| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Clint Dunn Beaird Harris Wealth Management LLC | 18 | $2,889.19 | $4,202.73 | $1,313.54 | 45.46% |
Penny A. Phillips Journey Strategic Wealth LLC | 4,350 | $744,080.32 | $1.02M | $277,778.18 | 37.33% |
Tyler Glazier New Millennium Group LLC | 91 | $11,468.73 | $21,127.47 | $9,658.74 | 84.22% |
Ana-Maria Ignat Covestor Ltd | 142 | $26,356.62 | $33,317.46 | $6,960.84 | 26.41% |
Kathryn Brown Morton Brown Family Wealth LLC | 5 | $1,134.85 | $1,160.85 | $26 | 2.29% |
Lonny Elfenbein West Michigan Advisors LLC | 1,079 | $192,220.53 | $250,511.43 | $58,290.9 | 30.33% |
Jay Richards Investment Advisory Group LLC | 4,541 | $441,157.23 | $1.05M | $603,908.51 | 136.89% |
Andrew Burkey Joseph Group Capital Management | 214 | $44,076.32 | $49,684.38 | $5,608.06 | 12.72% |
Sean Reitenbach Prosperity Consulting Group LLC | 4,961 | $880,994.59 | $1.15M | $270,800.78 | 30.74% |
Kathleen Thornhill Confluence Wealth Services Inc. | 950 | $215,621.5 | $220,561.5 | $4,940 | 2.29% |
David Jarvis Corton Capital Inc. | 1,504 | $267,922.56 | $346,130.56 | $78,208 | 29.19% |
James Langer Redmont Wealth Advisors LLC | 46 | $7,071.58 | $10,679.82 | $3,608.24 | 51.02% |
Bill McVay Red Tortoise LLC | 81 | $5,309.55 | $18,805.77 | $13,496.22 | 254.19% |
Samantha Pierangeli City State Bank | 1,061 | $69,945.03 | $248,655.96 | $178,710.93 | 255.5% |
John Swift Benchmark Investment Advisors LLC | 5,060 | $472,806.4 | $1.19M | $714,775.6 | 151.18% |
W. Travis McKinney HB Wealth Management LLC | 18,444 | $2.47M | $4.33M | $1.86M | 75.33% |
| LF Lukas Feh LGT Group Foundation | 34,468 | $2.79M | $7.93M | $5.14M | 184.51% |
Martin Schoeffel LGT Fund Management Co. Ltd. | 2,857 | $336,613.05 | $657,509.98 | $320,896.93 | 95.33% |
Mark Perrault Intergy Private Wealth LLC | 930 | $211,082.1 | $215,918.1 | $4,836 | 2.29% |
Brian O'Rourke O'ROURKE & COMPANY Inc. | 13,961 | $1.17M | $3.21M | $2.04M | 173.9% |