| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Kathryn Brown Morton Brown Family Wealth LLC | 16 | $2,424 | $2,353.6 | -$70.4 | -2.9% |
Lonny Elfenbein West Michigan Advisors LLC | 7,245 | $751,612.9 | $1.07M | $314,996 | 41.91% |
John Gorlow Cardiff Park Advisors LLC | 1,680 | $202,960.8 | $247,128 | $44,167.2 | 21.76% |
Stefan Demuth Ameliora Wealth Management Ltd. | 22,173 | $2.72M | $3.26M | $542,990.74 | 20% |
| CC Cheung Chan Chemistry Wealth Management LLC | 1,624 | $183,197.91 | $239,117.76 | $55,919.85 | 30.52% |
| AE Alexis Eubanks TILIA FIDUCIARY PARTNERS Inc. | 1,583 | $227,060.73 | $228,316.09 | $1,255.36 | 0.55% |
Daniel Flack Intrinsic Value Partners LLC | 2,151 | $163,303.92 | $310,507.6 | $147,203.68 | 90.14% |
Andrew Burkey Joseph Group Capital Management | 510 | $79,085.89 | $75,054.15 | -$4,031.74 | -5.1% |
Sean Reitenbach Prosperity Consulting Group LLC | 19,100 | $2.31M | $2.81M | $496,870.14 | 21.51% |
Kathleen Thornhill Confluence Wealth Services Inc. | 12,152 | $1.57M | $1.79M | $222,816.95 | 14.23% |
James Langer Redmont Wealth Advisors LLC | 88 | $10,867.12 | $12,955.36 | $2,088.24 | 19.22% |
Bill McVay Red Tortoise LLC | 112 | $11,448.07 | $16,462.88 | $5,014.81 | 43.8% |
Samantha Pierangeli City State Bank | 265 | $23,867.85 | $38,955 | $15,087.15 | 63.21% |
Roger Steed KRS Capital Management LLC | 5,940 | $454,437.12 | $865,576.8 | $411,139.68 | 90.47% |
| MWM Marion Wealth Management Marion Wealth Management | 20,233 | $1.94M | $2.96M | $1.02M | 52.61% |
W. Travis McKinney HB Wealth Management LLC | 75,102 | $8.15M | $10.86M | $2.71M | 33.24% |
| LF Lukas Feh LGT Group Foundation | 9,627 | $1.17M | $1.42M | $245,571.76 | 20.95% |
Martin Schoeffel LGT Fund Management Co. Ltd. | 16,100 | $2.27M | $2.37M | $92,345 | 4.06% |
Courtney Lawson Autumn Glory Partners LLC | 1,525 | $222,201.21 | $224,632.5 | $2,431.29 | 1.09% |
Jeremy Baltz Raleigh Capital Management Inc. | 3,631 | $432,183.7 | $533,648.07 | $101,464.37 | 23.48% |