| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Susan M. Stiles Stiles Financial Services Inc. | 458 | $223,160.5 | $246,665.06 | $23,504.56 | 10.53% |
Li Peng China Universal Asset Management Co. Ltd. | 6,755 | $2.36M | $3.61M | $1.26M | 53.27% |
Michelle Johnston 1620 INVESTMENT ADVISORS Inc. | 356 | $125,522.6 | $190,025.68 | $64,503.08 | 51.39% |
Penny A. Phillips Journey Strategic Wealth LLC | 1,026 | $335,133.9 | $548,284.14 | $213,150.24 | 63.6% |
Ana-Maria Ignat Covestor Ltd | 25 | $8,821 | $13,537.75 | $4,716.75 | 53.47% |
Lonny Elfenbein West Michigan Advisors LLC | 352 | $208,728.96 | $189,939.2 | -$18,789.76 | -9% |
| TRI Trail Ridge Investment Advisors LLC Trail Ridge Investment Advisors LLC | 2,400 | $678,701.32 | $1.31M | $636,162.68 | 93.73% |
W. Travis McKinney HB Wealth Management LLC | 2,331 | $979,210.84 | $1.26M | $283,048.97 | 28.91% |
William Jollie Quent Capital LLC | 4,104 | $1.77M | $2.22M | $456,716.3 | 25.87% |
| RFA Resurgent Financial Advisors LLC Resurgent Financial Advisors LLC | 958 | $553,701.7 | $517,080.5 | -$36,621.2 | -6.61% |
Dalila Toledo Ascent Group LLC | 1,220 | $453,192.32 | $651,650.8 | $198,458.48 | 43.79% |
| NAP Norma Angelica Peralta Morales Virtus Family Office LLC | 3,366 | $967,220.1 | $1.85M | $885,241.17 | 91.52% |
Timothy Gerlach Novem Group | 1,966 | $967,766.83 | $1.05M | $86,068.15 | 8.89% |
Daniel Ronan Catalyst Financial Partners LLC | 470 | $234,771.79 | $252,234.9 | $17,463.11 | 7.44% |
Matthew Heller Willner & Heller LLC | 436 | $214,467.02 | $235,230.72 | $20,763.7 | 9.68% |
Sean Murray Quantum Financial Advisors LLC | 518 | $217,218.82 | $278,049.45 | $60,830.63 | 28% |
George Song Superstring Capital Management LP | 7,172 | $3.6M | $3.83M | $229,692 | 6.38% |
Leonid Berline ARMSTRONG ADVISORY GROUP Inc. | 1 | $485.54 | $548.91 | $63.37 | 13.05% |
Nolan Baker Retirement Guys Formula LLC | 459 | $192,417.39 | $246,703.32 | $54,285.93 | 28.21% |
CJ Harrison DecisionPoint Financial LLC | 2 | $838.5 | $1,083.02 | $244.52 | 29.16% |