| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Brian Ramsay Wealthspan Partners LLC | 11,120 | $684,259.3 | $991,570.4 | $307,311.1 | 44.91% |
Billy DeFrance Lauterbach Financial Advisors LLC | 8,643 | $441,793.09 | $747,187.35 | $305,394.26 | 69.13% |
Ana-Maria Ignat Covestor Ltd | 727 | $51,064.48 | $63,430.75 | $12,366.27 | 24.22% |
Kathryn Brown Morton Brown Family Wealth LLC | 126 | $9,327.64 | $10,892.7 | $1,565.06 | 16.78% |
Lonny Elfenbein West Michigan Advisors LLC | 11,007 | $855,869.72 | $951,555.15 | $95,685.43 | 11.18% |
John Gorlow Cardiff Park Advisors LLC | 6,152 | $296,041.72 | $531,840.4 | $235,798.68 | 79.65% |
Stefan Demuth Ameliora Wealth Management Ltd. | 4,294 | $225,072.68 | $371,216.3 | $146,143.62 | 64.93% |
| CC Cheung Chan Chemistry Wealth Management LLC | 18,388 | $903,728.75 | $1.59M | $685,913.85 | 75.9% |
Jay Richards Investment Advisory Group LLC | 4,072 | $228,946.02 | $363,100.24 | $134,154.22 | 58.6% |
| JN John Nunn Paradigm Capital Management LLC/NV | 6,809 | $601,637.2 | $588,638.05 | -$12,999.15 | -2.16% |
Daniel Flack Intrinsic Value Partners LLC | 13,547 | $649,985.06 | $1.17M | $521,153.09 | 80.18% |
| CB Catherine Bluvol Next Level Private LLC | 4,057 | $314,910.28 | $350,727.65 | $35,817.37 | 11.37% |
Andrew Burkey Joseph Group Capital Management | 593 | $51,840.22 | $52,877.81 | $1,037.59 | 2% |
Sean Reitenbach Prosperity Consulting Group LLC | 13,073 | $870,030.14 | $1.13M | $260,130.71 | 29.9% |
Kathleen Thornhill Confluence Wealth Services Inc. | 9,116 | $524,645.01 | $788,078.2 | $263,433.19 | 50.21% |
James Langer Redmont Wealth Advisors LLC | 320 | $24,996.99 | $27,664 | $2,667.01 | 10.67% |
Bill McVay Red Tortoise LLC | 336 | $13,751.75 | $29,047.2 | $15,295.45 | 111.23% |
Samantha Pierangeli City State Bank | 3,189 | $144,355.65 | $275,689.05 | $131,333.4 | 90.98% |
| JG Jeffrey Gomez G2 Capital Management LLC / Oh | 5,738 | $291,254.55 | $496,050.1 | $204,795.55 | 70.31% |
Morgan Christen Spinnaker Investment Group LLC | 2,778 | $229,573.92 | $240,158.1 | $10,584.18 | 4.61% |