| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Lindsey Seagraves Carson Advisory Inc. | 3,768 | $284,461.95 | $501,370.08 | $216,908.13 | 76.25% |
Penny A. Phillips Journey Strategic Wealth LLC | 11,794 | $1.17M | $1.54M | $366,947.03 | 31.4% |
Caroline Jankowski Operose Advisors LLC | 800 | $78,245.02 | $108,696 | $30,450.98 | 38.92% |
Ana-Maria Ignat Covestor Ltd | 721 | $80,031 | $96,044.42 | $16,013.42 | 20.01% |
Kathryn Brown Morton Brown Family Wealth LLC | 414 | $39,427.47 | $53,906.94 | $14,479.47 | 36.72% |
Lonny Elfenbein West Michigan Advisors LLC | 29,796 | $3.45M | $3.88M | $431,217.37 | 12.5% |
| AE Alexis Eubanks TILIA FIDUCIARY PARTNERS Inc. | 21,278 | $2.96M | $2.96M | $444.97 | 0.02% |
Jay Richards Investment Advisory Group LLC | 2,097 | $237,608.98 | $274,413.42 | $36,804.44 | 15.49% |
Andrew Burkey Joseph Group Capital Management | 327 | $41,786.27 | $42,791.22 | $1,004.95 | 2.4% |
Sean Reitenbach Prosperity Consulting Group LLC | 26,812 | $2.13M | $3.64M | $1.51M | 70.68% |
Kathleen Thornhill Confluence Wealth Services Inc. | 11,162 | $1.23M | $1.45M | $226,547.53 | 18.47% |
James Langer Redmont Wealth Advisors LLC | 73 | $8,093.51 | $9,505.33 | $1,411.82 | 17.44% |
Bill McVay Red Tortoise LLC | 224 | $18,575.28 | $29,167.04 | $10,591.76 | 57.02% |
Samantha Pierangeli City State Bank | 3,212 | $285,286.56 | $418,234.55 | $132,947.99 | 46.6% |
W. Travis McKinney HB Wealth Management LLC | 56,970 | $5.67M | $7.42M | $1.75M | 30.77% |
| MC mike Chen Byrne Asset Management LLC | 2,485 | $154,402.15 | $336,096.25 | $181,694.1 | 117.68% |
| NWL Nicholas Wealth LLC Nicholas Wealth LLC | 8,912 | $867,193.21 | $1.16M | $293,238.4 | 33.81% |
Taylor Fairman Eagle Rock Investment Company LLC | 9,288 | $588,559.28 | $1.21M | $620,831.29 | 105.48% |
| GBW Granite Bay Wealth Management LLC Granite Bay Wealth Management LLC | 2,621 | $331,137.14 | $362,641.56 | $31,504.42 | 9.51% |
Russell Mohberg Regatta Capital Group LLC | 3,942 | $437,573.74 | $535,599.54 | $98,025.8 | 22.4% |