| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 2,650 | $112,254 | $114,254.75 | $2,000.75 | 1.78% |
Kyle P. Smith NewEdge Wealth LLC | 15,937 | $580,903.65 | $689,992.41 | $109,088.76 | 18.78% |
Katie Smith Delos Wealth Advisors LLC | 250 | $10,590 | $10,813.75 | $223.75 | 2.11% |
| NCG Nathan C. Goodman Family Investment Center Inc. | 5,819 | $246,481 | $251,264.42 | $4,783.42 | 1.94% |
| DM David Mailloux WealthCare Investment Partners LLC | 10,872 | $388,456.56 | $467,930.88 | $79,474.32 | 20.46% |
| RLE Raymond L. Eaton Primoris Wealth Advisors LLC | 5,500 | $232,980 | $236,720 | $3,740 | 1.61% |
Lonny Elfenbein West Michigan Advisors LLC | 11,328 | $404,749.44 | $488,463.36 | $83,713.92 | 20.68% |
| SP Samantha Pierangeli City State Bank | 3,298 | $117,837.54 | $143,446.51 | $25,608.97 | 21.73% |
Amanda Hawley Atria Wealth Solutions Inc. | 17,500 | $625,275 | $760,900 | $135,625 | 21.69% |
Amy Ardeel Icon Wealth Advisors LLC | 138,865 | $4.96M | $6.05M | $1.09M | 22% |
Jeffrey Steele Silverlake Wealth Management LLC | 13,337 | $476,135.37 | $580,092.81 | $103,957.44 | 21.83% |
Charles Mattingly Leading Edge Financial Planning LLC | 9,210 | $329,089.9 | $400,588.95 | $71,499.05 | 21.73% |
Gregory Bosch Strategies Wealth Advisors, LLC | 8,895 | $317,827 | $386,683.44 | $68,856.44 | 21.66% |
Alexandra Stickelman Root Financial Partners, LLC | 182 | $6,634.1 | $7,924.28 | $1,290.18 | 19.45% |
Christopher C. Powers Farther Finance Advisors, LLC | 932 | $33,315.89 | $40,691.12 | $7,375.23 | 22.14% |
Nicholas Holmes Objectivity Squared, LLC | 20,188 | $736,785.16 | $877,572.36 | $140,787.2 | 19.11% |
| DWM Diversify Wealth Management LLC DIVERSIFY WEALTH MANAGEMENT, LLC | 61,547 | $2.32M | $2.68M | $361,751.52 | 15.6% |
Chad Warrick Summit Wealth Partners, LLC | 20,468 | $731,327.87 | $892,302.46 | $160,974.59 | 22.01% |
Heritage Oak Wealth Advisors LLC HERITAGE OAK WEALTH ADVISORS LLC | 32,899 | $1.18M | $1.43M | $254,322.7 | 21.58% |
| AJP Aaron J. Plautz Principia Wealth Advisory LLC | 3,251 | $116,097.31 | $142,865.19 | $26,767.88 | 23.06% |