| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Nicholas Shaheen FSA Advisors Inc. | 4,879 | $444,972 | $455,649.81 | $10,677.81 | 2.4% |
Barry Oliver Capital Performance Advisors LLP | 3,536 | $179,687.68 | $330,103.28 | $150,415.6 | 83.71% |
Robert Lucia Andrews, Lucia Wealth Management LLC | 6,228 | $462,809.95 | $578,705.76 | $115,895.81 | 25.04% |
| ECD Elizabeth C. DeWan WMG Financial Advisors LLC | 46,186 | $2.7M | $4.31M | $1.61M | 59.48% |
Gabriel M. Bustamante Bayshore Asset Management LLC | 49,318 | $2.59M | $4.59M | $2M | 77.3% |
Matthew Watters Midwest Heritage Bank, FSB | 40,854 | $2.75M | $3.8M | $1.05M | 38.28% |
Caitlin Garner SC&H Financial Advisors Inc. | 25,011 | $1.37M | $2.34M | $972,236.64 | 70.93% |
Arlie W. Green Fortress Wealth Management Inc. | 347,107 | $19.55M | $32.39M | $12.84M | 65.68% |
Amir Ali Monsefi Aire Advisors LLC | 267,585 | $14.6M | $25.1M | $10.5M | 71.88% |
Jason Whitby Stone Summit Wealth LLC | 45,864 | $2.75M | $4.3M | $1.54M | 55.95% |
Timothy Carne SFG Wealth Management LLC | 10,200 | $930,342 | $951,762 | $21,420 | 2.3% |
Clint Dunn Beaird Harris Wealth Management LLC | 1.33M | $78.11M | $123.45M | $45.34M | 58.05% |
Loyd Stegent Stegent Equity Advisors Inc. | 18,985 | $1.58M | $1.77M | $190,436.89 | 12.05% |
Tyler Glazier New Millennium Group LLC | 1 | $68.21 | $93.23 | $25.02 | 36.68% |
Joshua Moeller Hill Island Financial LLC | 237,431 | $21.66M | $22.13M | $470,113.38 | 2.17% |
Lonny Elfenbein West Michigan Advisors LLC | 4,132 | $333,080.52 | $385,887.48 | $52,806.96 | 15.85% |
Wayne Freeman DIXON FNANCIAL SERVICES Inc. | 17,964 | $1.15M | $1.67M | $518,081.76 | 44.88% |
John Gorlow Cardiff Park Advisors LLC | 65,029 | $3.2M | $6.07M | $2.87M | 89.67% |
Jay Richards Investment Advisory Group LLC | 68,422 | $5.09M | $6.41M | $1.32M | 25.86% |
Brenda Bickle Adamsbrown Wealth Consultants LLC | 7,261 | $552,044.79 | $680,428.31 | $128,383.52 | 23.26% |