| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JB Joel Blattner Avaii Wealth Management LLC | 5,351 | $226,507.83 | $205,237.6 | -$21,270.23 | -9.39% |
Heidi Mark ENDEAVOR PRIVATE WEALTH Inc. | 119,037 | $3.73M | $4.54M | $812,859.16 | 21.8% |
Lindsey Seagraves Carson Advisory Inc. | 242,812 | $5.43M | $9.27M | $3.84M | 70.64% |
Lonny Elfenbein West Michigan Advisors LLC | 101,119 | $2.58M | $3.85M | $1.27M | 49.25% |
Kathleen Thornhill Confluence Wealth Services Inc. | 233,162 | $6.74M | $8.83M | $2.09M | 31.01% |
Brenda Bickle Adamsbrown Wealth Consultants LLC | 12,251 | $368,695.59 | $469,825.85 | $101,130.26 | 27.43% |
W. Travis McKinney HB Wealth Management LLC | 34,624 | $1.25M | $1.33M | $80,897.32 | 6.48% |
Dalila Toledo Ascent Group LLC | 7,326 | $250,398.54 | $277,215.84 | $26,817.3 | 10.71% |
| EM Erin Mccann Simplicity Wealth LLC | 8,093 | $275,731.41 | $309,031.2 | $33,299.79 | 12.08% |
Patrick O'Connell Security Financial Services Inc. | 32,987 | $1.14M | $1.26M | $116,952.72 | 10.24% |
| KB Kimberly Byrne Bill Few Associates Inc. | 134,867 | $4.37M | $5.25M | $888,580.95 | 20.35% |
Nichole Raftopoulos Nvest Financial LLC | 8,115 | $250,798.47 | $310,804.5 | $60,006.03 | 23.93% |
| KRH Kenneth R. Herold FinDec Wealth Services Inc. | 6,001 | $180,929.94 | $227,107.84 | $46,177.9 | 25.52% |
Leanne Menzel Smallwood Wealth Investment Management LLC | 117,463 | $2.7M | $4.45M | $1.75M | 64.65% |
Timothy Gerlach Novem Group | 233,427 | $9.29M | $8.86M | -$429,621.83 | -4.62% |
Daniel Ronan Catalyst Financial Partners LLC | 118,002 | $3.85M | $4.48M | $637,605.75 | 16.58% |
Amanda Hawley Atria Wealth Solutions Inc. | 68,714 | $2M | $2.64M | $638,102.41 | 31.9% |
Jeffrey Gilbert Balboa Wealth Partners | 17,968 | $613,491.4 | $680,627.84 | $67,136.44 | 10.94% |
| BFG Bleakley Financial Group LLC Bleakley Financial Group LLC | 606,746 | $16.2M | $23.14M | $6.94M | 42.82% |
| JG John Ginter Callan Family Office LLC | 5,677 | $240,321 | $216,861.4 | -$23,459.6 | -9.76% |