| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Ryan Gough Perfromance Wealth Partners LLC | 697 | $294,464.05 | $277,733.59 | -$16,730.46 | -5.68% |
Fanie Gouws Gouws Capital LLC | 10,030 | $2.16M | $3.73M | $1.57M | 72.8% |
| MAL McBroom & Associates LLC McBroom & Associates LLC | 18,373 | $3.3M | $6.83M | $3.53M | 107.13% |
Clint Dunn Beaird Harris Wealth Management LLC | 4,422 | $1.21M | $1.64M | $429,380.16 | 35.38% |
Jennifer Carlson Gould Capital LLC | 12,767 | $2.23M | $5.09M | $2.86M | 127.9% |
| LMR Lindsay Marie Rider Obsidian Personal Planning Solutions LLC | 665 | $236,387.55 | $247,074.11 | $10,686.56 | 4.52% |
| JBL Jason B. Lockridge Southern Capital Advisors LLC | 956 | $223,540.68 | $355,192.25 | $131,651.57 | 58.89% |
Penny A. Phillips Journey Strategic Wealth LLC | 3,981 | $764,273.85 | $1.48M | $714,826.93 | 93.53% |
Raymond L. Eaton Primoris Wealth Advisors LLC | 1,425 | $564,741.75 | $529,444.51 | -$35,297.24 | -6.25% |
Tyler Glazier New Millennium Group LLC | 190 | $60,479.61 | $70,592.6 | $10,112.99 | 16.72% |
Caroline Jankowski Operose Advisors LLC | 653 | $172,332.47 | $242,615.63 | $70,283.16 | 40.78% |
Brian Ramsay Wealthspan Partners LLC | 2,362 | $429,232.59 | $920,329.7 | $491,097.11 | 114.41% |
Ana-Maria Ignat Covestor Ltd | 757 | $297,174.05 | $301,641.79 | $4,467.74 | 1.5% |
Kathryn Brown Morton Brown Family Wealth LLC | 493 | $103,169.84 | $183,169.22 | $79,999.38 | 77.54% |
Lonny Elfenbein West Michigan Advisors LLC | 8,872 | $2.7M | $3.3M | $595,082.04 | 22.03% |
John Gorlow Cardiff Park Advisors LLC | 28,476 | $12.25M | $10.58M | -$1.67M | -13.65% |
| LMK Lawrence M. Korchan Frontier Asset Management LLC | 2,306 | $427,746.08 | $898,509.86 | $470,763.78 | 110.06% |
Stefan Demuth Ameliora Wealth Management Ltd. | 3,649 | $1.1M | $1.36M | $257,539.12 | 23.45% |
Eric Lai Archvest Wealth Advisors Inc. | 2,214 | $877,936.69 | $822,589.58 | -$55,347.11 | -6.3% |
| CC Cheung Chan Chemistry Wealth Management LLC | 3,813 | $729,942.07 | $1.42M | $686,739.99 | 94.08% |