| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| CWA Consilio Wealth Advisors LLC Consilio Wealth Advisors LLC | 2,608 | $450,949.09 | $641,281.12 | $190,332.03 | 42.21% |
Loyd Stegent Stegent Equity Advisors Inc. | 6,868 | $1.57M | $1.72M | $154,186.6 | 9.83% |
| LMR Lindsay Marie Rider Obsidian Personal Planning Solutions LLC | 1,877 | $268,457.82 | $471,014.38 | $202,556.56 | 75.45% |
| JBL Jason B. Lockridge Southern Capital Advisors LLC | 1,211 | $238,554.93 | $303,888.34 | $65,333.41 | 27.39% |
Lindsey Seagraves Carson Advisory Inc. | 2,694 | $380,905.81 | $668,031.18 | $287,125.37 | 75.38% |
Penny A. Phillips Journey Strategic Wealth LLC | 24,928 | $4.75M | $6.26M | $1.5M | 31.66% |
Russell Kartub Insight Inv LLC | 1,328 | $182,462.3 | $333,248.32 | $150,786.02 | 82.64% |
Joshua Ryder Taff New Perspectives Inc. | 1,041 | $240,964.74 | $261,228.54 | $20,263.8 | 8.41% |
Kenneth A. Armstrong Elevate Capital Advisors LLC | 4,193 | $877,077.03 | $1.05M | $175,114.39 | 19.97% |
G. Adam Parmer Enhancing Capital LLC | 2,000 | $270,800 | $495,940 | $225,140 | 83.14% |
Tyler Glazier New Millennium Group LLC | 796 | $165,054.84 | $199,748.24 | $34,693.4 | 21.02% |
Salvatore Pitti Pitti Group Wealth Management LLC | 1,081 | $250,198.04 | $268,909.55 | $18,711.51 | 7.48% |
Caroline Jankowski Operose Advisors LLC | 4,615 | $835,570.74 | $1.15M | $312,456.61 | 37.39% |
Tracy A. Zullo Zullo Investment Group Inc. | 5,542 | $872,700.73 | $1.39M | $518,008.75 | 59.36% |
Joshua Moeller Hill Island Financial LLC | 849 | $159,887.38 | $210,526.53 | $50,639.15 | 31.67% |
Brian Ramsay Wealthspan Partners LLC | 3,359 | $475,456.05 | $818,924.2 | $343,468.15 | 72.24% |
Ana-Maria Ignat Covestor Ltd | 407 | $68,763.33 | $100,138.28 | $31,374.95 | 45.63% |
Kathryn Brown Morton Brown Family Wealth LLC | 156 | $34,831.88 | $39,146.64 | $4,314.76 | 12.39% |
Lonny Elfenbein West Michigan Advisors LLC | 17,032 | $3.11M | $4.27M | $1.16M | 37.47% |
| RW Ryan Westerbeck Greenup Street Wealth Management LLC | 3,980 | $799,914.62 | $998,741.2 | $198,826.58 | 24.86% |