| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Ana-Maria Ignat Covestor Ltd | 469 | $52,713.48 | $65,735.04 | $13,021.56 | 24.7% |
Kathryn Brown Morton Brown Family Wealth LLC | 11 | $1,490.17 | $1,590.71 | $100.54 | 6.75% |
Lonny Elfenbein West Michigan Advisors LLC | 1,723 | $227,746.14 | $249,163.03 | $21,416.89 | 9.4% |
Jay Richards Investment Advisory Group LLC | 7,347 | $1.17M | $1.03M | -$138,902.18 | -11.87% |
Sean Reitenbach Prosperity Consulting Group LLC | 7,577 | $970,532.57 | $1.07M | $99,415.6 | 10.24% |
Kathleen Thornhill Confluence Wealth Services Inc. | 1,624 | $220,003.28 | $234,846.64 | $14,843.36 | 6.75% |
James Langer Redmont Wealth Advisors LLC | 63 | $6,622.56 | $9,110.43 | $2,487.87 | 37.57% |
Bill McVay Red Tortoise LLC | 22 | $2,480.06 | $3,181.42 | $701.36 | 28.28% |
Samantha Pierangeli City State Bank | 22 | $2,907.96 | $3,181.42 | $273.46 | 9.4% |
| JCC Jason Cyril Crawshaw William Allan Corp | 1,560 | $206,342.27 | $225,591.6 | $19,249.33 | 9.33% |
W. Travis McKinney HB Wealth Management LLC | 33,299 | $4.01M | $4.82M | $808,377.32 | 20.17% |
| LF Lukas Feh LGT Group Foundation | 605,484 | $66.45M | $84.83M | $18.38M | 27.66% |
Martin Schoeffel LGT Fund Management Co. Ltd. | 20,905 | $2.3M | $2.93M | $624,290.2 | 27.09% |
Roger Wittlin Roger Wittlin Investment Advisory LLC | 2,143 | $266,607.9 | $309,899.23 | $43,291.33 | 16.24% |
Mark Perrault Intergy Private Wealth LLC | 2,542 | $326,191.96 | $367,598.62 | $41,406.66 | 12.69% |
Brian O'Rourke O'ROURKE & COMPANY Inc. | 2,524 | $317,859.49 | $355,959.72 | $38,100.23 | 11.99% |
Jeremy Baltz Raleigh Capital Management Inc. | 20,235 | $2.45M | $2.93M | $480,610.03 | 19.65% |
Edward A. McDonough McDonough Capital Management Inc. | 2,189 | $250,504.74 | $309,108.69 | $58,603.95 | 23.39% |
William Jollie Quent Capital LLC | 1,694 | $199,246.7 | $237,431.04 | $38,184.34 | 19.16% |
| SMP Sotirios Mike Pappas Mystic Asset Management Inc. | 1,659 | $211,787.94 | $230,202.84 | $18,414.9 | 8.69% |