| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Lisa Cooper Figure 8 Investment Strategies LLC | 1,339 | $258,927.28 | $289,190.52 | $30,263.24 | 11.69% |
Kenneth A. Armstrong Elevate Capital Advisors LLC | 61,947 | $14.17M | $13.37M | -$803,481.2 | -5.67% |
G. Adam Parmer Enhancing Capital LLC | 1,235 | $238,169.75 | $266,599.45 | $28,429.7 | 11.94% |
Tyler Glazier New Millennium Group LLC | 2 | $385.7 | $431.6 | $45.9 | 11.9% |
Caroline Jankowski Operose Advisors LLC | 2 | $416.18 | $431.6 | $15.42 | 3.71% |
Tracy A. Zullo Zullo Investment Group Inc. | 1,211 | $160,891.48 | $261,333.8 | $100,442.32 | 62.43% |
Bryson Braden DENVER WEALTH MANAGEMENT Inc. | 11,118 | $2.32M | $2.39M | $74,956.62 | 3.24% |
Ana-Maria Ignat Covestor Ltd | 192 | $39,819.25 | $41,268.48 | $1,449.23 | 3.64% |
Kathryn Brown Morton Brown Family Wealth LLC | 2 | $492.44 | $431.6 | -$60.84 | -12.35% |
Lonny Elfenbein West Michigan Advisors LLC | 1,606 | $210,437.13 | $346,574.8 | $136,137.67 | 64.69% |
John Gorlow Cardiff Park Advisors LLC | 2,065 | $413,095.7 | $445,627 | $32,531.3 | 7.88% |
Andrew Burkey Joseph Group Capital Management | 102 | $22,660.31 | $22,011.6 | -$648.71 | -2.86% |
Sean Reitenbach Prosperity Consulting Group LLC | 3,761 | $659,921.75 | $811,623.8 | $151,702.05 | 22.99% |
Kathleen Thornhill Confluence Wealth Services Inc. | 28,641 | $6.1M | $6.18M | $82,995.93 | 1.36% |
Samantha Pierangeli City State Bank | 1,014 | $174,883.18 | $220,337.13 | $45,453.95 | 25.99% |
Roger Steed KRS Capital Management LLC | 964 | $201,213.16 | $208,031.2 | $6,818.04 | 3.39% |
| MWM Marion Wealth Management Marion Wealth Management | 7,213 | $1.1M | $1.56M | $455,439.05 | 41.36% |
W. Travis McKinney HB Wealth Management LLC | 55,497 | $9.23M | $11.93M | $2.7M | 29.28% |
Joel A. Schreiber SFI Advisors LLC | 1,050 | $258,531 | $226,254 | -$32,277 | -12.48% |
Mark Perrault Intergy Private Wealth LLC | 14,529 | $3.02M | $3.14M | $112,018.59 | 3.71% |