| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Billy DeFrance Lauterbach Financial Advisors LLC | 6,529 | $389,622.78 | $461,077.98 | $71,455.2 | 18.34% |
Ana-Maria Ignat Covestor Ltd | 50,745 | $2.6M | $3.7M | $1.09M | 42.02% |
Kathryn Brown Morton Brown Family Wealth LLC | 532,635 | $26.19M | $37.61M | $11.42M | 43.62% |
Lonny Elfenbein West Michigan Advisors LLC | 11,351 | $547,427.64 | $801,607.62 | $254,179.98 | 46.43% |
| RW Ryan Westerbeck Greenup Street Wealth Management LLC | 5,563 | $314,500.05 | $392,859.06 | $78,359.01 | 24.92% |
John Gorlow Cardiff Park Advisors LLC | 519,321 | $27.61M | $38.21M | $10.6M | 38.38% |
Eric Lai Archvest Wealth Advisors Inc. | 48,361 | $2.96M | $3.42M | $451,539.01 | 15.24% |
Marshall McCormick Fingerlakes Wealth Management Inc. | 25,600 | $1.49M | $1.81M | $313,186.09 | 20.95% |
Jay Richards Investment Advisory Group LLC | 23,003 | $1.2M | $1.62M | $425,984.39 | 35.54% |
| HKM Heather K. Mellem P/E Global LLC | 228,184 | $14.62M | $16.11M | $1.49M | 10.21% |
| CB Catherine Bluvol Next Level Private LLC | 8,883 | $428,085.29 | $627,317.46 | $199,232.17 | 46.54% |
Kelly Kaczmarczyk Dravo Bay LLC | 391,609 | $19.32M | $28.39M | $9.08M | 46.99% |
Sean Reitenbach Prosperity Consulting Group LLC | 142,371 | $7.13M | $10.44M | $3.31M | 46.37% |
Kathleen Thornhill Confluence Wealth Services Inc. | 32,728 | $1.83M | $2.31M | $481,649.4 | 26.33% |
Bill McVay Red Tortoise LLC | 70,848 | $3.64M | $5M | $1.36M | 37.48% |
Gery Sadzewicz Forum Private Client Group LLC | 3,050 | $217,312.5 | $223,565 | $6,252.5 | 2.88% |
Samantha Pierangeli City State Bank | 25,910 | $1.29M | $1.83M | $542,711.15 | 42.17% |
Christopher Pelch Vance Wealth LLC | 3,785 | $244,571.91 | $278,500.3 | $33,928.39 | 13.87% |
Michael Schneck Gridiron Partners LLC | 27,048 | $1.62M | $1.91M | $288,586.51 | 17.8% |
| EI Excelsior Investors Intelligent Financial Strategies | 6,171 | $342,952.57 | $435,796.02 | $92,843.45 | 27.07% |