| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jennifer Carlson Gould Capital LLC | 7,037 | $2.13M | $3.73M | $1.59M | 74.6% |
Loyd Stegent Stegent Equity Advisors Inc. | 802 | $376,480.71 | $422,385.31 | $45,904.6 | 12.19% |
| LMR Lindsay Marie Rider Obsidian Personal Planning Solutions LLC | 1,438 | $449,584.93 | $756,287.34 | $306,702.41 | 68.22% |
| JBL Jason B. Lockridge Southern Capital Advisors LLC | 600 | $287,520 | $316,706.98 | $29,186.98 | 10.15% |
Lindsey Seagraves Carson Advisory Inc. | 15,373 | $5.66M | $8.17M | $2.51M | 44.32% |
Penny A. Phillips Journey Strategic Wealth LLC | 21,422 | $9.71M | $11.34M | $1.63M | 16.78% |
Russell Kartub Insight Inv LLC | 5,451 | $2.87M | $2.87M | -$2,256.47 | -0.08% |
Joshua Ryder Taff New Perspectives Inc. | 418 | $209,163.02 | $221,519.1 | $12,356.08 | 5.91% |
Lisa Cooper Figure 8 Investment Strategies LLC | 450 | $226,233 | $237,890.25 | $11,657.25 | 5.15% |
Kenneth A. Armstrong Elevate Capital Advisors LLC | 4,824 | $2.28M | $2.55M | $261,697.77 | 11.46% |
G. Adam Parmer Enhancing Capital LLC | 6,700 | $2.14M | $3.54M | $1.39M | 65.06% |
Raymond L. Eaton Primoris Wealth Advisors LLC | 1,745 | $729,926.18 | $923,672.12 | $193,745.94 | 26.54% |
Tyler Glazier New Millennium Group LLC | 945 | $348,160.21 | $499,423.05 | $151,262.84 | 43.45% |
Caroline Jankowski Operose Advisors LLC | 2,787 | $1.35M | $1.44M | $90,268.87 | 6.71% |
Tracy A. Zullo Zullo Investment Group Inc. | 4,633 | $1.28M | $2.46M | $1.18M | 91.83% |
Joshua Moeller Hill Island Financial LLC | 715 | $228,211.57 | $377,741.65 | $149,530.08 | 65.52% |
Bryson Braden DENVER WEALTH MANAGEMENT Inc. | 2,454 | $756,543.24 | $1.29M | $536,395.74 | 70.9% |
Brian Ramsay Wealthspan Partners LLC | 3,785 | $1.28M | $2.01M | $730,523.55 | 57.07% |
Billy DeFrance Lauterbach Financial Advisors LLC | 2,440 | $943,201.91 | $1.29M | $344,971.69 | 36.57% |
Ana-Maria Ignat Covestor Ltd | 1,938 | $811,705.18 | $1.02M | $207,799.1 | 25.6% |