| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| YL Yosef Levy Y.D. More Investments Ltd. | 10,588 | $948,196.86 | $1.03M | $84,344.9 | 8.9% |
Joseph Castro Nuveen LLC | 4,207 | $395,092 | $410,266.64 | $15,174.64 | 3.84% |
| TSR Ted S. Rich RiverTree Advisors LLC | 78,509 | $5.87M | $7.76M | $1.9M | 32.32% |
| SK Samira Kadam Cherry Creek Investment Advisors Inc. | 11,720 | $887,255.77 | $1.13M | $241,497.43 | 27.22% |
Katie Smith Delos Wealth Advisors LLC | 40,812 | $3.31M | $3.93M | $619,086.22 | 18.69% |
Kimberly Cappellano Private Wealth Asset Management LLC | 833 | $77,269 | $82,325.39 | $5,056.39 | 6.54% |
Andrew J. Swenson ARS Wealth Advisors Group LLC | 10,104 | $918,352.56 | $973,116.24 | $54,763.68 | 5.96% |
Jennifer Grunberg Allspring Global Investments Holdings LLC | 1,801 | $167,060.76 | $177,920.79 | $10,860.03 | 6.5% |
Andrew Endelman Independent Wealth Network Inc. | 13,596 | $1.13M | $1.33M | $199,673.22 | 17.73% |
| SS Sandra Stickney Collaborative Wealth Managment Inc. | 2,885 | $218,741.29 | $277,854.35 | $59,113.06 | 27.02% |
Christian Keedy Guardian Wealth Advisors LLC / Nc | 38,273 | $2.68M | $3.73M | $1.05M | 39.37% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 546 | $50,202.63 | $53,245.92 | $3,043.29 | 6.06% |
Thomas Pappas Cottonwood Capital Advisors LLC | 19,163 | $1.74M | $1.9M | $155,025.25 | 8.91% |
Justin Fulmer Shelton Wealth Management LLC | 56,883 | $4.73M | $5.55M | $818,559.71 | 17.31% |
Craig Kurth PCG Wealth Advisors LLC | 72,705 | $4.93M | $7M | $2.07M | 42.03% |
Jaclyn Gilbert SAXON INTERESTS Inc. | 6,518 | $521,700.72 | $627,748.58 | $106,047.86 | 20.33% |
Shaun Peterson Peterson Wealth Services | 1,615 | $148,178.44 | $155,540.65 | $7,362.21 | 4.97% |
Timothy Carne SFG Wealth Management LLC | 2,529 | $208,995.62 | $249,814.62 | $40,819 | 19.53% |
Caroline Jankowski Operose Advisors LLC | 1,208 | $103,484.31 | $117,804.16 | $14,319.85 | 13.84% |
Lonny Elfenbein West Michigan Advisors LLC | 10,355 | $802,737.91 | $997,290.05 | $194,552.14 | 24.24% |