| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Sima Elimelech Activest Wealth Management | 2,278 | $142,762.39 | $169,323.74 | $26,561.35 | 18.61% |
Jodi Greenlund Financial Council LLC | 392,461 | $25.56M | $29.26M | $3.7M | 14.46% |
| KC Kasey Cook Maripau Wealth Management LLC | 9,714 | $677,662.46 | $727,432.89 | $49,770.43 | 7.34% |
Jennifer Grunberg Allspring Global Investments Holdings LLC | 20,326 | $1.09M | $1.52M | $431,927.5 | 39.8% |
Brian Landzaat Vista Finance LLC | 12,005 | $849,685.95 | $892,571.75 | $42,885.8 | 5.05% |
David Spratt Badgley Phelps Wealth Managers LLC | 42,181 | $2.16M | $3.14M | $982,147.33 | 45.56% |
Ryan Charles Stout Theory Financial LLC | 48,483 | $3.41M | $3.62M | $209,895.62 | 6.16% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 53,600 | $4.03M | $3.98M | -$42,698.23 | -1.06% |
Candace Cavalier Congress Wealth Management LLC / DE / | 22,083 | $1.35M | $1.64M | $297,126.76 | 22.08% |
Jaclyn Gilbert SAXON INTERESTS Inc. | 5,630 | $287,355.2 | $420,532.85 | $133,177.65 | 46.35% |
Nabeed Zaman Eagle Strategies LLC | 7,578 | $427,944.95 | $564,409.44 | $136,464.49 | 31.89% |
| CWA Consilio Wealth Advisors LLC Consilio Wealth Advisors LLC | 22,149 | $1.36M | $1.65M | $295,644.6 | 21.81% |
Caroline Jankowski Operose Advisors LLC | 9,980 | $576,477.36 | $739,717.6 | $163,240.24 | 28.32% |
Ana-Maria Ignat Covestor Ltd | 244 | $16,706.68 | $18,212.16 | $1,505.48 | 9.01% |
Kathryn Brown Morton Brown Family Wealth LLC | 2,698 | $131,581.46 | $200,447.91 | $68,866.45 | 52.34% |
Sean Reitenbach Prosperity Consulting Group LLC | 41,024 | $2.59M | $3.05M | $456,324.26 | 17.63% |
Bill McVay Red Tortoise LLC | 47,050 | $2.6M | $3.49M | $893,131.79 | 34.37% |
Morgan Christen Spinnaker Investment Group LLC | 4,628 | $349,969.36 | $344,693.44 | -$5,275.92 | -1.51% |
W. Travis McKinney HB Wealth Management LLC | 7,853 | $391,164.54 | $586,147.92 | $194,983.38 | 49.85% |
Taylor Fairman Eagle Rock Investment Company LLC | 8,300 | $373,500 | $621,379.5 | $247,879.5 | 66.37% |