| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Caroline Jankowski Operose Advisors LLC | 38 | $2,765.64 | $2,766.4 | $0.76 | 0.03% |
Ana-Maria Ignat Covestor Ltd | 558 | $20,186.38 | $38,624.76 | $18,438.38 | 91.34% |
Kathryn Brown Morton Brown Family Wealth LLC | 23 | $1,709.82 | $1,674.4 | -$35.42 | -2.07% |
Lonny Elfenbein West Michigan Advisors LLC | 7,770 | $360,763.89 | $565,656 | $204,892.11 | 56.79% |
Brian Kellett Kellett Wealth Advisors LLC | 4,400 | $278,670 | $305,712 | $27,042 | 9.7% |
Andrew Burkey Joseph Group Capital Management | 345 | $23,633.37 | $25,116 | $1,482.63 | 6.27% |
Sean Reitenbach Prosperity Consulting Group LLC | 31,340 | $1.63M | $2.28M | $651,684.61 | 39.98% |
Kathleen Thornhill Confluence Wealth Services Inc. | 8,138 | $310,615.97 | $592,446.4 | $281,830.43 | 90.73% |
Bill McVay Red Tortoise LLC | 106 | $3,487.4 | $7,716.8 | $4,229.4 | 121.28% |
Samantha Pierangeli City State Bank | 1,417 | $47,297.26 | $98,679.88 | $51,382.62 | 108.64% |
Brenda Bickle Adamsbrown Wealth Consultants LLC | 4,893 | $357,695.94 | $364,871.01 | $7,175.07 | 2.01% |
W. Travis McKinney HB Wealth Management LLC | 81,436 | $4.1M | $5.64M | $1.54M | 37.53% |
| LF Lukas Feh LGT Group Foundation | 12,237 | $448,666.86 | $912,513.09 | $463,846.23 | 103.38% |
| MC mike Chen Byrne Asset Management LLC | 290 | $19,711.3 | $21,112 | $1,400.7 | 7.11% |
Taylor Fairman Eagle Rock Investment Company LLC | 40,419 | $1.47M | $2.94M | $1.48M | 100.65% |
Nathan Geraci ETF Store Inc. | 3,109 | $226,293.3 | $215,920.05 | -$10,373.25 | -4.58% |
Courtney Lawson Autumn Glory Partners LLC | 54,344 | $2.1M | $4.05M | $1.96M | 93.21% |
Jeremy Baltz Raleigh Capital Management Inc. | 30 | $2,183.4 | $2,184 | $0.6 | 0.03% |
Allison Tronnes Forum Financial Management LP | 8,409 | $313,702.6 | $612,175.2 | $298,472.6 | 95.15% |
| LWL Leo Wealth LLC Leo Wealth LLC | 2,873 | $209,097 | $209,154.4 | $57.4 | 0.03% |