Cape Investment Advisory Inc. | 403 | $6,400.38 | $7,991.49 | $1,591.11 | 24.86% |