| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Lindsey Seagraves Carson Advisory Inc. | 1,398 | $281,482.18 | $483,931.68 | $202,449.5 | 71.92% |
Penny A. Phillips Journey Strategic Wealth LLC | 4,475 | $1.37M | $1.59M | $216,736.76 | 15.78% |
Joshua Ryder Taff New Perspectives Inc. | 762 | $219,753.18 | $263,773.92 | $44,020.74 | 20.03% |
Kenneth A. Armstrong Elevate Capital Advisors LLC | 14,514 | $4.74M | $5.13M | $388,004.3 | 8.18% |
G. Adam Parmer Enhancing Capital LLC | 722 | $218,036.78 | $255,782.94 | $37,746.16 | 17.31% |
Tyler Glazier New Millennium Group LLC | 11 | $2,966.51 | $3,851.65 | $885.14 | 29.84% |
Caroline Jankowski Operose Advisors LLC | 178 | $60,651.72 | $62,326.7 | $1,674.98 | 2.76% |
Tracy A. Zullo Zullo Investment Group Inc. | 984 | $256,423.75 | $344,547.6 | $88,123.85 | 34.37% |
Ana-Maria Ignat Covestor Ltd | 94 | $29,339.28 | $33,276 | $3,936.72 | 13.42% |
Kathryn Brown Morton Brown Family Wealth LLC | 2 | $681.48 | $700.3 | $18.82 | 2.76% |
Lonny Elfenbein West Michigan Advisors LLC | 7,819 | $1.73M | $2.74M | $1.01M | 58.02% |
John Gorlow Cardiff Park Advisors LLC | 2,086 | $542,670.29 | $730,412.88 | $187,742.59 | 34.6% |
| AE Alexis Eubanks TILIA FIDUCIARY PARTNERS Inc. | 1,604 | $387,527.58 | $566,709.24 | $179,181.66 | 46.24% |
Andrew Burkey Joseph Group Capital Management | 124 | $40,165.12 | $43,418.6 | $3,253.48 | 8.1% |
Sean Reitenbach Prosperity Consulting Group LLC | 5,182 | $1.48M | $1.81M | $329,722.54 | 22.21% |
Kathleen Thornhill Confluence Wealth Services Inc. | 21,741 | $6.1M | $7.61M | $1.51M | 24.74% |
James Langer Redmont Wealth Advisors LLC | 58 | $17,147.32 | $20,308.7 | $3,161.38 | 18.44% |
Bill McVay Red Tortoise LLC | 39 | $8,466.78 | $13,655.85 | $5,189.07 | 61.29% |
Samantha Pierangeli City State Bank | 2,623 | $578,817.98 | $933,289.63 | $354,471.65 | 61.24% |
Roger Steed KRS Capital Management LLC | 3,518 | $704,711.7 | $1.23M | $527,116 | 74.8% |