| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Caroline Jankowski Operose Advisors LLC | 1,876 | $495,781.65 | $1.53M | $1.03M | 208.32% |
Tracy A. Zullo Zullo Investment Group Inc. | 1,947 | $457,462.48 | $1.59M | $1.13M | 246.79% |
Joshua Moeller Hill Island Financial LLC | 318 | $225,290.28 | $259,109.58 | $33,819.3 | 15.01% |
Bryson Braden DENVER WEALTH MANAGEMENT Inc. | 355 | $204,453.57 | $298,977.45 | $94,523.88 | 46.23% |
Brian Ramsay Wealthspan Partners LLC | 4,184 | $1.09M | $3.64M | $2.55M | 234.3% |
Ana-Maria Ignat Covestor Ltd | 117 | $55,182.98 | $98,536.23 | $43,353.25 | 78.56% |
Kathryn Brown Morton Brown Family Wealth LLC | 299 | $89,946.9 | $243,628.19 | $153,681.29 | 170.86% |
Lonny Elfenbein West Michigan Advisors LLC | 5,308 | $3.04M | $4.33M | $1.28M | 42.17% |
| RW Ryan Westerbeck Greenup Street Wealth Management LLC | 206 | $219,369.4 | $167,850.86 | -$51,518.54 | -23.48% |
John Gorlow Cardiff Park Advisors LLC | 1,836 | $520,175.78 | $1.5M | $975,815.38 | 187.59% |
Stefan Demuth Ameliora Wealth Management Ltd. | 342 | $125,080.51 | $278,665.02 | $153,584.51 | 122.79% |
Eric Lai Archvest Wealth Advisors Inc. | 270 | $146,634.42 | $219,998.7 | $73,364.28 | 50.03% |
| CC Cheung Chan Chemistry Wealth Management LLC | 888 | $309,914.35 | $723,551.28 | $413,636.93 | 133.47% |
| JK Joshua Kirby Guardian Wealth Management Inc. | 6,581 | $3.47M | $5.36M | $1.89M | 54.6% |
| AE Alexis Eubanks TILIA FIDUCIARY PARTNERS Inc. | 455 | $103,706.82 | $370,738.55 | $267,031.73 | 257.49% |
Marshall McCormick Fingerlakes Wealth Management Inc. | 1,151 | $262,490.23 | $937,846.31 | $675,356.08 | 257.29% |
Jay Richards Investment Advisory Group LLC | 370 | $275,318.48 | $322,299.61 | $46,981.13 | 17.06% |
| CB Catherine Bluvol Next Level Private LLC | 1,190 | $348,035.56 | $969,623.9 | $621,588.34 | 178.6% |
Brian Kellett Kellett Wealth Advisors LLC | 365 | $266,429.58 | $297,405.65 | $30,976.07 | 11.63% |
Andrew Burkey Joseph Group Capital Management | 145 | $85,402.66 | $126,306.6 | $40,903.94 | 47.9% |