| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Ana-Maria Ignat Covestor Ltd | 1,602 | $96,539.19 | $188,827.74 | $92,288.55 | 95.6% |
Kathryn Brown Morton Brown Family Wealth LLC | 1,074 | $84,687.29 | $127,526.76 | $42,839.47 | 50.59% |
Lonny Elfenbein West Michigan Advisors LLC | 36,564 | $2.13M | $4.33M | $2.2M | 103.36% |
| RW Ryan Westerbeck Greenup Street Wealth Management LLC | 3,514 | $337,165.73 | $419,483.75 | $82,318.02 | 24.41% |
John Gorlow Cardiff Park Advisors LLC | 8,592 | $422,719.89 | $1.02M | $597,408.27 | 141.32% |
Stefan Demuth Ameliora Wealth Management Ltd. | 30,997 | $1.75M | $3.68M | $1.93M | 109.82% |
| CC Cheung Chan Chemistry Wealth Management LLC | 3,535 | $324,476.82 | $420,718.02 | $96,241.2 | 29.66% |
| AE Alexis Eubanks TILIA FIDUCIARY PARTNERS Inc. | 38,338 | $2.11M | $4.52M | $2.41M | 114.31% |
Jay Richards Investment Advisory Group LLC | 6,371 | $489,690.92 | $756,556.25 | $266,865.33 | 54.5% |
Daniel Flack Intrinsic Value Partners LLC | 2,691 | $217,752.63 | $318,479.85 | $100,727.22 | 46.26% |
| CB Catherine Bluvol Next Level Private LLC | 4,996 | $470,941.05 | $591,004.32 | $120,063.27 | 25.49% |
D. Patrick Franklin First International Bank & Trust | 18,262 | $1.2M | $2.17M | $971,024.3 | 80.99% |
Brian Kellett Kellett Wealth Advisors LLC | 5,677 | $365,296.48 | $669,147.99 | $303,851.51 | 83.18% |
Andrew Burkey Joseph Group Capital Management | 1,297 | $151,889.11 | $153,947.41 | $2,058.3 | 1.36% |
Sean Reitenbach Prosperity Consulting Group LLC | 70,636 | $5.65M | $8.4M | $2.75M | 48.63% |
Kathleen Thornhill Confluence Wealth Services Inc. | 114,714 | $9.03M | $13.62M | $4.6M | 50.96% |
James Langer Redmont Wealth Advisors LLC | 288 | $28,160.64 | $34,136.64 | $5,976 | 21.22% |
Bill McVay Red Tortoise LLC | 1,449 | $70,222.59 | $172,235.38 | $102,012.79 | 145.27% |
| JBS Joseph Blane Shea Horizon Family Wealth Inc. | 4,210 | $251,305.92 | $497,516.75 | $246,210.83 | 97.97% |
Samantha Pierangeli City State Bank | 12,946 | $643,960.23 | $1.54M | $892,067.13 | 138.53% |