| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Lindsey Seagraves Carson Advisory Inc. | 3,968 | $299,449.95 | $521,464.64 | $222,014.69 | 74.14% |
| PAP Penny A. Phillips Journey Strategic Wealth LLC | 11,794 | $1.17M | $1.55M | $384,402.03 | 32.89% |
Caroline Jankowski Operose Advisors LLC | 1,044 | $96,530.38 | $137,484.36 | $40,953.98 | 42.43% |
Ana-Maria Ignat Covestor Ltd | 1,057 | $112,918.44 | $140,887.53 | $27,969.09 | 24.77% |
Kathryn Brown Morton Brown Family Wealth LLC | 389 | $36,268.97 | $51,227.41 | $14,958.44 | 41.24% |
Lonny Elfenbein West Michigan Advisors LLC | 29,796 | $3.45M | $3.92M | $475,315.15 | 13.78% |
| AE Alexis Eubanks TILIA FIDUCIARY PARTNERS Inc. | 20,509 | $2.86M | $2.7M | -$157,509.12 | -5.51% |
Jay Richards Investment Advisory Group LLC | 2,009 | $226,491.06 | $264,565.21 | $38,074.15 | 16.81% |
Andrew Burkey Joseph Group Capital Management | 252 | $32,310.77 | $33,185.88 | $875.11 | 2.71% |
| SR Sean Reitenbach Prosperity Consulting Group LLC | 27,641 | $2.2M | $3.64M | $1.44M | 65.83% |
Kathleen Thornhill Confluence Wealth Services Inc. | 3,176 | $217,905.36 | $419,152.6 | $201,247.24 | 92.36% |
| JL James Langer Redmont Wealth Advisors LLC | 73 | $8,093.51 | $9,613.37 | $1,519.86 | 18.78% |
Bill McVay Red Tortoise LLC | 224 | $18,575.28 | $29,562.4 | $10,987.12 | 59.15% |
| SP Samantha Pierangeli City State Bank | 3,184 | $281,749.04 | $428,821.12 | $147,072.08 | 52.2% |
Brett Lee Planning Center Inc. | 1,437 | $200,274.69 | $189,238.53 | -$11,036.16 | -5.51% |
| YR Yarenis Rodriguez Pursue Wealth Partners LLC | 4,248 | $308,447.28 | $559,419.12 | $250,971.84 | 81.37% |
| WTM W. Travis McKinney HB Wealth Management LLC | 56,970 | $5.67M | $7.58M | $1.91M | 33.68% |
Martin Schoeffel LGT Fund Management Co. Ltd. | 3,316 | $407,005.84 | $437,629.1 | $30,623.26 | 7.52% |
| MC mike Chen Byrne Asset Management LLC | 2,485 | $154,402.15 | $330,753.5 | $176,351.35 | 114.22% |
| NWL Nicholas Wealth LLC Nicholas Wealth LLC | 8,546 | $820,952.9 | $1.13M | $306,905.45 | 37.38% |